Investing

Last month, Investment Director Natalie Brown sat down with Connect magazine to discuss her life at CGWM, the changing face of investment management, and how she balances a successful career with a busy family life.

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.

Our Chief Investment Officer, Michel Perera, discusses the importance of diversifying your portfolio and where opportunities may arise.

For investors, AI represents opportunities and risks. Investment Director Stuart Dickson considers the options for those considering investing in AI.

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.

In order to meet your goals, both short- and long-term, you need to have a thorough understanding of your financial position, so that you can make the most of your money and create a comprehensive wealth plan for the future.