We are delighted to confirm that the previously announced acquisition of Punter Southall Wealth Limited by Canaccord Genuity Wealth Management (CGWM) has now completed.

Joining forces will enable us to scale our investment management expertise, benefitting both our clients and colleagues. If you would like to find out more about the transaction, you can find the official press release here.

What does this mean for clients?

 

Commenting on the transaction, Chief Executive Officer John Howard-Smith said:

“On behalf of the Punter Southall Wealth team, we are very pleased to be joining our new colleagues at Canaccord Genuity Wealth Management. We look forward to working closely together to grow our integrated wealth management business and advance our product and service offering for our valued clients.”