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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

Keep on track with your retirement goals: five key tips
1 October 2024 in Retirement & pensions, Wealth/financial planning

Know your retirement goals, but not sure if you’re on track? Check out these expert tips to help you maximise your dream retirement.

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Why cash flow planning is not just for business
30 September 2024 in Wealth/financial planning, Planning ahead

As a business owner, you’ll be familiar with cash flow to establish and maintain the health of your business, but how do you assess the wellbeing of your personal wealth? Discover how cash flow modelling can maximise the personal financial benefits of exiting your business and help you achieve your goals.

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Planning for long-term care costs: myth busting
30 September 2024 in Planning ahead, Wealth/financial planning

Long-term care: the NHS won’t fully fund it, you won’t always need to sell your home, and gifting assets can backfire. Our experts debunk myths and stress early planning.

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Whole of life cover: The 'secret’ inheritance tax mitigation tool
30 September 2024 in Inheritance, Planning ahead, Wealth/financial planning

Learn how whole of life cover can help mitigate inheritance tax and ensure effective estate planning for you and your loved ones.

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Finding the right time to invest depends on your long term plans
24 September 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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State of UK equities: time to back British again?
3 September 2024 in Investing, Latest market updates

With a new prime minister and government, the UK has been in the spotlight the past couple of months. How does it stack up from an investment perspective?

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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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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.