Welcome to Collins Stewart Wealth Management

Please select a channel and jurisdiction:

Private Clients

UK Offshore

Intermediaries

UK Offshore
Charities

By entering this site you agree to the terms and conditions

Please read this important information before proceeding further. It contains legal and regulatory notices relevant to the information contained on these pages.

This 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.

For the UK: this website is communicated by Collins Stewart Wealth Management which is a trading division of Canaccord Genuity Limited ("CGL") which is authorised and regulated by the Financial Services Authority. Registered Office: 9th Floor, 88 Wood Street, London, EC2V 7QR.

For Guernsey, Isle of Man and Jersey: this document is issued by Collins Stewart (CI) Limited ("CSCI") which is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Supervision Commission and the Jersey Financial Services Commission and is a member of the London Stock Exchange, the Channel Islands Stock Exchange and the International Capital Markets Association. CSCI is registered in Guernsey and is a wholly owned subsidiary of Canaccord Financial Inc. Registered office: Collins Stewart House, The Grange, St. Peter Port, Guernsey, GY1 2QA.. The Geneva office is a representative office of CSCI. Collins Stewart Wealth Management (Suisse) SA is member no. 554 of the Organisme D’Autorégulation des Gérants de Patrimoine, Gèneve.

CGL, CSCI and/or connected persons may, from time to time, have positions in any investment or related investment mentioned herein.

The information contained herein is based on materials and sources that we believe to be reliable, however, CGL and CSCI make 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 are subject to change without notice and CGL and CSCI are under no obligation to update the information contained herein. None of CGL, CSCI, their affiliates or employees shall have any liability whatsoever for any indirect or consequential loss or damage arising from any use of this.

CGL and CSCI do not make any warranties, express or implied, that the products, securities or services advertised 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.

Investment involves risk. The investments discussed in this website 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 and an investor 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 could be unfavourable as well as favourable. Levels and bases for taxation may change. Collins Stewart Wealth Management is a trading name of Collins Stewart (CI) Limited in Guernsey, Isle of Man, Jersey and Geneva and of Canaccord Genuity Limited in the UK.

I confirm that I am a resident in the SUBMIT

By entering this site you agree to the terms and conditions

Persons who access the material made available by this website are notified of the following:

Investment means that you capital is at risk and the value of investments can fail, therefore you may get back less than you invested. Past performance is no guide to future performance. There is no guarantee that the tax efficient nature of any investment will remain.

The entire content of this website is subject to copyright with all rights reserved. By using the pages of this website, and/or by reading the material within it, you agree that you will use the information only for your internal business purposes and that you will not otherwise download, copy, transmit or distribute in any way any of this material in whole or in part.

This website may contain hyperlinks that have not been reviewed and are provided for information only. By clicking on such a hyperlink, you will leave this website and the regulatory and legal protections that attach to certain pages herein.

This 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.

For the UK: this website is communicated by Collins Stewart Wealth Management which is a trading division of Canaccord Genuity Limited ("CGL") which is authorised and regulated by the Financial Services Authority. Registered Office: 9th Floor, 88 Wood Street, London, EC2V 7QR.

For Guernsey, Isle of Man and Jersey: this document is issued by Collins Stewart (CI) Limited ("CSCI") which is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Supervision Commission and the Jersey Financial Services Commission and is a member of the London Stock Exchange, the Channel Islands Stock Exchange and the International Capital Markets Association. CSCI is registered in Guernsey and is a wholly owned subsidiary of Canaccord Financial Inc. Registered office: Collins Stewart House, The Grange, St. Peter Port, Guernsey, GY1 2QA. The Geneva office is a representative office of CSCI. Collins Stewart Wealth Management (Suisse) SA is member no. 554 of the Organisme D'Autorégulation des Gérants de Patrimoine, Gèneve.

The information contained on the website is based on materials and sources that we believe to be reliable, however, CGL and CSCI make 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 are subject to change without notice and CGL and CSCI are under no obligation to update the information contained herein. None of CGL, CSCI, their affiliates or employees shall have any liability whatsoever for any indirect or consequential loss or damage arising from any use of this.

CGL and CSCI do not make any warranties, express or implied, that the products, securities or services advertised 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.

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.

Collins Stewart Wealth Management is a trading name of Collins Stewart (CI) Limited in Guernsey, Isle of Man and Jersey and of Canaccord Genuity Limited in the UK.

ENTER SITE


Common Investment Funds

Common Investment Funds

Common Investment Funds (CIFs) are collective investment schemes which are open only to charities and appropriate charitable bodies. The funds were set up by Schemes made by the Charity Commission under section 24 of the Charities Act 1993. They operate as investment vehicles and are deemed by law to be charities themselves.

CIFs are similar to unit trusts and can provide a tax efficient vehicle through which a charity can diversify their investments to reduce risk and are also administratively simple and cost efficient. They enjoy the same tax status as other charities.

Combined Charitable Funds

At Collins Stewart Wealth Management we manage two CIFs, the Combined Charitable Capital Fund and the Combined Charitable Income Fund. Managed on an absolute return basis, the funds leverage our disciplined investment process and experienced investment specialists to deliver a comprehensive investment solution, coupled with ease of administration, for Charities and their Trustees.

Fund Structure

The Combined Charitable Funds have a fund structure designed to give Charities peace of mind. As well as being managed by professional investment experts, the funds have a Corporate Trustee, who is responsible for overseeing the activities of both the Investment Manager and the Fund Administrator. In addition, the Funds have an appointed Advisory Board, who report into the Corporate Trustee, who are charged with setting investment policy and monitoring the performance of the manager, in light of the policy.

Absolute Return Investing

In general, fund managers seek to produce returns that are better than their peers, fund category, and/or the market as a whole. This relative return approach to fund investing is appropriate in positive markets but if and when markets are negative, outperforming your peers does not carry as much success when your portfolio has reduced in value.

Investing with an absolute return style requires the manager to use the range of investment tools at his disposal to ensure the fund value rises, even in negative markets. Of course, with this capital preservation bias it is likely that the portfolios will not benefit from the full upside when markets are roaring ahead.

We believe that Charities, who rely on their investment portfolios to cover future income requirements, running costs and investment in their chosen cause, require a safe approach to managing their portfolios. As such, both the Capital Fund and the Income Fund are managed on an Absolute Return basis.

Useful link:

www.charitycommission.gov.uk


Risk Statement

Investment means that your capital is at risk and the value of investments can fall, therefore you may get back less than you invested.
Past performance is no guide to future performance. There is no guarantee that the tax efficient nature of any investment will remain.