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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. You can also download a digital copy of our latest News & Views publication here.

Latest posts

When is the right time to retire?
28 April 2022 in Retirement & pension planning, Investment themes, Inheritance tax services, Investing, News & Views

Ask yourself these eight questions to keep your retirement plans & your portfolio prepared for inflationary times.

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Is it time to invest in the metaverse?
28 April 2022 in Investing, Investment themes, Global economies & markets, News & Views

The metaverse may bring exciting opportunities but is it time to invest in it or is it too early to say?

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The impact of global events on investments
28 April 2022 in Global economies & markets, Investing, Investment themes, News & Views

Get the latest news and views from our experts on how investors might navigate these troubled times.

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Financial planning for business owners
13 April 2022 in Wealth planning

Read how you can support your clients through the sale of their business and the three key questions.

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ESG and war in Ukraine – a new challenge for responsible investors
12 April 2022 in ESG investing, Investing

The war in Ukraine has upended markets, sent commodity and oil prices spiralling and left ESG (environmental, social and governance) investors reassessing their ethics.

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Sir Martin Sorrell on his life, career and the future of the global advertising industry
8 April 2022 in Investing

Our CEO, David Esfandi, met Sir Martin Sorrell for an exclusive interview on his life and thoughts on the global advertising industry. Watch the recording here. 

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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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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.