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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

Top pension tips if you're about to retire

For many people, a pension is their largest source of income in retirement. And traditionally, when you retire, your pension fund would immediately be used to provide a secured income for your lifetime. Although there has been some flexibility around this since the mid-1990s, the ‘Pension Freedoms’ announced in 2015 allowed even more choice but also more complexity.

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Expat investing - advice for US citizens living in the UK
18 May 2020 in Investing

Having relocated to the UK from America, you may find it’s not just the accents, conversations about the weather and grocery stores that you need to get used to.

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The ideal time to review your financial planning arrangements

Has COVID-19 affected your financial plans? Our Head of UK Financial Planning, David Goodfellow explains why you should review them now.

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What to think about when reviewing your retirement plans

If you’re thinking, ‘But retirement is miles away’ or ‘I haven’t reviewed my pension for a while’ it may be time to consider your options. It’s never too early to start planning ahead or to review your existing pension arrangements.

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5 current ESG investment trends
14 January 2020 in Latest market updates, Investing

Discover 5 current ESG investment trends and opportunities to capture them in your investment portfolio.

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Bond proxies explained
5 January 2020 in Investing

After many years of Interest rates at all-time lows and investors crowding into equities, back in 2016 one group of equities in particular stood out – ‘bond proxies’.

 

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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.