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

Key person:

John Howard-Smith

Investment Management

Punter Southall Wealth Factfile

A member of the Punter Southall Group (PSG), Punter Southall Wealth (PSW) was established in December 2019 from the merger of Psigma Investment Management with its sister business Punter Southall Financial Management. PSW is an advice-led firm offering both financial planning and the range of fully bespoke discretionary wealth management services previously provided by Psigma. Punter Southall Wealth is also well positioned to leverage the skills of the pensions consulting business within PSG, whose experience and expertise in managing pensions contributes to the design of specific portfolio solutions for PSW clients.

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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