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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

Catch up on the FTWeekend Festival highlights

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.

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Diversification in investing? Go global
8 September 2023 in Investing

Our Chief Investment Officer, Michel Perera, discusses the importance of diversifying your portfolio and where opportunities may arise.

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Should I save extra for long-term care at home?

We have always encouraged our wealth planning clients to include provisions for long-term care in their plans. This might be in a care home, but we have found that, since the pandemic, many people now prefer the idea of being looked after in their own homes.

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Investing in artificial intelligence
3 August 2023 in Investing

For investors, AI represents opportunities and risks. Investment Director Stuart Dickson considers the options for those considering investing in AI.

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Asset protection after a windfall: Tax planning to protect generational wealth

David Goodfellow, Head of Financial Planning, features in The Daily Telegraph, providing tax planning advice to a reader approaching retirement.

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Would a US recession be good for global markets? Tony Dwyer shares his thoughts
1 June 2023 in Investing, CGWM news & events

In May, we welcomed back our US-based Chief Market Strategist, Tony Dwyer, as he embarked upon a week-long tour of the UK and Crown Dependencies to deliver his insights directly to our teams on the ground.

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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.