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An introduction to our investment funds

At Canaccord Genuity Wealth Management (CGWM) we are investment specialists. We have access to a wide range of third-party funds, in addition to managing a range of our own in-house funds. This allows investors to access both our investment expertise and focused investment strategy in unitised form:

   

  

Investments in smaller companies, including AIM stocks, carry a higher degree of risk than investing in more liquid shares of larger companies, so they may be difficult to sell at the time you choose. Investments in smaller companies are more volatile and, while they can offer great potential, growth is not guaranteed.

   

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Keeping you and your clients informed

Investment outlook 2023

Thomas Becket from our Chief Investment Office shares the investment outlook for 2023, and what this means for investors. 

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Webinar: what lies ahead - transatlantic views on a world of investment opportunities

Watch our webinar: Thomas Becket in conversation with Tony Dwyer, sharing their views on transatlantic investment opportunities

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How can investing in AIM shares help to manage inheritance tax (IHT)?

With our families’ future financial wellbeing always in the back of our minds, we’d all welcome legitimate ways to manage inheritance tax (IHT) liability. One way to do this is by investing in the Alternative Investment Market (AIM).

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News and resources

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Find out more about our investment funds.

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Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

Our portfolios are designed to work over a typical investment cycle of 7-10 years, so we recommend you stay invested for at least seven years.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.

 

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.