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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

Inheritance tax planning guide - the basic facts about reducing IHT legitimately

In our Inheritance Tax Planning Guide, we cover some of the basics you need to know if you want to start to manage your potential inheritance (IHT) liability. 

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When should I start planning for retirement?

We consider the facts and figures, and provide some top tips to help you on your way to a comfortable retirement.

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Markets update - is political risk back?

In this article, our Chief Investment Officer (CIO) Michel Perera discusses the potential impact for markets of key political risks in the US and Europe.

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Top pension tips if you're about to retire

For many people, a pension is their largest source of income in retirement. And traditionally, when you retire, your pension fund would immediately be used to provide a secured income for your lifetime. Although there has been some flexibility around this since the mid-1990s, the ‘Pension Freedoms’ announced in 2015 allowed even more choice but also more complexity.

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What is wealth management?

What is wealth management? It's about building a lasting and enduring relationship with our clients that delivers value.

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Fixed income investing – explained
30 May 2020 in Investment market

What is fixed income and what sort of people should incorporate fixed income into their investing strategy? Our Fixed Income Committee tell all in this video and show how we cater to this type of investing at Canaccord Genuity Wealth Management.

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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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