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Directory of UK Wealth Managers

Find independent information about investment managers and private banks in the UK

Directory of UK Wealth Managers​

Find independent information about investment managers and private banks in the UK

List of Companies

Punter Southall Wealth

  • Min. account size

    £250,000
  • Company type

    Investment Manager
  • Size

    UK Wide

Key person:

Peter Seamer

Investment Director

Punter Southall Wealth Factfile

Punter Southall Wealth is a Discretionary Fund Manager (DFM) offering investment solutions to private clients, charities, trusts and pension schemes. Launched in 2002 we now have over £3.9bn of client and corporate assets under control.

We are dedicated to providing real, risk-adjusted returns for our clients and this investment journey begins by agreeing what clients’ investment goals and objectives are. This is achieved through an open dialogue to ascertain objectives and set appropriate performance benchmarks.

Using dynamic asset allocation and being early adopters of a multi-asset approach, we provide investment portfolios that are constructed to deliver a return above inflation. We work with you to help determine the optimal mix of assets.

Punter Southall Wealth is part of the wider Canaccord Genuity Wealth Management (CGWM) group and as a result, we have access to a range of asset classes and geographies, including global equities and small caps, meaning investing with us gives you access to a broad range of investment management solutions. We continue to provide an exceptional investment experience. Today, CGWM looks after more than £32.1bn of assets, managed by highly experienced investment managers.

Contact person Investment manager
Portfolio types Model, bespoke
Composition Fund, direct, tracker, mixture
In-house service
Pension advice
Tax efficient investments
How we charge Hourly, fixed

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