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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

Autumn Statement 2023: A statement for growth?

Read our summary of the Chancellor’s Autumn Statement, in which we examine how the Chancellor’s announcements may impact you.

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Balancing the risk and rewards of investing
21 November 2023 in Investing, Latest market updates

In this article discover the importance of balancing the risk and rewards of investing when managing clients’ portfolios.

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Has the pharmaceutical industry discovered a cure for obesity?
30 October 2023 in Investing

Stuart Dickson, Senior Investment Director at Adam & Company, discusses the impact a cure for obesity could have on the healthcare sector and what this means for investors.

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Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EIS) explained

Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EIS) are forms of investments in smaller, early-stage startup companies. They are government-backed investment programmes that give private investors tax relief on their investments for providing finance for these companies to grow.

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Webinar: how recent market uncertainty and the current economic outlook can offer attractive investment opportunities

Watch Richard Champion and Thomas Becket, from our Chief Investment Office, as they evaluate the prospects for clients in an era where interest rates have risen and returns on cash and cash-like investments have improved.

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Natalie Brown sits down with Connect magazine

Last month, Investment Director Natalie Brown sat down with Connect magazine to discuss her life at CGWM, the changing face of investment management, and how she balances a successful career with a busy family life.

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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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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.