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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.

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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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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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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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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.