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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

All change for our government… but no change for UK asset markets?
25 June 2024 in Latest market updates

In a year when many big countries go to the polls to vote, will the upcoming UK general election have much of an impact on markets?

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Why cash flow planning is not just for business
18 June 2024 in Wealth/financial planning

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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Beyond 60/40: rethinking portfolio construction
22 May 2024 in Investing

For three decades, 60/40 has been an excellent portfolio construction strategy. Have recent market trends demonstrated we may need to think about adapting it?

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Our Investment Outlook for May 2024

In our latest Investment Outlook we evaluate the accuracy of our predictions for 2024 while discussing the prospect of a global recession and fluctuations in inflation and interest rates.

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Premier League portfolio management: applying attack and defence tactics

In this article discover how equity and bond sectors can provide attack and defence components in our client portfolios.

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Navigating opportunities: the resilience and potential of the Alternative Investment Market

What reasons are there to be optimistic in investing in the Alternative Investment Market? Find out more. 

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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.