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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

Why cash flow planning is not just for business
30 September 2024 in Wealth/financial planning, Planning ahead

As a business owner, you’ll be familiar with cash flow to establish and maintain the health of your business, but how do you assess the wellbeing of your personal wealth? Discover how cash flow modelling can maximise the personal financial benefits of exiting your business and help you achieve your goals.

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Planning for long-term care costs: myth busting
30 September 2024 in Planning ahead, Wealth/financial planning

Long-term care: the NHS won’t fully fund it, you won’t always need to sell your home, and gifting assets can backfire. Our experts debunk myths and stress early planning.

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Whole of life cover: The 'secret’ inheritance tax mitigation tool
30 September 2024 in Inheritance, Planning ahead, Wealth/financial planning

Learn how whole of life cover can help mitigate inheritance tax and ensure effective estate planning for you and your loved ones.

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Are investors right to be seduced by America’s AI giants?
6 August 2024 in Investing, Latest market updates

Why investors should be cautious about abandoning the UK and other global markets for the seductive American Artificial Intelligence giants.

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Summer webinar: Has election fever positively impacted our client investment portfolios?
18 July 2024 in Latest market updates, On-demand events, Investing

In this webinar we discuss the UK election results, their effect on market and economic activity and where they think investment opportunities lie in the next quarter of 2024 for our client portfolios.

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How we talk about money: part three of a series of conversations
16 July 2024 in Wealth/financial planning, Investing

In three parts, Hazel Bowen and Harry Schofield explain how Canaccord Wealth Management speak to clients about their money and try to make financial planning accessible. 

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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.