Data Capture – Individual

Canaccord Wealth has unveiled a new International Managed Portfolio Service (MPS) range available exclusively on the Novia Global platform.

The Canaccord Wealth International Managed Portfolio Service (IMPS) Lite range is a streamlined discretionary version of Canaccord’s existing IMPS offering, which is already available on Novia Global.

The new range is available in three risk profiles – low-to-medium, medium and medium-to-high – replicating the asset and sector allocations of Canaccord’s original IMPS models. 

Features of the new IMPS include no annual management charge and lower transaction costs, due to reduced trading activity, and the ability to invest in a range of currencies, including sterling, US dollars and euros.

Matthew Wintour, Canaccord’s head of international distribution, said: “We are always striving to improve our services to the international adviser community. 

“That’s why we ask for feedback, listen carefully to what our stakeholders say and evolve our proposition based on the needs of advisers and their clients. 

“The aim of the IMPS Lite models is to offer an efficient discretionary solution without sacrificing the rigour of active investment selection and tactical asset allocation.” 

Linda Johnstone, Novia Global’s head of investment proposition, added: “This launch gives advisers on our platform exclusive access to a high-quality discretionary solution from a well-established investment manager. 

“It enhances the existing Canaccord IMPS range already available on Novia Global and reflects our focus on curating strong third-party propositions that meet the needs of international advisers and their clients.” 

The future of sustainable investing and how advisers can seize the opportunity Sustainable investing has moved from niche trend to mainstream conversation, but the journey has been far from smooth.

With headlines swinging between record inflows and market volatility, advisers are asking: where does sustainable investing really stand today, and how can we leverage it to benefit clients while staying true to their values?

Join us as Suresh Mistry from Alquity leads a session where we unpack the current landscape of sustainable investing, explore what’s needed for it to fulfil its potential, and offer practical strategies advisers can implement immediately.

Suresh delves deeper into the below topics.

• The boom and bust of sustainable investing and what that means for advisers?
• What needs to change for sustainable investing to deliver on its promise?
• The fatal error most advisers make in meeting client sustainable investing needs and how to overcome this?