Join thousands of international professionals and business owners to get weekly insights on health, wealth and happiness.
Canaccord Genuity Wealth Management is an award-winning wealth manager, providing integrated wealth management services.
They manage and administer more than £29.7bn of assets (as at 31 December 2020).
Canaccord Genuity Wealth Management is part of Canaccord Genuity Group Inc., a publicly traded company on the Toronto Stock Exchange.
The Group has offices in 10 countries, including wealth management offices in the UK, Channel Islands, Isle of Man, Canada and Australia. Canaccord Genuity, their international capital markets division, operates in North America, the UK and Europe, Asia, Australia and the Middle East.
Canaccord Genuity Wealth Management provide a broad range of Wealth Management services, at the core of which is their Discretionary Portfolio Management offering.
With this service, their investment managers build and run a personalised portfolio on your behalf, without needing to ask your permission each time they want to make an adjustment.
The key features of Canaccord Genuity Wealth Management's DFM services include:
Charges and costs:
The highly personalised nature of a discretionary portfolio management service means the total cost you will pay is affected by a number of variables.
For example, your individual tax situation, your long-term goals, stamp duty if applicable, currencies, overseas dealing, the extent you are invested in third party funds and so on.
As a private client of Canaccord Genuity Wealth Management, your investment manager will keep you up-to-date on the total fees you are paying.
You will also receive a quarterly report which will give you a full breakdown of costs.
Private investors can choose from a range of services direct: -
Canaccord Genuity Wealth Management provides a range of international actively managed DFM solutions, however, there are better alternatives.
If you already have a Discretionary Managed Portfolio with Canaccord Genuity Wealth Management, and it is worth £250,000 or more, we strongly recommend you seek a Second Opinion to ensure you are on track to get and keep the life you want.