Switch location / audience type

This content is not available based on your location and audience type.

You currently have access to view the Uk website for Independent Financial Advisers (IFAs).

If this does not apply to you, go back to our homepage.

Select a location
Select an audience type

Let us know who you are so we can optimise your experience.

Please select your audience type

This includes trust companies, fiduciaries, insurance companies, Wealth Advisers and other professionals.

For Canada and Australia select:
Important information

You are about to enter our website for professionals. If you would like to return to our main website, go back to our homepage.

Please read the terms and conditions before proceeding.

Please note these are subject to change at any time.

The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.

The website 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.

I confirm that I am one of the categories of professional mentioned above, and that where applicable I am authorised and regulated by the Financial Conduct Authority or equivalent regulated body given my jurisdiction, location, and profession. I have read and understood the legal information and risk warnings.

By clicking the "Accept" button, you agree to abide by the terms and conditions listed below.

Skip to main content

Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

Menu
UK

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

Calculating inheritance tax with our simple IHT calculator
31 July 2020 in Inheritance, Wealth/financial planning

When you die your inheritance tax (IHT) is charged at a rate of 40% on the value of your estate over and above the nil-rate band of £325,00

Read more
Giles Hargreave wins awards recognising his ‘outstanding’ work for investors
25 June 2020 in CGWM news & events

Our Chief Executive Officer, David Esfandi extends his congratulations to Canaccord’s Head of Fund Management, Giles Hargreave for receiving two industry lifetime achievement awards.

Read more
Expat investing - advice for US citizens living in the UK
18 May 2020 in Investing

Having relocated to the UK from America, you may find it’s not just the accents, conversations about the weather and grocery stores that you need to get used to.

Read more
The ideal time to review your financial planning arrangements
14 April 2020 in Wealth/financial planning, Retirement & pensions

Has COVID-19 affected your financial plans? Our Head of UK Financial Planning, David Goodfellow explains why you should review them now.

Read more
5 current ESG investment trends
14 January 2020 in Latest market updates, Investing

Discover 5 current ESG investment trends and opportunities to capture them in your investment portfolio.

Read more
Bond proxies explained
5 January 2020 in Investing

After many years of Interest rates at all-time lows and investors crowding into equities, back in 2016 one group of equities in particular stood out – ‘bond proxies’.

 

Read more

All blog categories

 

  

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.

Find out more

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.