Legacy Wealth Partners is pleased to announce that Credit Suisse Asset Management (CSAM) has chosen Canaccord Genuity Wealth Management (CGWM) to be the only firm to offer their distinguished Capital Discipline mandates in Canada, giving our high net worth clients privileged access to a globally renowned portfolio management team. CSAM is a world renowned global asset manager, with oversight of more than US$325 billion of client assets.
We are excited to offer four Credit Suisse Capital Discipline mandates exclusively through our Investment Counselling Program (ICP) platform.
With a focus on superior risk adjusted returns, the following Credit Suisse mandates will be available:
- Global Sustainable Dividend
- US Sustainable Dividend
- US Blue Chip Opportunities
- Canadian Equity
The partnership provides our high-net-worth clients with portfolio management tools and exclusive access to a new suite of high-net-worth products.
We are excited to include the CSAM products as part of the investment strategy for our growing client base. Contact us to see how it can compliment your current strategy.
Legacy Wealth Partners