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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

Wealth planning: will you be able to afford rising care home costs?

Although we all know the cost of care in later life could be significant, few people realise the true extent of care home costs, nor do they adequately plan how to pay for them. Having a comprehensive wealth strategy in place can ensure you are financially prepared should you require long term care in the future.

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Our investment outlook for 2024
13 February 2024 in Latest market updates, Investing

Read our latest Investment Outlook to learn how we are navigating through the economic turbulence to identify key investment opportunities.

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Why healthcare and infrastructure sectors are still key portfolio components
13 February 2024 in Investing, Latest market updates

Both healthcare and infrastructure stocks had a mediocre 2022 and, for the most part, a difficult 2023. However, we’re pleased to say we believe the case for investment in both remains almost entirely as strong as it was before the period of poor performance.

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Five financial resolutions to get ahead in 2024

A recent survey found that only 11% of British adults kept their 2023 New Years resolutions. With such a low success rate country-wide, how can you ensure that you make your resolutions work for you – and ensure that you stick to them?

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How can investing in AIM shares help to manage inheritance tax (IHT)?

Investing in certain shares listed on the Alternative Investment Market (AIM) could be a useful way to manage inheritance tax (IHT). Find out more.

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Webinar: balancing investment risk with opportunities in 2024

In our latest market update, our Co-Chief Investment Officers came together to discuss their thoughts on the ever-evolving global economy, the key events of 2023 and where they believe the key investment opportunities lie in the new year.

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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.