Investment solutions for financial advisers
You’re free to focus on your clients, while we focus on your investments. You can complement your existing service with our centralised investment proposition and take advantage of our wide range of portfolio services and fund solutions.
Our Services
Committed to our clients
Your clients’ needs and aspirations are our top priority, which is why we’re set up to support them every way we can.
3
years Gold Defaqto rating for discretionary fund management
75+
years of experience
Outsource your clients’ investment management needs
Retain and nurture client relationships even more effectively. We’ll take responsibility for their investment management needs, and work with you to ensure you’re comfortable they’re on the right track.
We understand and respect your relationship with your clients and will only have a level of contact with them that you request. You’ll retain overall responsibility and determine each client’s investment goals, suitability and risk profile.
A strong track record
When you’re choosing a partner to help manage your clients’ money, you want to be confident their investment process is rigorous, robust and trustworthy.
Canaccord Wealth is well established, with a reassuring record of meeting investor needs and delivering consistent returns. Our choices and recommendations are based on in-depth analysis of all available markets and our teams are made up of specialists with extensive experience in their individual fields.
We’re used to navigating volatile and inflationary markets too. Our inflation+ proposition is specifically designed to aid clients’ wealth during turbulent times.
Our results in action
You can check our performance at any time. We’re included in the Asset Risk Consultants (ARC) Private Client Indices as well as being rated by Defaqto. Our returns are also shown on Defaqto Engage, Distribution Technology, and Financial Express platforms.
Transparency is important, so we send you quarterly valuations with a current market commentary. In between, you and your clients can access their accounts whenever is convenient through our online portal.
