Canaccord Genuity Wealth Management in Canada has joined forces with Credit Suisse Asset Management (CSAM) to provide its high net worth (HNW) investors investment tools and access to the CSAM Capital Discipline Strategies in Canada.
The collaboration will offer Canaccord investment advisors access to a CSAM-licensed portfolio navigator tool, which will help them assess risks of their clients and create customised investment portfolios.
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The CSAM Capital Discipline Strategies invest in companies with sustainable dividends and offer income growth and capital appreciation with lower risk.
In addition, the partnership will include client workshops, events, and ongoing advisor professional development.
CSAM head of Americas third-party distribution Ed Soltys said: "Canaccord Genuity Wealth Management is an ideal strategic partner for CSAM as we expand our business in the Canadian market.
"This relationship demonstrates our ability and willingness to work alongside a well-known and established firm that will leverage our thought leadership while providing advisors and clients in Canada with best-in-class investment solutions."
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By GlobalDataCredit Suisse CEO of Canada Ron Lloyd added: "This is an important relationship for Credit Suisse as we continue our focus on growing our Canadian business. Canaccord Genuity Wealth Management can leverage our additional global expertise while we benefit from the reach and quality that they provide through their domestic advisory network. It’s a win-win for both partners."
