Working in Partnership

Canaccord Genuity Wealth Management gives clients access to a broad array of wealth management resources including its range of multi-manager, multi-asset CGWM Funds, designed explicitly to meet clients’ investment needs.

Canaccord’s substantial fund selection team is made up of 11 members, making it one of the largest at an independent top 10 UK wealth manager. In total, 70 in-house specialists, contribute their views and insights towards managing the CGWM Funds, so each Fund benefits from a vast breadth of experience and expertise.

Canaccord has successfully grown its business and reputation over the years. Now, in the UK and Europe its investment professionals manage and administer £32bn of assets (as at 31 March 2022).

It has enough size and scale to deliver experience and expertise, combined with a highly developed and up-to-date technical infrastructure. This provides efficient and effective investment management, as well as economies of scale that allow it to be price competitive. At the same time the business is small enough to provide a personal relationship-led service with direct access to its people and knowledge.

The business is part of Canaccord Genuity Group Inc., a publicly traded company established in 1950. The Group has offices in 10 countries, including wealth management offices in the UK, Channel Islands, Isle of Man, Canada and Australia, and capital markets operations in Canada, the US, UK, France, Ireland, Hong Kong, China, Australia and Dubai.

Kingswood look after a diverse range of clients including private individuals, trusts, charities and corporates. They also work with some of the UK’s largest universities and institutions. Their goal is simple: to protect and grow the wealth of their clients, offering advice every step of the way.

Their aim is to provide clients with a complete wealth management service combining investment management and wealth planning. As their Wealth Planners and Investment Managers work in tandem, their clients are able to benefit from a level of knowledge and professional expertise that sets them apart.

Kingswood began life in 2010 as primarily an investment management business and through a number of acquisitions of financial advice businesses, they now provide clients with a fully integrated approach to their financial affairs. Kingswood is a public company and their shares have been listed on the AIM market since 2014.

They have ambitious plans to become a leading global provider of wealth management services to clients and have a growing network of offices across the United Kingdom and the United States. As at November 2020, they employ c.186 staff and have £5.6bn of client assets under advice and management. Despite all of this their ethos and mission remain the same – to create opportunities for people worldwide to experience financial freedom.

Titan Asset Management is an award-winning investment business that has been managing investments since 2014. The investment strategy is created by a team of experienced investment professionals with a track-record of delivering robust risk-adjusted returns.

Our aim is to provide innovative, quality and integrated asset management solutions that deliver efficiency into every part of the wealth management cycle. As part of the Titan Wealth group, we have access to the extensive research capabilities within the group.

Our investment expertise spans across equities, fixed income and alternative asset classes globally seeking the best opportunities over the long-run. The breadth and quality of our investment proposition caters to a range of investors across retail clients, financial advisers, family offices and institutions.

We look after the investment management, administration and compliance of running your portfolios, giving you more time to organise your client bank, reducing your risk of client complaints and increasing your value.

Part of the Titan Wealth group

Titan Wealth is an entrepreneurial business with extensive experience across the advisor space and a detailed understanding of the needs of our advice business clients.

With an AUM of over £7bn and over 150 staff worldwide, Titan provides a complete suite of product and services all the way from advice to investments, execution, custody and settlement.

The group offers an integrated solution, including an award winning investment proposition and a market-leading technology platform. Titan Wealth is positioned as a one-stop shop within the increasingly fragmented DFM sector, delivering an attractive, highly-scalable and low-cost proposition to our partner advisers and their clients.