Professional investment expertise for your clients’ portfolios
Canaccord Genuity Wealth Management (CGWM) is delighted to be a strategic partner of SOLLA, and to be supporting their efforts to provide the best possible service to older clients
As a top-10 independent UK wealth management business, we have many years of experience in working with IFAs to manage the investments of their older clients. We have developed a clear understanding of these clients’ specific requirements and gained a strong track record in meeting their needs. We offer a full range of relevant and specialist services, and we are used to meeting the highly individual requirements of clients and their families where appropriate.
Building close relationships with our IFA partners
If you become one of our IFA partners, we will liaise closely with you throughout our relationship, ensuring that our services combine seamlessly with yours to provide a holistic wealth management service for your clients. We’ll work with you to create a bespoke service to suit your working style, supported by our robust investment process and in-house expertise. We will then continually monitor the progress and performance of each client’s investments to make sure their portfolios are still relevant to their needs.
Specialist services for older clients
Our services for elderly clients and their families include our Discretionary Portfolio Management Service, our IHT Portfolio Service and our Fixed Interest Portfolio Service.
Discretionary Portfolio Management Service
We can build a personalised portfolio to meet each client’s individual investment requirements, objectives and attitude to risk, and take ownership of the day-to-day management. We search for suitable opportunities from around the world, investing in individual stocks and bonds, third-party investment funds, and alternative asset classes. To safeguard your clients’ assets, our investment approach is risk driven: we believe it’s more important to manage portfolios to meet individual clients’ risk objectives than to chase short-term returns.
View our Discretionary Portfolio Management Service
IHT Portfolio Service
This cost-effective portfolio is designed to reduce IHT, enabling clients to use Business Relief to pass their inheritance on tax-efficiently. It has a strong track record of outperforming the AIM and FTSE All-Share indices and offers your clients one of the most competitive pricing structures available. Our IHT portfolio service has recently been awarded the MJ Hudson Cornerstone Trustmark, showing that it has successfully passed all stages of their governance process. Our IHT proposition scored on or above the peer average in every category.
View our IHT Portfolio Service
Fixed Interest Portfolio Service
This proactively managed discretionary service invests for the long term, aiming to create predictable returns and reduce risk for your clients; this makes it ideal for anyone who needs to create an income to pay for care home costs or care at home. It is designed to beat inflation with an additional return of 3-5% when invested for 7-10 years, and invests in a broadly balanced range of fixed interest funds, including government, corporate and international bonds. We have been running portfolios like this for more than ten years, and believe we have built a tried and tested process and investment philosophy.
View our Fixed Interest Portfolio Service
Find out more about how we can help your clients
View our professionals website Download our brochure
Talk to us about your clients’ needs
Contact Lee McDowell, our Head of Intermediaries Business Development, to discover how we can support your relationship with your clients:
Email: lee.mcdowell@canaccord.com
Phone: 07748 140 189
Webinars
CGWM have presented webinars for SOLLA members. To watch these webinars and find out more, please click the links below. You will need to enter your name and email to watch them. Once you have watched them, if you would like a CPD certificate, please email Jo on events@societyoflaterlifeadvisers.co.uk
Fixing an income for older clients: why we're looking at fixed income markets in 2024
A Deep Dive into AIM IHT with Canaccord Genuity Wealth Management