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Canaccord news & events

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. 

Spring Budget 2024: Budgeting for an election
7 March 2024 in Wealth/financial planning, CGWM news & events

Read our summary of the Spring budget, in which we examine how the Chancellor’s announcements may impact you.

Read more
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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What’s behind our award-winning ESG investment approach?
17 May 2023 in CGWM news & events

We were delighted to win the Bita Risk Award for Best ESG (environment, social and governance) Investment Strategy at the 2023 City of London Wealth Management Awards. But what exactly is CGWM’s approach to ESG investing? And why do we feel ESG is no longer just a ‘nice-to-have’ for clients, but is fast becoming a mainstay of portfolios?

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