Managed Portfolio Service for your clients
Our Managed Portfolio Service is a range of five risk-rated multi-asset strategies and one dedicated fixed interest portfolio, suitable if your clients have at least £50,000 to invest (there is no minimum investment via platforms). They give access to our organisation-wide expertise, global research and resources at a level that is usually only available to people investing a much higher amount.
These portfolios provide a range of possible solutions. Because they are not influenced by the personal opinions of individual fund managers, they represent a direct delivery, execution and institutional rigour of our centralised investment process, which includes in-depth research, continuous monitoring and the interaction of a number of investment committees.
Each portfolio offers what we believe to be the optimal allocation of the most applicable funds, identified by our in-house research tools and investment experience. We diversify the investments within each portfolio and by taking an ‘open architecture’ approach, we can select investments from across the entire industry, which helps us to maximise our opportunity set and adjust risk accordingly with our strategies.
A five star rated service
Our portfolios are independently risk rated by both Dynamic Planner and Defaqto, with the latter consistently rating our portfolios 5 star.
This profile seeks to produce a return of inflation +2% over a rolling five-year period.
This profile seeks to produce a return of inflation +3% over a rolling seven-year period.
This profile seeks to produce a return of inflation +4% over a rolling ten-year period.
This profile seeks to produce a return equivalent to 80% of the equity benchmark over a rolling ten-year period.
This profile seeks to produce a return equivalent to the equity benchmark over a rolling ten-year period.
This portfolio seeks to produce returns of 3-5% per annum over the medium term, predominantly through income but with the possibility for capital gains.
Investment involves risk. The value of investments and the income from them can go down as well as up and investors 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 seven to ten 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.
International Managed Portfolio Service
Looking to service international clients? We also offer an International Model Portfolio Service, consisting of three risk-rated portfolios, which benefit from our investment expertise, global research and continuous monitoring.
Smart Passive Portfolio Service
Our Smart Passive Service combines the best of a cost-effective passive fund portfolio with the investment management expertise of Canaccord Genuity Wealth Management. It comprises six portfolio options to choose from, depending on each client’s attitude to investment risk.
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.