Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man)

Welcome to Paul Fielding who joins as an Investment Director in Birmingham. Paul has nearly 30 years' of industry experience and brings a wealth of knowledge and a passion for discretionary investment management for private clients, trusts, pension schemes, and charities. #WealthManagement #newjoiner #birmingham

We are pleased to announce that we have agreed to acquire the Brooks Macdonald International business. Their team of dedicated experts provide wealth management services to clients across Jersey, Guernsey, and the Isle of Man. Subject to regulatory approval, we look forward to welcoming our new colleagues and clients as we further enhance our presence and financial planning capability across the Crown Dependencies in 2025. https://ow.ly/RuzJ50TlMFB #wealthmanagement #team #international #crowndependencies

We are pleased to announce that we have agreed to acquire the Brooks Macdonald International business. Their team of dedicated experts provide wealth management services to clients across Jersey, Guernsey, and the Isle of Man. Subject to regulatory approval, we look forward to welcoming our new colleagues and clients as we further enhance our presence and financial planning capability across the Crown Dependencies in 2025. https://ow.ly/RuzJ50TlMFB #wealthmanagement #team #international #crowndependencies

Your financial horizon is shaped by conversations about your money - even if they can be tricky. Hazel Bowen, Senior Wealth Planner and Harry Schofield, Investment Director, explain how we speak to clients about their wealth and help assuage their anxieties. This third and final conversation in the series speaks about: 🟣 Client discomfort around interest rates 🟣 The impact of changes to VAT on school fees 🟣 The cost of living and effect on future finances Read the third article in the series here: https://lnkd.in/eEB5cTYd Investment involves risk, and you may not get back what you invest. It’s not suitable for everyone. #managingmoney #wealthmanagement #inheritance

September is often known as a challenging month for equity markets, with this September looking no different. Where have these declines been seen the most? Elsewhere, with equity markets taking a hit, how have bonds and commodities fared over the last week? In our weekly markets review, Thomas Hibbert, CFA, Multi-Asset Strategist at Canaccord, reviews last week’s market and economic movements, while looking towards a rate cut by the European Central Bank. Read our latest weekly markets review ⬇️ Investment involves risk, and you may not get back what you invest. It’s not suitable for everyone. #markets #investing #economy

How comfortable are you speaking about your money? This second conversation in the series from Hazel Bowen, Senior Wealth Planner and Harry Schofield, Investment Director, speaks about: 🟣 Some of the taboos around talking about money 🟣 How to make intergenerational wealth transfer a more comfortable topic 🟣 Navigating changing circumstances in clients' lives Read the second article in the series here: https://lnkd.in/eTruRwtd Investment involves risk, and you may not get back what you invest. It’s not suitable for everyone. #managingmoney #wealthmanagement #inheritance

We are delighted to welcome Tom Lane who joins Canaccord as our first Chief Commercial Officer. Tom will be instrumental in pushing our ambition to become the UK’s best integrated wealth manager. He'll lead innovative projects, including the development of a new AI-driven CRM system designed to further enhance client service. Join us in welcoming Tom as he drives our mission to deliver top-tier service and industry-leading growth. #CanaccordGenuity #wealthmanagement #leadership

We should all talk about money even if it can be tricky to begin the conversation. In a series of articles, Hazel Bowen, Senior Wealth Planner and Harry Schofield, Investment Director, explain how we speak to clients about their wealth and remind you that you can leave the investment and planning expertise to us - but it’s key to join the conversation from the start. This first conversation in the series speaks about: 🟣 Best practice in initial discussions for clients 🟣 What are the common themes of those discussions 🟣 How to translate goals and objectives into an investment strategy Read part one: https://lnkd.in/egYFh5fw Investment involves risk, and you may not get back what you invest. It’s not suitable for everyone. #managingmoney #wealthmanagement #financialplanning

Markets were stable last week, although some investor sensitivity remains. Will cautious optimism ultimately prevail as investors monitor economic signals and Fed policy moves? Elsewhere, Kamala Harris continued to widen her lead in the polls over Donald Trump. Can her – and the Democratic Party’s – proposed ‘new way forward’ win them the White House for the next four years? In our weekly markets review, Thomas Hibbert, CFA, Multi-Asset Strategist at Canaccord, reviews last week’s market and economic movements, while analysing what went down at the Jackson Hole Economic Policy Symposium. Read our latest weekly markets review ⬇️ Investment involves risk, and you may not get back what you invest. It’s not suitable for everyone. #markets #investing #economy

Tune in to hear from Laurence Leigh as he joins Paraplanners' Assembly to talk through the unique challenges facing US expats when it comes to investing in the UK. #investing #leadership #expats