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Wealth news and insights

Our news and insights hub covers a variety of key topics from the investment world such as retirement and pension planning, wealth and tax planning, ESG investing, investment market updates and the latest global economy and market news. You can sign up for our latest wealth management news if you would like to receive regular financial insights from our experts. 

Latest posts

Investment outlook December 2024
10 December 2024 in Investing, Latest market updates

Our latest insight evaluates the economic and geo-political landscape of 2024, while looking ahead to investment opportunities in 2025.

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The smart investor’s guide to the economic cycle
10 December 2024 in Investing, Latest market updates

Discover the different phases of the economic cycle and how we invest our portfolios to achieve the best returns.

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Finding the right time to invest depends on your long term plans
4 December 2024 in Investing, Wealth/financial planning

Timing the market sounds like a perfect strategy. In reality, the right time to invest depends on your personal circumstances and your long-term plans.

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Webinar: Bringing cash flow planning to life
2 December 2024 in Wealth/financial planning, Retirement & pensions, On-demand events

In our latest webinar, Hazel Bowen, a cash flow planning specialist, presents a live demonstration, walking through the details of the model and showcasing its wide range of benefits.

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Post-budget webinar: Our experts unlock the pension puzzle
13 November 2024 in Wealth/financial planning, Retirement & pensions, On-demand events

Our latest webinar covers key UK Budget pension changes, including IHT inclusion, and offers insights on proactive wealth planning with specialists.

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Navigating the UK Budget: your wealth planning priorities and next steps
12 November 2024 in Wealth/financial planning, Retirement & pensions, Inheritance

The UK budget brings significant changes. Review our priorities for next steps and consult a professional to adapt your wealth strategy effectively.

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Wealth management updates

Canaccord Genuity Group

We're part of Canaccord Genuity Group Inc., a publicly traded company under the symbol CF on the Toronto Stock Exchange. Established in 1950, it is now a leading global financial services firm, operating in wealth management and capital markets.

The Group has offices in 10 countries, including wealth management offices in the UK, Channel Islands, Isle of Man, Canada and Australia. Canaccord Genuity; our international capital markets division, operates in Canada, the US, the UK, France, Ireland, Hong Kong, China, Australia and Dubai.

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All opinions and comments are subject to change without notice. For full Market Abuse regulated disclosures please see here.

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.