Wealth news and insights

Our Chief Executive Officer, David Esfandi extends his congratulations to Canaccord’s Head of Fund Management, Giles Hargreave for receiving two industry lifetime achievement awards.

We think Europe may finally offer a glimmer of hope for investors – particularly following the announcement of the ‘Merkel-Macron’ post COVID-19 EU recovery plan. Could this be a good time for investors to look again at European equities? Europe invokes strong feelings among many people, but we think it could be time to put our traditional reservations behind us and it goes beyond just politics…

The issue of inheritance tax planning will always be controversial. This is largely because it’s a secondary tax on accumulated wealth that has already been subject to tax, or even an inheritance that has already been subject to IHT.

In this article, Patrick Thomas, Head of ESG Investments looks at how diversity and inclusion can have a profound impact on investment returns, and how the COVID-19 crisis has revealed that these matter more than ever. 

In the first webinar of our ‘In conversation with Canaccord Genuity’ series, Richard Champion, our UK Deputy Chief Investment Officer and Dermot Hamill, Head of Wealth Management in the Isle of Man, discuss how investors can navigate the current market volatility caused by the coronavirus pandemic.

Pension rule changes and financial planning might not be that exciting a topic – but, let’s face it, we are all mere mortals who are getting older and living older. This stark reality means we need to plan for a long retirement as effectively as we can. And we need to make sure our pension pots are as full of coin as they can possibly be. But how can we best plan for the future?