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
You may be a cautious inheritor focused on preserving your wealth against inflation - or you may be ambitiously aiming for faster portfolio growth. Whatever your goals, you can feel confident that an experienced Investment Manager is putting your needs first.
When you first join us as a client, your personal Investment Manager will spend time getting to know you. They’ll ask about your attitude to investment risk, your long-term objectives and the timeframe in which you want to achieve them – so we can keep your investments on track and aligned with your aspirations
Investment management services
We’re here to help you decide whether you’d like us to actively manage your investments or simply take advantage of our stockbroking and execution-only expertise.
Portfolio management
Invest confidently with a portfolio chosen for you and managed by experts.
Learn more
Stockbroking services
For more experienced investors, choose from our advisory and execution-only services.
Learn moreOur approach
You’re at the centre of what we do, so our primary objective is to help you reach your 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 your assets, in a way that fits within your 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 your favour
Controlling risk is fundamental to protecting your 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 your outcomes with your objectives
We carefully consider your knowledge and experience, structuring your discretionary portfolio to match the amount of risk you 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
Learn more
Fixed income investing
If you’re looking for more risk-adverse, stable and consistent returns, fixed income (or fixed interest) investing could help.
Learn more
IHT portfolio service
For those with a greater risk appetite, choose a service that’s designed to minimise your exposure to inheritance tax (IHT).
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.
In the UK, investment management fees for personal portfolios are not typically tax deductible. However, fees associated with managing pensions or business-related investments may qualify in specific circumstances. Always consult a tax adviser for advice tailored to your situation.
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
