Overview

Punter Southall Wealth

Information by Research Trustfinance

https://www.canaccordgenuity.com/wealth-management-uk/

Punter Southall Wealth was a wealth management company providing bespoke financial planning and discretionary investment management services to private clients, charities, trusts, and pension schemes in the UK. Founded as Punter Southall Financial Management in 2001, it grew to become a significant player in the UK wealth sector. In 2021, Canaccord Genuity Group Inc. announced its acquisition of Punter Southall Wealth, a deal that was completed in 2022. The business has since been fully integrated and rebranded, now operating as part of Canaccord Genuity Wealth Management in the UK, continuing its mission to help clients achieve their financial goals through personalised advice and investment solutions.

Founded in
United Kingdom

United Kingdom


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service

HQ Location