Index

HNW Wealth Managers

Location

London

Advice type

Financial advice

Investment

Sector Focus

Financial Services

Investments and Asset Management

Wealth Management & Private Banking

Customer Type

Wealth adviser

Nicholas Grant

Spear's Review

In 2019, Psigma merged with sister company PSFM Ltd to become Punter Southall Wealth, meaning it is able to provide the full range of wealth management services from one entity. 

Nicholas Grant is excited about the shift and remains confident despite some lingering uncertainties around the pandemic. Grant's core aim is 'to preserve our clients’ capital', and although working with a broad range of HNWs, charitable organisations and trusts, he notes all share 'a common desire to make their money work in the right way for them'. 

Punter Southall Wealth’s portfolios are protected well on the downside and have made good gains over the recovery, highlighting the firm’s nimble approach.

Rank: Top Recommended

Top Recommended 2023, HNW Wealth Managers

Share on