A warm welcome to CGWM
We are delighted to welcome you to Canaccord Genuity Wealth Management (CGWM). We are one of the leading independent wealth management specialists in the UK with a very simple mission – to enable you to build your wealth with confidence.
As an existing Punter Southall Wealth (PSW) client, you may be wondering how this will affect you. To begin with, rest assured that your Wealth Manager at PSW, will remain the same. If you have any questions, please get in touch with them in the usual way.
You will also see very little change in the services you receive, including financial planning and the day-to-day management of your discretionary portfolio. However, both companies will now be able to draw on extra resources and expertise, bolstering each other's capabilities.
Over the next few months we will begin to transition the Punter Southall Wealth brand to our established CGWM name and logo. This highlights our partnership, strong cultural fit and commitment to building on the firm foundations that both companies have established. Meanwhile, the Punter Southall Group (PSG) will continue to operate a number of other businesses using their familiar existing group name and logos.
History of CGWM
We are part of Canaccord Genuity Group Inc., a publicly traded company under the symbol CF on the Toronto Stock Exchange. Established in 1950, Canaccord Genuity has grown to become a leading independent global financial services firm, operating in wealth management and capital markets.
Our wealth management business in the UK and Europe was established when Canaccord Genuity acquired Collins Stewart Hawkpoint plc and Eden Financial in 2012. Since then, our reputation and success have grown year on year. Now, in the UK and Europe, we are proud to manage and administer £32.5bn of assets (as at 30 June 2023).
In-depth intelligence and experience
We are a specialist firm, focused on wealth management, and all our in-house resources are dedicated to increasing our knowledge and expertise in this area.
We have enough size and scale to deliver experience and expertise, combined with a highly developed and up-to-date technical infrastructure. This provides efficient and effective investment management, and will also ensure extra capitalisation and stability for PSW, allowing your relationship to grow from strength to strength in the future.
As part of the CGWM family, your PSW Wealth Manager will have direct access to CGWM’s broad range of resources and expertise and the firm’s broader global platform. To help facilitate this, members of PSW’s investment team will become active members of CGWM’s existing investment committees.
Our shared commitment to building strong, long-term relationships
Our clients are at the heart of our business. As a client of Punter Southall Wealth, you can be confident that your current Wealth Manager will continue to look after you in the way you have already established with them. Their advice, and your portfolio, will be managed in the same way. CGWM and PSW share a very similar investment philosophy, both believing in a long-term approach focused on your life goals, striving to provide the financial outcomes you want, in the timeframe in which you want to achieve them. We also share a strong commitment to socially responsible investing, and understand how important that is to many of our clients.
As always, your Wealth Manager will update you regularly on your investments and their performance, alert you to investment opportunities and keep you informed of any changes. And of course they will be available to talk to you when you need them.
The only difference is that they will now be supported by our in-depth resources, which will also provide benefits for you. For example, your Wealth Manager will be able to draw on our expertise in global investment analysis, small caps (stocks with a small market capitalisation), and cross-border investment for US citizens living in the UK.
You can read our latest market updates and expert commentaries, and access information and videos on our website here.
If you would like to know more
Your regular contact at PSW will keep you fully up to date as we advance in the coming months. You can also find out more about CGWM by exploring the rest of our website here.
We look forward to welcoming you to CGWM.
David Esfandi, CEO, Canaccord Genuity Wealth Management
Edinburgh office clients
Find out more about our Edinburgh-based wealth management team, Adam & Company
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.