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This includes trust companies, fiduciaries, insurance companies, Wealth Advisers and other professionals.

Important information

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.

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Access our online portals

From this page, you can securely access your valuation and up-to-date information about your investments. You can also view your portfolio dashboard and cash statements, as well as check any purchases and sales - and much more.

Private client

If you are a private client, you can log in by clicking the button below. 

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Professional advisers/ intermediaries

If you are a professional adviser or an intermediary who has clients with CGWM, you can log in by clicking the button below.

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Clients of intermediaries

If you are the underlying client of an intermediary who has set you up on the CGWM online portal, you can log in by clicking the button below.

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Historic information - Punter Southall Wealth

If you are a CGWM client who used to be with Punter Southall Wealth and need to access historic information (pre-April 2023), you can log in using the button below.

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US clients

If you are a client on our US platform, please log in below.

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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.