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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

Financial planning for divorce: protecting your money
11 January 2024 in Wealth/financial planning

It's important to protect and manage your finances in a divorce. We explain the role of a financial planner in divorce and how we can help.

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Take the long view: why staying invested is better than moving to cash
2 January 2024 in Investing

In the current climate of higher interest rates, CGWM’s Investment Director Harry Schofield examines why we think staying invested is still the best way to make returns – especially for those looking to invest for the long term. 

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Out with the old, in with the new
19 December 2023 in Investing, Latest market updates

In our latest blog, we explain why we are looking at fixed income investment opportunities for 2024.

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UK equities: the silver lining to an otherwise gloomy outlook?
13 December 2023 in Investing, Latest market updates

Find out why Canaccord Genuity Wealth Management believe there is currently an opportunity to buy small and mid cap (SMID) UK equities at attractive prices.

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12 days of Christmas with CGWM: Our festive financial top tips
1 December 2023 in Wealth/financial planning, Inheritance, Retirement & pensions, Investing

Our financial planners and investment managers invite you to join us for our ‘12 days of Christmas with CGWM’ for our festive financial top-tips. For each of the first 12 days of December, we’ve unwrapped a financial top-tip to help you manage your finances over the festive season and beyond.

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Gifting out of surplus income to reduce inheritance tax
30 November 2023 in Wealth/financial planning, Inheritance

In this article, we look at the benefits of gifting your surplus income to family members and how this can help reduce inheritance tax. 

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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.