WebI started at the company and in the wealth management industry 18 years ago. I joined Canaccord Genuity Wealth Management as part of the acquisition of Punter Southall Wealth where I had been the Chief Investment Officer. Our investment service had won awards and we had a long track record of achieving our clients' financial aims. WebPrincipal at Punter Southall Wealth Edinburgh, Scotland, United Kingdom. 57 followers 56 connections. Join to view profile ... I lead a team of …
Punter Southall Wealth LinkedIn
WebDec 4, 2024 · The discretionary fund manager has been integrated with financial advice firm Punter Southall Financial Management (PSFM) to create a challenger to national consolidators. Renamed Punter Southall Wealth, the combined business will oversee Psigma’s roughly £3 billion of assets under management. A statement from the company … WebMar 8, 2024 · Tilney Smith & Williamson is looking to snap up the wealth management arm of Punter Southall to bulk up its assets ahead of a stock market flotation, according to the … trailer hitch golf cart carrier
Punter Southall Company Profile - Office Locations, Competitors …
WebEdinburgh EH3 7PE T: 0131 220 2203. Elgin. Craig MacPherson Business Advisory Partner Commerce House South Street Elgin IV30 1JE T: 01343 547492. Forfar. Louise Peters … WebActuarial Student @ St. Jamess Place Wealth Management; Consultant @ Punter Southall; Education. University of Warwick. Master of Mathematics (MMath) (Mathematics) 2002 - 2006; WebPrint this article. Canaccord Genuity WM In UK Completes Punter Southall Wealth Deal. Editorial Staff. 14 February 2024. Canaccord Genuity, the Canada-listed group, announced … trailer hitch hammock wayfair