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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.

Learn more

Ready to talk?

If you’d like to have an informal, no obligation conversation or have questions, please get in touch.

If you prefer you can call us on +44 20 7523 4500.

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Important information

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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.

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.