Portfolio services
Choose the right investment solution for your clients with our two portfolio services. Our multi-asset managed portfolio service (MPS) serves every risk level and includes specialist portfolios. There’s also our fully tailored discretionary service – building personalised portfolios for individual clients.
Working in partnership with you
As our professional partner, you can be confident that we not only understand your requirements but aim to exceed them - building a relationship that lasts.
When you work with us, you’ll have your own Canaccord Wealth team with a lead relationship manager. Your relationship manager will start by getting to know you and establishing a way of working that serves both you and your clients.
A range of investment services to suit your clients
Tailored discretionary service
Our investment professionals will build and run a personalised portfolio in line with your individual client’s wishes, long-term objectives and attitudes to risk.
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Multi-asset managed portfolios
A range of five risk-rated multi-asset strategies, which give access to our organisation-wide expertise, global research and resources.
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Fixed interest portfolios
If your clients are worried their cash deposits aren’t matching inflation, now could be a good time to consider fixed income (fixed interest) investing.
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IHT portfolios
Our IHT portfolio is a simple and efficient strategy for reducing inheritance tax while also aiming to grow your client’s wealth and enhance their legacy.
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