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Wealth news and insights

Our wealth news and insights cover a variety of key topics from the investment world such as retirement, wealth and tax planning, investment ideas and the latest economy and market news. Don’t forget to sign up for all the latest wealth management news if you would like to receive regular financial insights from our experts. You can also download a digital example of our quarterly News & Views publication here.

Latest posts

Does battery technology have the power to energise your investment portfolio?
5 October 2020 in News & Views , Investment market, ESG

We spoke to Aanand Venkatramanan, L&G fund manager and battery technology specialist to find out how issues around cost, lifespan, safety and environmental impact are being addressed as we consider the role of battery technology investments in our client portfolios.

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The impact of Brexit on investments
5 October 2020 in News & Views , Investment market

Given the seemingly perilous state of the negotiations, what conclusions can we draw? Here, deputy CIO, Justin Oliver considers the most likely Brexit outcome and what would make us reappraise our position on UK equities.

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Post-COVID-19 Wealth Planning Guides
9 September 2020

The impact of COVID-19 will be felt for years to come. As we adjust to a ‘new normal’ our wealth planning experts set out how and why your plans may need to adjust to protect your financial future.  

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Post-COVID-19 wealth planning: how will COVID-19 affect women's financial prospects?
8 September 2020 in Wealth planning, Market update

At Canaccord Genuity Wealth Management, we want to help make financial autonomy a reality for women – even more so in this post-COVID-19 new normal. Read our article to find out more.

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Post-COVID-19 wealth planning: should I start saving extra for long-term care at home?
8 September 2020 in Wealth planning, Market update

We have always encouraged our wealth planning clients to include provisions for long-term care in their plans. However, care homes have recently been under the spotlight for all the wrong reasons, and sadly the post-COVID-19 position will not be any easier. Read our article to find out more. 

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Post-COVID-19 retirement planning: should I reconsider my retirement plans after COVID-19?
8 September 2020 in Wealth planning

While the long-term effects of COVID-19 pale in comparison with the immediate loss of human life, we have been considering the effects of the disease on our clients in the future, particularly your plans for retirement.

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Investment news update

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.

IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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