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Rupert Stone

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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. 

Location: London

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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.