Multi-asset managed portfolios
Gain access to deep expertise, resources and research that is usually reserved for high-net-worth individuals. With our multi-asset managed portfolio service (MPS), you and your clients can choose from five risk-rated multi-asset strategies , so you’re sure to find a good fit.
Open and expert investment thinking
Rather than relying on just one Fund Manager, our centralised investment committees offer you more expertise, oversight and research. These committees identify the optimal asset allocation for each managed portfolio, using their experience and in-house research tools.
Every portfolio is actively managed and carefully diversified. We use an ‘open architecture’ approach, selecting investments from across the entire industry to help maximise your clients’ opportunity set and adjust risk accordingly.
Why choose our multi-asset managed portfolios
Consistent
Reliable, risk-adjusted returns which aim to grow the real inflation-adjusted value of your clients’ portfolios
Global
You and your clients have exclusive access to our international investment ideas and research
Flexible
Choose the parameters of your client’s portfolios to suit their needs and preferences
Protected
You and your clients will be supported by our robust and disciplined investment process
Managed
Every portfolio is overseen by its own highly experienced Canaccord Wealth team
Committed
You can contact your dedicated team by phone or email whenever it suits you
A Guide to our Managed Portfolio Service
Learn whether our portfolios are the right choice for your clients
