Who we are
At Canaccord Genuity Wealth (International) Limited, our discretionary teams are supported by 12 investment committees, 65 in-house researchers and analysts, and industry-leading tools including Quest®, Canaccord Genuity’s proprietary equity valuation system.
We are part of Canaccord Genuity Group Inc., a publicly-traded company under the symbol CF on the Toronto Stock Exchange. Established in 1950, it is now a leading global financial services firm, operating in wealth management and capital markets. The Group has offices in 10 countries, including wealth management offices in the UK, Channel Islands, Isle of Man, Canada and Australia. Canaccord Genuity, our international capital markets division, operates in North America, the UK and Europe, Asia, Australia and the Middle East.
What we do
Our flexible investment framework can be tailored to meet your clients’ needs and attitudes to risk. You can access model-based to fully bespoke portfolios, accommodating low to high risk profiles.
When you want us to build a portfolio for one of your clients, we will start by asking you about what they want to achieve and their attitude to risk, carrying out a full suitability assessment. And throughout our relationship we’ll tailor our partnership to meet your needs and preferences as well as your clients’.
We work with IFAs, lawyers, accountants, trust companies, charities, family/multi-family offices and other third party introducers, providing a service for your individual clients or the charities or organisations you represent. We have enough size and scale to deliver experience and expertise, combined with a highly developed and up-to-date technical infrastructure. This provides efficient and effective investment management, as well as economies of scale that allow us to be price competitive. At the same time we are small enough to provide a personal relationship-led service with direct access to our people and knowledge.
Our goal is to meet your clients’ personal investment needs and achieve the best possible returns for their chosen level of risk.
Based on a global asset allocation framework, our rigorous, robust and highly analytical investment process includes in-depth research, continuous monitoring and the interaction of a number of investment committees.
Like a combination lock, each layer of our investment process must be aligned before we can start to create risk adjusted portfolios for your clients:
- Our in-house experts select investments from the open market to create a range of quality investment opportunities
- We offer nine different risk profiles to suit each client’s attitude to risk
- We offer many different investments, including equities, funds, exchange-traded funds (ETFs), investment trusts, alternatives, bonds and cash
- Our specialist investment committees combine their knowledge to agree the best positioning for each client’s portfolio
- We check each client’s portfolio against their objectives and the industry benchmark to make sure it’s on track
- We actively manage and monitor clients’ investments to maximise returns and minimise losses
- As we don’t offer tax advice, we’ll work closely with any tax, accountancy or legal professionals supporting a client, to make sure the decisions we make on their behalf dovetail with their other arrangements.
Canaccord Genuity Wealth Management’s investment expertise and focussed investment strategy is also available in
unitised form, via a range of investment funds suitable to meet the needs of most investors. The CGWM Funds were created to allow those clients who require the investment expertise of a discretionary service but with the economies of scale and greater diversification offered by unitised vehicles.
Our ESG (environmental, social and governance) Portfolio Service lets clients take a more responsible approach to investing while still doing their best for their long-term security.
