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Welcome to the secure Punter Southall Wealth Investment Client Portal
COVID-19: An update to our clients
In line with revised government guidance surrounding COVID-19, we have continued our phased return to our offices. We are presently operating with a hybrid working approach for our colleagues, an approach that has proved incredibly successful since its introduction last year.
Read the full update
Acquisition of Punter Southall Wealth by Canaccord Genuity Wealth Management (CGWM) in the UK & Crown Dependencies.
CGWM shares our vision and understands the importance of an integrated financial planning and investment management proposition. It is a firm that is committed to ensuring continuity of the high values of both service and culture, that are central to our core principles.
We feel it is the right partner for the future benefit of our clients, our colleagues and the business as a whole.
Read the full announcement
Fraud Alert
There has been a rise in fraudsters who are impersonating financial services firms, including Punter Southall. They often use techniques such as creating fake websites, sending cloned e-mails that purport to be from a real firm and attempting to convince clients that the firm has changed its bank account details to encourage funds to be paid into the fraudster's own bank account.
We will never use our website to ask you to provide personal details to subscribe for services or to make payments to us. We will never use our website to ask you to subscribe for an investment opportunity. If you come across a website that purports to be Punter Southall that asks you to provide your personal details or to make a payment, it will be a fraudulent website that is not connected to Punter Southall, so please do not respond to it and speak to your adviser or investment manager, who will be able to help.
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