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ESG Portfolio Service documents

Here you should find all the up-to-date documents associated with our ESG Portfolio Service.

The investments described in these brochures may not be suitable for all investors. Investors should make their own investment decisions based upon their own financial objectives and financial resources and, if in any doubt, should seek advice from an investment adviser.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.

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If you would like to know how we can help with your investment management needs, get in touch. We will be delighted to provide more details of our services.

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Meet our ESG investment experts

If you would like to know more about our ESG Portfolio Service, please get in touch. We will be delighted to give you more details.

Photo of Mike Myers

Mike Myers

Investment Director, Head of SRI

I joined Canaccord Genuity Wealth Management as part of the acquisition of Punter Southall Wealth (PSW) and I manage a range of different portfolios, including private clients, trusts and charities. I specialise in ESG investing and launched PSW’s SRI Service in 2019. I began my career at Neptune Investment Management, helping to build relationships with discretionary fund managers and institutional clients. I hold a BA in politics from Nottingham University, have completed the IMC, the Chartered Wealth Management Qualification (level 7), the CFA ESG Certificate and achieved a distinction for my master’s degree in wealth management at Cass Business School. I was also named in Citywire’s Top 30 under 30 Wealth Managers for 2019.


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Photo of Patrick Thomas

Patrick Thomas

Investment Director, Head of ESG Portfolio Management

Patrick set up and is responsible for our range of environmental, social and governance (ESG) portfolios. Patrick chairs the ESG Committee. He also sits on the firm’s Portfolio Construction Committee, Fund Selection Committee and Alternatives Committee. He specialises in managing investment portfolios for intermediaries, trusts, charities and pension funds, specialising in discretionary mandates.

Patrick is a chartered Wealth Manager and a Chartered Fellow of the CISI. 


Photo of Kamal Warraich

Kamal Warraich

Head of Equity Fund Research

I began my career at Hargreave Hale, a specialist investment boutique, where I was responsible for establishing and running the Fund research process. After Hargreave Hale was acquired by Canaccord Genuity in 2017, I joined the Fund Selection Committee, and in 2022 I was made Head of Equity Fund Research and now chair both the Fund Selection Committee and Investment Trust Committee. I also sit on the ESG Committee.  

I am passionate about ensuring that our Team works within a high quality framework, maintaining the utmost levels of professionalism and consistency at all times.

My areas of expertise include open and closed-ended equity fund selection.


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How can we help?

If you would like to know how we can help with your investment management needs, get in touch. We will be delighted to provide more details of our services.

Get in touch

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.

 

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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.