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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

Quality, tenacity and can-do: Terry Smith of Fundsmith on his investing and career success
16 November 2021 in Investing, On-demand events

What makes Fundsmith founder Terry Smith such a successful investor and business leader? Find out in our exclusive video.

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Meet Peter Uwaifo
20 October 2021 in CGWM news & events

Peter Uwaifo, from north-west London, studied law at the University of Nottingham and graduated in July 2020, despite COVID-19 and the national lockdown, with a 2:1 law degree. He joined us through the #10000 Black Interns programme in July 2021 and has now been offered a permanent role.

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Thematic investing – is it the best way forward?
15 October 2021 in Investing

In this article we explore the rise of thematic investing over national or regional investing.

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Making your money meaningful
1 September 2021

We want you to achieve meaningful outcomes from your wealth – this is central to our wealth planning philosophy and leads us to the question: what is your money for?

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Retirement options for high income earners
26 April 2021 in Wealth/financial planning, Retirement & pensions

In this world of ours very little stands still. The same can be said for the pensions landscape. As high earners are faced with even more restrictions and potential pitfalls, it is vital to understand the rules and seek specialist wealth planning advice. Luckily, there are plenty of tax-efficient options available to high earners wanting to save for retirement.

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How to make sure you are investing in a UK/US tax-compliant investment service
17 March 2021 in Investing, Latest market updates

Due to the demand for US tax-compliant portfolio management for investors with more than £100,000 to invest, we have introduced our new model US Investor Portfolio service this year. Read more 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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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.