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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

When is the right time to retire?
28 April 2022 in Retirement & pensions, Inheritance, Investing

Ask yourself these eight questions to keep your retirement plans & your portfolio prepared for inflationary times.

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ESG and war in Ukraine – a new challenge for responsible investors
12 April 2022 in Investing

The war in Ukraine has upended markets, sent commodity and oil prices spiralling and left ESG (environmental, social and governance) investors reassessing their ethics.

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Sir Martin Sorrell on his life, career and the future of the global advertising industry
8 April 2022 in Investing, On-demand events

Our CEO, David Esfandi, met Sir Martin Sorrell for an exclusive interview on his life and thoughts on the global advertising industry. Watch the recording here. 

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How sustainable investing has been an “absolute transformation” for one of our clients
18 January 2022 in CGWM news & events, Investing

Find out why investing sustainably in our ESG portfolio service has been such a good experience for one of our clients, speaking in The Sunday Times.

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Why investing in the climate change agenda is a key investment theme in 2022
4 January 2022 in Investing

With increasing momentum to find solutions to the climate crisis, we think climate transition is a powerful investment theme for 2022. Read more here.

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Quality, tenacity and can-do: Terry Smith of Fundsmith on his investing and career success
16 November 2021 in Investing, On-demand events

What makes Fundsmith founder Terry Smith such a successful investor and business leader? Find out in our exclusive video.

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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.