You are about to enter our website for professionals. If you would like to return to our main website, go back to our homepage.
Please read the terms and conditions before proceeding.
Please note these are subject to change at any time.
The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.
The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.
I confirm that I am one of the categories of professional mentioned above, and that where applicable I am authorised and regulated by the Financial Conduct Authority or equivalent regulated body given my jurisdiction, location, and profession. I have read and understood the legal information and risk warnings.
By clicking the 'Accept' button, you agree to abide by the terms and conditions listed below.
Investment Director - Investment Management Team Leader
Rupert joined Punter Southall Wealth in 2008, after graduating from Edinburgh University with an MA Honours degree in Economics. He then joined Canaccord Genuity Wealth Management in 2022 as part of the acquisition of Punter Southall Wealth, and manages a broad range of private clients, trust, pension and charity portfolios. He is an Investment Director, Investment Management Team Leader, and heads up one of our private client teams of financial planners and investment managers. Rupert is a Chartered Fellow of the CISI, having gained a distinction in the Fund Management paper during the completion of the CISI Diploma. He is also CFA Charterholder and a Chartered Wealth Manager. Rupert was named as one of the 2021 PAM Top 40 Under 40, an initiative which recognises the rising stars of the UK private client wealth management industry. He was also recognised in Citywire’s Top 30 under 30 wealth managers in 2014.