Wealth news and insights

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.

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

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.

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