Punter Southall Wealth
Canaccord Wealth is a UK FCA-regulated wealth manager offering financial planning, investment management, and advisory services to high-net-worth individuals, families, business owners, and charities, managing £40.3bn in AUM/AUA across 16 UK offices with 325+ advisers.
- Company typePrivate
- Founded2019
- HeadquartersLondon, United Kingdom
- Headcount101–250
- GTM typeB2C
- OfferingServices
What Punter Southall Wealth does
Canaccord Wealth is a UK-registered wealth management firm operating as a trading name for three FCA-authorised private limited companies — Canaccord Genuity Wealth Limited, CG Wealth Planning Limited, and Cantab Asset Management Limited — all wholly-owned by Canaccord Genuity Group Inc. The firm provides integrated financial planning, investment management, and advisory services to high-net-worth and high-income clients in the United Kingdom, with reported assets under management/administration of £40.3bn as of 31 March 2026, 16 offices across the UK, and more than 325 client-facing professional advisers.
Core service lines comprise Wealth Planning (retirement, inheritance tax, and long-term care planning), Investment Management (portfolio management and stockbroking), and ongoing Financial Planning and Advice. The firm applies a £100,000 minimum asset threshold for standard advice and a £250,000 threshold for one-off share sale services, positioning it firmly in the mid-market to HNW segment. Its offering also extends to specialist support for events such as divorce, ill-health, bereavement, and personal injury settlements, plus a dedicated Charities service.
The go-to-market is sales-led and relationship-driven, distributed through direct adviser consultations (face-to-face across 16 offices and remote), a client self-serve portal, and a professional partners and fiduciaries referral channel (IFAs, solicitors, accountants). Marketing is supported by a multi-channel content engine including a website, insights blog, weekly "Canaccord Coffee Break" podcast hosted by the Group CMO, email newsletters, and client events. Revenue is generated through recurring fee-based wealth management and advisory engagements, with specific pricing not publicly disclosed and tailored to client circumstances.
Punter Southall Wealth firmographics
Firmographics- Name
- Punter Southall Wealth
- Legal name
- Canaccord Genuity Wealth Limited
- Website
- https://puntersouthallwealth.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Canaccord Wealth is a UK FCA-regulated wealth manager offering financial planning, investment management, and advisory services to high-net-worth individuals, families, business owners, and charities, managing £40.3bn in AUM/AUA across 16 UK offices with 325+ advisers.
- Ownership category
- akta.pro rank
Punter Southall Wealth industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)
- akta.pro secondary industries
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Private Client Custody & Brokerage (Execution, Reporting, Safekeeping) (FSAAABAN), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
Keywords
Where Punter Southall Wealth is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Punter Southall Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Wealth Management and Advisory Services: The firm generates revenue through fee-based wealth management and advisory services. As a regulated wealth manager, revenue is derived from fees charged for financial planning, investment management, and stockbroking services to clients with assets typically over £100,000.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Standard wealth management services with £100,000+ minimum asset threshold |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Punter Southall Wealth product offering
Product offeringCore offering
Punter Southall Wealth (trading as Canaccord Wealth) provides fee-based wealth management and financial advisory services to UK clients with assets typically above £100,000. The firm delivers integrated wealth planning (retirement, inheritance tax, long-term care), investment management and stockbroking, and ongoing financial advice through 325+ advisers across 16 UK offices, managing £40.3bn in assets under management/administration.
Product overview
Canaccord Wealth operates as a unified wealth management platform offering integrated financial planning, investment management, and advisory services. The core portfolio consists of Wealth Planning (including retirement, inheritance tax, and long-term care planning) and Investment Management (including portfolio management and stockbroking services). The platform provides financial advice to clients with assets typically over £100,000, managing £40.3bn in assets under management/administration across 16 offices with 325+ client-facing professional advisers. The offering does not include a one-off share sale service below £250,000. Canaccord Coffee Break is an educational content add-on that complements the core advisory services.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Planning Comprehensive wealth planning services including retirement planning, inheritance tax planning, and long-term care planning. Provides financial advice and planning support to help clients align their finances with their goals. Targeted at UK clients with assets typically over £100,000.
- Investment Management Professional portfolio management and investment services including stockbroking services, designed to grow and protect client wealth. Serves UK clients with assets typically over £100,000 (one-off share sale services require assets over £250,000).
- Financial Planning and Advice Ongoing financial advice services tailored to individual client needs, typically providing services to clients with assets over £100,000. Covers personalised wealth planning, investment management, and advisory support across the full client lifecycle.
Quantifiable outcome
- 92% client satisfaction rate
- +2 more outcomes
Companies that use Punter Southall Wealth
Customer profileSegments5 records
Ideal customer profiles4 records
Punter Southall Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Punter Southall Wealth partnerships and signals
Strategic signalScale indicators4 records
Recent moves5 records
Expansion highlights5 records
Punter Southall Wealth competitors and assessment
Company assessmentMarket position
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Punter Southall Wealth social profiles
Digital presencePunter Southall Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Punter Southall Wealth leadership team
Management profileNumber of profiles
Punter Southall Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Punter Southall Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Punter Southall Wealth
What does Punter Southall Wealth do?
Punter Southall Wealth (trading as Canaccord Wealth) provides fee-based wealth management and financial advisory services to UK clients with assets typically above £100,000. The firm delivers integrated wealth planning (retirement, inheritance tax, long-term care), investment management and stockbroking, and ongoing financial advice through 325+ advisers across 16 UK offices, managing £40.3bn in assets under management/administration.
Is Punter Southall Wealth a public or private company?
Punter Southall Wealth is a private company. It is classified as corporate owned and is currently operating.
When was Punter Southall Wealth founded?
Punter Southall Wealth was founded in 2019. It employs 101 to 250 people.
Where is Punter Southall Wealth based?
Punter Southall Wealth is headquartered in London, United Kingdom, in the Europe region.
How does Punter Southall Wealth make money?
One revenue line is on record: wealth Management and Advisory Services.
Does Punter Southall Wealth have an API?
No public API is recorded for Punter Southall Wealth.
What industry is Punter Southall Wealth in?
Punter Southall Wealth's product category is Wealth Management. Its primary akta.pro industry code is FSABADAD, Private Banking Advisory & Discretionary Portfolio Management, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 52394 and its SIC code is 6282.