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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

Webinar: Bringing cash flow planning to life
2 December 2024 in Wealth/financial planning, Retirement & pensions, On-demand events

In our latest webinar, Hazel Bowen, a cash flow planning specialist, presents a live demonstration, walking through the details of the model and showcasing its wide range of benefits.

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Post-budget webinar: Our experts unlock the pension puzzle
13 November 2024 in Wealth/financial planning, Retirement & pensions, On-demand events

Our latest webinar covers key UK Budget pension changes, including IHT inclusion, and offers insights on proactive wealth planning with specialists.

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Navigating the UK Budget: your wealth planning priorities and next steps
12 November 2024 in Wealth/financial planning, Retirement & pensions, Inheritance

The UK budget brings significant changes. Review our priorities for next steps and consult a professional to adapt your wealth strategy effectively.

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Transferring wealth to the next generation – what to consider
30 October 2024 in Wealth/financial planning, Inheritance

How do you want your children or favourite cause to benefit from your wealth? How can you ensure your wishes will be fulfilled? Even if you have plans in place, are your heirs prepared? Here we explore how you can make sure your money is transferred to the next generation as you would wish.

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US election webinar: Will the results cause global fireworks?
24 October 2024 in Investing, Latest market updates, On-demand events

As the US election approaches, our experts analyse potential market impacts of a Trump vs. Harris outcome, covering key issues like economic growth, global volatility, and market performance under each candidate.

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Autumn webinar: Steering a steady course through a spooky quarter
17 October 2024 in Latest market updates, On-demand events, Investing

Our Autumn market update webinar discussed positive investment returns amid geopolitical challenges, the upcoming US election's impact, and strategies for investing in quality companies for achieving long-term growth for clients.

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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.