CGWM UK

New year, new me? Colleagues from across the business got their 2025 health kick off to a spinning start, being put through their paces during a gruelling workout at Peloton studios in west London. Thank you Bradley Rose for a great session. 🚴 #team #newyear

It’s been a turbulent decade for investors, our Co-Chief Investment Officer Tom Becket tells Harvey Dorset at the Daily Mail 📰. ow.ly/YheA50UIkHl Investment involves risk. #investing #markets #economy @MailOnline

How should investors navigate the ‘great unknown’ of 2025? Join our Co-Chief Investment Officers, Richard Champion and Tom Becket, for an exclusive Winter market update webinar. Register: ow.ly/7aVQ50UyF74 Investment involves risk. #investmentmarkets #equities

As Christmas approaches, some people might be considering gifting strategies to mitigate inheritance tax. Samantha Gibson, spoke to This is Money about the pitfalls. 🎁 ow.ly/EqrW50UwrBV Investment involves risk. #financialplanning #inheritance

Wishing all our followers a joyful festive season and a happy new year 🌟

Ever wondered about how different phases of an economic cycle affect client portfolios? Discover how long-term portfolio building, throughout the cycle phases, can be an effective way to manage investment risk and boost returns: ow.ly/ZtH250UoYWP Investment involves risk.

After a relatively predictable 2024 provided welcome relief for investors, will the new year provide exciting opportunities for client portfolios? Read more here: ow.ly/AP2b50Uof9P Investment involves risk. #markets #investing #economy

Congratulations to Jane Parry, our Group Chief Marketing Officer, for this fantastic recognition from the Financial Services Forum 🎉 #MEAwards24 #leadership #awards

Investing offers opportunities and risks. Our Co-Chief Investment Officer Thomas Becket talks to This Is Money’s Simon Lambert about the current economic environment, his role as a CIO, and the importance of diversification. ow.ly/xAVg50UbZGr Investment involves risk.

As the dust settles on the Budget, people are now starting to consider whether they need to adjust their financial planning to cope with the Chancellor’s tax increases. ow.ly/MzlI50U830n Investment involves risk.

The recent UK Budget introduced a major change to pension taxation, highlighting the evolving UK pensions landscape and the need for careful wealth planning. Watch here as our experts untangle the implications: ow.ly/WnNc50U7Tv6 Investment involves risk. #UKBudget #Pensions

Do you have enough savings to last throughout your retirement? Use our retirement calculator to find out here: ow.ly/BEHt50U5S3u Investment involves risk. #retirement #investment #pensions

Paying for care in later years can be very complex and planning ahead is the key to avoid unnecessary stress and uncertainty. Our Senior Wealth Planner, Samantha Gibson spoke to Which? about one of the biggest mistakes people make: ow.ly/mHeE50U5jTm Investment involves risk

Following Wednesday’s US election, Tom Becket, Co-Chief Investment Officer digests the result. For any questions about how the US election outcome may impact your portfolio, please reach out. Investment involves risk. #USElection2024 #Trump #Harris #FinancialMarkets

Paul Derrien spoke to FT Adviser about personal connection and the need to support clients close to home. Read here: ow.ly/7zqZ50U0rtm Investment involves risk. #wealthmanagement #clientrelationships #local

Although divorce rates in the UK are declining, it remains crucial to seek expert financial advice to navigate what can be a challenging journey. ow.ly/p0wg50TUyb6 Investment involves risk.

In our latest Planning Ahead article, Head of UK Financial Planning explains how effective cash flow planning can help business owners balance their business and personal financial goals. 👉 ow.ly/PzKj50TTnpI Investment involves risk.

We are proud to announce that our CEO David Esfandi has been named in Spear’s Power List 2024. #spearspowerlist #leadership #investing

Planning for a comfortable retirement takes more than just hope – it requires strategy and regular review. Andrew Chastney, Senior Paraplanner and technical specialist, discusses how to keep your retirement on track by: ow.ly/LWap50TRrcn Investment involves risk. #planning

As the US election approaches, investors are paying close attention. Historically, market performance has shown little difference between Republican and Democratic presidencies. The key? Staying invested for the long term. ow.ly/LgaG50TOa4T Investment involves risk.