Canaccord Genuity Wealth Management provide a broad range of Wealth Management services, at the core of which, and for individuals with over £250,000 to invest, is their Discretionary Portfolio Management offering.
The organisation’s investment professionals will build and run a bespoke/personalised portfolio on a client’s behalf, investing in stocks, bonds and alternative asset classes.
They will also invest in third party investment funds for added diversification where appropriate.
Those with less than £250,000 are able to invest in Canaccord’s unitised discretionary portfolio option.
Portfolios are designed and run to meet client’s “precise” needs, but capital will solely be invested in investment funds, not the individual underlying assets, although on closer inspection, the “precise” solution looks to be investment into their in-house “Select Fund” range comprising of seven options.
Whilst we think options are perhaps a little limited, they do provide investors with exposure to multiple asset classes including equities, bonds, commodities and alternative investments that mirror Canaccord’s rigorous investment and risk management process.
In addition, and for those with a minimum of £50,000 to invest, Canaccord offers via its intermediary services a Managed Portfolio Service (MPS) that delivers a range of risk-rated discretionary portfolios for clients who do not require a tailored portfolio.
MPS offers a range of seven portfolios that invest in collectives and ETFs, and seven MPS direct portfolios that invest directly into UK equity and bond holdings. They provide investment exposure from fixed income on a cash plus basis, through to aggressive equity growth.
These can be accessed directly or via a platform.