As part of the established Punter Southall Group, we launched in 2002 and have built a business based on providing exceptional service to both advisers and clients. With 23 investment managers we have more than £2 billion of assets under management. We think of all our clients as individuals and treat them as such. We anticipate the changing demands of financial markets and use our expertise to create investment solutions that target consistent, risk-adjusted returns above inflation.

There are three ways that clients can access our investment solutions; our fully bespoke discretionary wealth management service, our Managed Portfolio Service (MPS) and via Psigma Platform Portfolios. Our bespoke portfolio service is suitable for clients who are looking to invest a minimum of £250,000 and would like a dedicated investment professional to design and manage a tailored portfolio. Our MPS is exclusively for professional advisers and offers six highly-diversified managed portfolios that cater for a range of risk appetites and have a minimum investment of £50,000. Also designed for professional advisers, our Platform Portfolios are available via a range of platforms.

Our main aims are to protect our clients' wealth and provide them with a return over and above inflation. We aim to achieve the optimum exposure to individual asset classes whilst maximising opportunities and reducing risk. Our investment team employ a flexible and forward thinking process that help us to anticipate market changes and protect our clients' wealth.

Building and managing an investment portfolio for a wide range of clients and their needs takes time and expertise. We work closely with financial advisers to develop and implement tailored portfolios on behalf of your clients. We offer a multi-asset approach to portfolio construction, using a wide range of asset classes including alternatives depending on your clients' goals and risk profile; we will maintain regular contact with you to ensure that your clients’ portfolio remains in line with their circumstances and we will also provide you with a reporting service that includes online access to your client’s valuations on a daily basis.

In this section you will be able to read and download literature for our Bespoke Portfolio Service and Managed Portfolio Service. For our market related news, please visit our Investment Commentary page

Here you can read our regular market updates, our forecasts for each of the 11 core asset classes in our investment universe and read our West End Front Blog for up-to-the-minute opinion on developments in today’s fast-moving markets.