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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Rupert Stone

Photo of Rupert Stone

Divisional Director

I have worked in financial services for over fifteen years, primarily as a client-facing investment director and joined Canaccord in 2022 as part of the acquisition of Punter Southall Wealth. As a Divisional Director, I head up a team of investment managers whilst also managing a broad range of private clients, trust, pension and charity portfolios. I am a Chartered Fellow of the CISI, having gained a distinction in the Fund Management paper while completing the CISI Diploma. I am also a CFA Charter holder and a Chartered Wealth Manager. I 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 and was previously recognised in Citywire’s Top 30 under 30 wealth managers in 2014. I began my career at Punter Southall Wealth (formerly Psigma) in 2008, after graduating from Edinburgh University with an MA Honours degree in Economics. 

Location: London

A bit about me:

I am an avid tennis fan and continue to have a love of the outdoors having grown up in the Highlands. Although London based, I very much enjoy getting out and about, happily visiting clients the full length of the country.

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

Can-do means working together to achieve our full potential.

Contact:

View Rupert Stone's profile on LinkedIn

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.