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.

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

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.

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.

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.

Earlier this month, our experts Tom Becket, from the Chief Investment Office, and David Goodfellow, Head of Financial Planning, took to the stage to represent CGWM at the FTWeekend Festival.