News and insights
Welcome to Canaccord Genuity Wealth Management UK’s news and insights page. Here you can find articles covering 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 to our wealth blog if you would like to receive regular financial insights from our experts.
‘Diversity’ and ‘inclusion’ are no longer just buzzwords. In this article, Patrick Thomas, Head of ESG Investments explains why both can improve company culture, performance and even national GDP, and how we at CGWM assess D&I factors when investing on behalf of clients.
If investment firms had been asked a few years ago: ‘Should we pay attention to politicians?’ the chances are they would have answered ‘No’. Can we continue to say this with impunity?
As wealth managers, we think about the future – whether it’s helping our clients to plan for old age or investing in companies that will still be profitable in 30 years’ time.
Having said earlier in the year that 'it should be remembered there are still some significant obstacles to overcome', we are not wholly surprised that the US-China trade war has escalated again, sparking investor nervousness. There are many unverifiable issues surrounding the trade war. There are, however, certain things we can surmise to help investors navigate the current uncertainty.
As part of ‘exploring the future’, we spoke to different experts to find out what long-term trends are they seeing and how these might affect your long-term financial plans and investments.
Nero Patel, Senior Wealth Adviser, explains how sensible cash flow modelling can help you to achieve your later-life goals. He presents a relatable case study, demonstrating how a financial planner can make your plans attainable rather than leaving things to chance.
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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.