- Investment solutions
- Stockbroking services
- Advisory stockbroking service
Advisory stockbroking service for your clients
If your clients like to take an active interest in the stock market and want to manage their own portfolio but need expert investment advice, our advisory stockbroking service could be right for them.
How does our advisory stockbroking service work?
With our advisory stockbroking service, we aim to build a lasting relationship with your clients in order to provide them with quality investment ideas based firmly on their personal objectives, attitude to risk and level of knowledge. Then, periodically, we will help them assess their investments to make sure they are still suitable.
We begin by carrying out a full suitability assessment. Armed with this important information, our stockbrokers can ensure the advice they give to your clients is appropriately tailored to their individual needs and circumstances.
We also use a third-party risk analysis tool to add an extra layer of governance to our risk management framework. Our aim is to give your clients the peace of mind that comes with working with an experienced stockbroker, while allowing them to stay in control of their investments.
Your clients will also receive our bi-monthly publication, Intelligent Investing. It includes our views about what’s happening in the markets, and our analysis of suggested equity and investment trust stock picks. We offer thought-provoking, sometimes controversial, ideas that help us to stand out from the crowd.
How will their stockbroker provide them with ideas?
Our advice is based on top-quality multi-asset research by our industry-leading teams. We use a committee-based approach to drive our investment process, with 14 specialist investment committees and 76 expert in-house researchers and analysts, providing insights into local and international markets.
They are aided by state-of-the-art systems and industry-leading tools including Quest®, Canaccord Genuity's proprietary equity valuation system.
How can your clients check their investments?
They will receive a clearly laid-out valuation report each quarter with a market commentary from our Chief Investment Officer, either by post or online, the choice is theirs.
They can also view their account online at any time, no matter where they are, through our easy-to-use Wealth Online portal and app, including their investments, statements and historical valuations.
Keeping you informed
There has been a significant growth and interest in investing on a responsible basis and the area is continually evolving. However, for investors, traditional ‘ethical’ investment solutions have tended to leave a limited choice of companies to invest in, compromising diversification and therefore investment risk/returns. ESG (environmental, social and governance) investing allows investors to take a proactive approach to investing responsibly but not at the expense of their risk/returns.Read more
We were delighted to win the Bita Risk Award for Best ESG (environment, social and governance) Investment Strategy at the 2023 City of London Wealth Management Awards. But what exactly is CGWM’s approach to ESG investing? And why do we feel ESG is no longer just a ‘nice-to-have’ for clients, but is fast becoming a mainstay of portfolios?Read more
In order to meet your goals, both short- and long-term, you need to have a thorough understanding of your financial position, so that you can make the most of your money and create a comprehensive wealth plan for the future.Read more
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.
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.