Investment management
Investment management is about more than just buying and selling stocks or bonds - it's about crafting a strategy tailored to your financial goals. Your dedicated Investment Manager will actively manage your portfolio, finding opportunities to grow your wealth while navigating market changes.
Invest with confidence
Your client may be a cautious inheritor focused on preserving their wealth against inflation - or they may be ambitiously aiming for faster portfolio growth. Whatever their goals, you can feel confident that an experienced Investment Manager is putting their needs first.
When they first join us as a client, their personal Investment Manager will spend time getting to know them. They’ll ask about their attitude to investment risk, long-term objectives and the timeframe in which they want to achieve them – so we can keep their investments on track and aligned with their aspirations
Investment management services
We’re here to help your client decide whether they'd like us to actively manage their investments or simply take advantage of our stockbroking and execution-only expertise.
Portfolio management
Invest confidently with a portfolio chosen for your client and managed by experts.
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Stockbroking services
If your client is a more experienced investor, choose from our advisory and execution-only services.
Learn moreOur approach
Your client is at the centre of what we do, so our primary objective is to help them reach their personal investment goals. The best way for us to achieve this over the long term is by aiming to grow the real, inflation-adjusted value of their assets, in a way that fits within their attitude to risk.
Our investment management philosophy is based on five core beliefs:
Active investment management
We work to add value for our clients through both asset allocation and investment selection.
Equities deliver the best real long-term returns
This shapes our long-term approach, which gives markets time to adjust and work in the clients' favour.
Controlling risk is fundamental to protecting wealth in extreme market conditions
Investing in equities can involve considerable risk, so we try to balance that risk by diversifying our clients’ portfolios with multi-asset class investment.
Investing cannot be separated from the world we live in
In our opinion, sustainable companies that integrate environmental, societal and governance (ESG) factors produce better returns over time.
A rigorously designed portfolio is key to aligning a client's outcomes with their objectives
We carefully consider a client's knowledge and experience, structuring their discretionary portfolio to match the amount of risk a client can afford, need and are prepared to take.
Specialist areas
Small-cap investing
Smaller companies (small caps) can offer attractive investment opportunities and help diversify your portfolio. However, picking small-cap stocks can be risky - so the devil is in the detail. This is where our team can help.
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Fixed income investing
If your client is looking for more risk-adverse, stable and consistent returns, fixed income (or fixed interest) investing could help. This can be especially important if they want to generate a regular income stream, either to supplement their savings or live off in retirement.
Learn moreCommon questions on investment management
When choosing an Investment Manager, it’s important to find someone who aligns with your goals, understands your risk tolerance and has proven experience and success. You want someone you can trust, so things like transparent communication and feeling like you’re listened to are important too.
Our Investment Managers will always offer an initial no obligation consultation, so you can get to know whether we’re the right fit for you. We all work in partnership with our Wealth Planners, so you’ll know we’re familiar with your whole financial situation.
Discretionary investment portfolio management – where an Investment Manager can buy and sell investments on your behalf – allows you to benefit from expert oversight.
Your Investment Manager will optimise asset allocation and monitor your portfolio to achieve your financial goals. They bring experience, research, and discipline, which can reduce emotional decision-making. By handling time-consuming financial tasks, they’ll also free you up to focus on what matters most in your life.
Discretionary investment management costs can vary across businesses, but at Canaccord Wealth we always make sure to be open about our fees and charges. Before you start working with us, we’ll set out our costs clearly and confirm that you’re comfortable with them. Only when you’re happy do we go ahead with our investment management services