LONDON, August 4, 2015 /PRNewswire/ --
Canaccord Genuity Wealth Management (CGWM) in the UK is pleased to announce that the outperforming Inheritance Tax (IHT) Portfolio Service is now available to intermediaries on the Fusion Wealth Platform. This specialised service is the only IHT portfolio of AIM-listed stocks available through Fusion Wealth.
With this addition, the Fusion Wealth platform allows advisers to offer their clients an IHT service with greater diversification and very competitive charging structure - there are no entry fees and with a low minimum entry level at £50,000 this is now accessible to many more investors.
From 2006 to 2015, the Canaccord Genuity Wealth Management IHT (AIM) Portfolio has achieved total growth of 122.9%. For the same time period, the FTSE All Share Index grew 21.0% and the FTSE AIM Index grew 37.3% (Source: Datastream performance 12 April 2006 to 20 July 2015).
David Esfandi, CEO of Canaccord Genuity Wealth Management in the UK commented, "Our business is deeply committed to the intermediary market and this development is a reflection of our consistently strong performance and focus on delivering high quality investment products."
Ian Cooke, CEO of Fusion Wealth adds, "Having spoken to a number of our users, we had been looking to launch an AIM investing model for some time and we are delighted to be broadening our offering with Canaccord Genuity Wealth Management. We were thoroughly impressed with the Canaccord Genuity Wealth Management methodology and approach to research. This is a great addition to our existing proposition and we are excited to offer our users an unrivalled and exclusive product."
ABOUT CANACCORD GENUITY WEALTH MANAGEMENT
Canaccord Genuity Wealth Management provides comprehensive wealth management solutions and brokerage services to individual investors, private clients, charities and intermediaries through a full suite of services tailored to the needs of clients in each of its markets. The Company's wealth management division now has Investment Advisors (IAs) and professionals in Canada, Australia, the UK, the Channel Islands and the Isle of Man. For more information, visit www.canaccordgenuity.com
ABOUT FUSION WEALTH
Fusion Wealth is an innovative Platform provider, which supplies technology solutions to the financial services industry. Fusion's customers represent some of the best, most forward-thinking and award winning financial services groups in the UK, and their technology helps them to deliver a truly unparalleled level of wealth management services to their clients. Fusion Wealth aims to build professional relationships with wealth managers and IFAs that believe in delivering something better and adding real value to their clients. http://www.fusionwealth.co.uk
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SOURCE Canaccord Genuity Wealth Management (UK)