On April 4, 2016, Canaccord Genuity Wealth Management and Credit Suisse Asset Management announced an exclusive, strategic partnership.
Under the partnership, Canaccord Genuity Wealth Management (“Canaccord”) will provide high net worth clients with investment tools and exclusive access to the Capital Disciple Strategies of Credit Suisse Asset Management (“CSAM”). More specifically, Canaccord will have access to CSAM’s Portfolio Navigator, a tool for creating custom portfolios through the evaluation of the client’s risks and objectives. In addition, the partnership will also provide workshops, events and professional development for advisors.
Canaccord offers wealth-management and brokerage services to investors, private clients, charities and intermediaries. Based in Canada, Canaccord also has investment advisors in Australia, the United Kingdom, the Channel Islands and the Isle of Man.
CSAM manages approximately $325 billion in assets through various alternative and traditional strategies and products. CSAM operates as a business within Credit Suisse AG’s International Wealth Management division.
To read the press release: please click here.