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CGWM news

Stay up to date with the latest news about Canaccord Genuity Wealth Management. Read more to find out about the latest press coverage, awards and CGWM events. 

Catch up on the FTWeekend Festival highlights
14 September 2023 in CGWM news & events, Retirement & pensions, Investing, Wealth/financial planning, Inheritance

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.

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Asset protection after a windfall: Tax planning to protect generational wealth
10 July 2023 in CGWM news & events, Wealth/financial planning

David Goodfellow, Head of Financial Planning, features in The Daily Telegraph, providing tax planning advice to a reader approaching retirement.

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Would a US recession be good for global markets? Tony Dwyer shares his thoughts
1 June 2023 in Investing, CGWM news & events

In May, we welcomed back our US-based Chief Market Strategist, Tony Dwyer, as he embarked upon a week-long tour of the UK and Crown Dependencies to deliver his insights directly to our teams on the ground.

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How sustainable investing has been an “absolute transformation” for one of our clients
18 January 2022 in CGWM news & events, ESG investing

Find out why investing sustainably in our ESG portfolio service has been such a good experience for one of our clients, speaking in The Sunday Times.

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Giles Hargreave wins awards recognising his ‘outstanding’ work for investors
25 June 2020 in CGWM news & events

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.

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How Canaccord Genuity transformed into a £25bn giant
21 June 2018 in CGWM news & events

The formula that works: Inside the acquisition that put Canaccord Genuity Wealth Management on the UK map.

Read the full article that appeared in Citywire Wealth Manager.

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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.