Canaccord Genuity Wealth Management’s Inheritance Tax Portfolio Service is now available on the Fusion Wealth platform.
The group claims the service is the only IHT portfolio of AIM-listed stocks available through the platform.
There are no entry fees for the service, annual management fee is 1 per cent and the minimum investment is £50,000.
Canaccord Genuity Wealth Management chief executive in the UK David Esfandi says: “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.”
The Canaccord Genuity Wealth Management IHT Portfolio has returned 6.57 per cent and 57.42 per cent over one year and three years respectively. For the same periods, the FTSE All Share Index returned 3.04 per cent and 22.01 per cent.
Fusion Wealth chief executive Ian Cooke adds: “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.”