Advisory Stockbroking. An Overview Of Our Services

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Claude Wright
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1 Advisory Stockbroking An Overview Of Our Services

3 Canaccord Genuity Wealth Management is an award-winning wealth manager, committed to providing our clients with a broad array of wealth management opportunities. The demand for innovative and sophisticated investment services has increased significantly in recent times and we aim to provide a range of stockbroking services to suit your risk tolerance and individual requirements by encompassing traditional needs together with modern techniques and processes for today s investors. 1

4 An Advisory Stockbroking Service Designed To Suit Your Needs We offer a fully bespoke Advisory Service designed for clients who take an active interest in the stockmarket and wish to act on their own initiative when it comes to decisions relating to their investments, but wish to have the reassurance of a professional adviser to offer suitable advice. This service is deemed to be restricted, as we do not provide advice in respect of pension or life insurance products, however, we advise all our clients on investments with complete impartiality as we are not tied to any particular product providers. At Canaccord Genuity Wealth Management, our approach to our clients is simple: we listen to your requirements, understand your circumstances and work together to find the best investment opportunities. We pride ourselves on our prompt and efficient administration and our clients enjoy the full benefits of our experienced, in-house team. Remember that investment means that your capital is at risk and the value of investments can fall, therefore you may get back less than you invested, and that past performance is no guide to future performance. 2

5 Available Investments Through Advisory Stockbroking: Through our award winning service, you can trade any of the following investments: UK Equities AIM listed Securities International Equities Corporate Bonds Preference Shares and PIBS Gilts Investment Trusts Unit Trusts / OEICs Warrants ETFs/ETCs Traded Options Specialist Services Active Equity trading aims to identify and take advantage of any opportunities that arise from times of market volatility. Working with your personal stockbroker, together we can identify opportunities in the equity markets and aim for daily, weekly or monthly returns. A Bespoke investment strategy is constructed by working in tandem with your stockbroker. You will discuss various options that suit your investment horizon and income requirements, all based on your personal risk profile. Fixed Income trading offers clients access to our award winning service. The various types of fixed income investments will be discussed with your stockbroker to help maximise the possible returns. Execution only dealing is available for clients who want a service that offers a timely execution and personal service. 3

6 Why Advisory Stockbroking? An institutional level of service for the discerning private investor. Award winning stockbroker for advisory services and bonds. A wide range of products to diversify your investments and reduce risk. Bespoke service with ideas being generated to fit your tailored investment requirements. Advice on short, medium and long term trading strategies. Regular reviews of your investments. Up to date commentary on market events. Prompt and efficient administration ensuring that our clients enjoy the full benefits of our experienced in house team. Experienced brokers with over 60 years combined in all aspects of trading. On-line access to portfolio valuations and trading history. Deposit facilities available in all convertible currencies. 4

7 Please note this diagram is only intended to be a general indicator of relative risk and may vary in certain circumstances. *This does not take into account currency, geographical or time zone risk. 5

8 Contact Australia Canada Guernsey Isle of Man Jersey United Kingdom For further information please contact Canaccord Genuity Wealth Management s dedicated Stockbroking team: London 41 Lothbury London EC2R 7AE 6

9 Accolades And Awards Stockbroking City of London Wealth Management Awards Best Advisory Service 2013 Winner City of London Wealth Management Awards Best Advisory Service 2012 Winner Shares Magazine Awards Best Advisory Stockbroker 2011 Winner Financial Times/Investors Chronicle Investment Awards Best Stockbroker for Bonds 2011 Winner Financial Times/Investors Chronicle Investment Awards Advisory Stockbroker of the Year 2010 Winner 7

10 Important Disclosures Investment involves risk. The investments discussed in this document may not be suitable for all investors. Investors should make their own investment decisions based upon their own financial objectives and financial resources and, if in any doubt, should seek advice from an investment advisor. Past performance is not necessarily a guide to future performance. The value of investments and the income from them can go down as well as up and investors may not get back the amount originally invested. Where investment is made in currencies other than the investor s base currency, the value of those investments, and any income from them, will be affected by movements in exchange rates. This effect may be unfavourable as well as favourable. Levels and bases for taxation may change. For the United Kingdom: this document is issued by Canaccord Genuity Wealth Limited (CGWL) which is authorised and regulated by the Financial Conduct Authority, and is a wholly owned subsidiary of Canaccord Genuity Group Inc. Registered Office: 41 Lothbury, London, EC2R 7AE. Registered in England & Wales no This document is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments. This has no regard for the specific investment objectives, financial situation or needs of any specific entity. The information contained herein is based on materials and sources that we believe to be reliable, however, CGWM makes no representation or warranty, either express or implied, in relation to the accuracy, completeness or reliability of the information contained herein. All opinions and estimates included in this document are subject to change without notice and CGWM is under no obligation to update the information contained herein. None of CGWM, their affiliates or employees shall have any liability whatsoever for any indirect or consequential loss or damage arising from any use of this. CGWM does not make any warranties, express or implied, that the products, securities or services mentioned are available in your jurisdiction. Accordingly, if it is prohibited to advertise or make the products, securities or services available in your jurisdiction, or to you (by reason of nationality, residence or otherwise) such products, securities or services are not directed at you. CGWM and/or connected persons may, from time to time, have positions in, make a market in and/or effect transactions in any investment or related investment mentioned herein and may provide financial services to the issuers of such investments. 8

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To us there are no foreign markets. Managed Portfolio Service Dynamic solutions in an ever changing world N38º41 58 W109º42 9 INVESTMENT OUTCOME NEW BEGINNINGS, USA Your world isn t confined to a single