Invest in unitised solutions

Canaccord Wealth

www.canaccordgenuity.com

Canaccord Wealth gives your clients access to a broad range of wealth management solutions.

CGWM Funds

The CGWM Funds range consists of five multi-manager, multi-asset funds, designed with different levels of risk and return to meet your clients’ specific investment objectives and risk preferences.

The CGWM Funds are actively managed on a daily basis, ensuring that your client’s investments stay abreast of changes in the market.

Our investment managers have built up an excellent track record through both bull and bear markets. For example, Mark Piper has managed our Opportunity Fund since 2001, while Justin Oliver has run the Affinity and Diversity Funds for over 15 years. 

The CGWM Funds are ideal for investors living away from their home country. They are designed to be flexible, so clients can top up their investments whenever they want, wherever they are living. The CGWM Funds are available through many international life company tax-efficient wrappers.

Multi-Asset Funds

Our Multi Strategy fund range (formerly the BMI Multi Strategy fund range) consists of five risk rated funds, which mirror our IMPS portfolio offering as follows: 

• Cautious Balanced
• Balanced
• Growth
• High Growth
• US$ Growth

The above investment services on the Novia Global platform are provided by Canaccord Asset Management International Limited.

For more information please contact:

T: +44 (0)1534 715 555

E: [email protected]

Evelyn Partners

evelyn.com/financial-advisers/

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, created by the merger of Tilney and Smith & Williamson. While our name has changed our commitment to delivering a world class experience to our clients remains as strong today as it always has been.

Founded more than 180 years ago, the group is trusted to look after £55.8 billion of assets (as at 31 March 2022) for our global clients from offices across the UK, Republic of Ireland and Channel Islands.

All of our services are underpinned by a disciplined investment process and delivered by highly qualified and experienced professionals.

Evelyn Partners’ purpose is to ‘place the power of good investment advice into more hands’ and we believe we are uniquely placed to support financial advisers and their clients navigate the ever-changing investment landscape to achieve their goals.

At the heart of our investment approach is the understanding that clients are particularly sensitive to losses, rather than being averse to taking investment risk (in the form of uncertainty). At Evelyn Partners, we aim to preserve and grow the real value of our client assets through time.

The core beliefs of our investment philosophy are: 

• To achieve returns ahead of cash and inflation
• Understand risks taken and particularly the risk of capital loss
• To back our judgement and invest alongside our clients
• The principle of diversification
• To embrace the use of both funds and single securities
• To use active and passive management techniques for the benefit of our clients
• To be aware of and to minimise the impact of costs 

Evelyn Partners offer International and Sustainable portfolios in Sterling, Dollar and Euro denominations.

For further information please contact:

Harriette Collings
Director of Business Development
Tel: +44 (0) 20 3818 6653
Mobile: +44 (0) 7894 233 034
Email: [email protected]

Pacific Asset Management  

www.pacificam.co.uk

Established in 1993 by Sir John Beckwith and Mark Johnson, Pacific Investments has a proven record of identifying industry-leading investment managers.

Over the years, the group’s various businesses have managed over US$50 billion on behalf of institutions, wealth managers, family offices and individuals.  The group created Pacific Asset Management, the core asset management business within the group, to give investors access to fund managers who are proven to deliver superior investment returns over the long term. Firmly established within the global institutional infrastructure of the independently owned Pacific Investments group, Pacific Asset Management is able to take a non-biased approach to investing, something that incumbent, often listed business struggle with.   

Asset management businesses which were originally founded by Pacific Investments include Thames River Capital which was sold to F&C/BMO, Europa Capital latterly sold to Rockefeller, Liontrust Asset Management plc and River & Mercantile. Additionally, Sir John’s global diversified investment group Pacific Investments also has considerable experience in emerging markets, having successfully founded Thames River Capital with its flagship emerging market fund Thames River Nevsky, which later became Nevsky Capital. 

The Pacific Multi Asset Accumulator range blends ETFs, actively managed funds, factor strategies and direct securities to create affordable, diversified investment solutions. We offer a range of portfolio services to meet clients’ needs, available in Sterling, US dollars, Euros and AUD dollars. 

Multi-Asset Accumulator Fund Range: https://www.pacificam.co.uk/core-capabilities/multi-asset-accumulator-fund-range

MPS Range info sheet: https://www.pacificam.co.uk/wp-content/uploads/PAM_MPS_Range.pdf

Portfolio range section on website: https://www.pacificam.co.uk/core-capabilities/model-portfolio-solutions/portfolio-range/

Contact Details

Freddie Streeter
Sales Director
[email protected]
Tel: +44 20 7591 1651

Adella Hives
Junior Associate Director
[email protected]
Tel: +44 203 970 2990