Company
Position
Director
Index
HNW Wealth Managers
Location
London
Advice type
Investment strategy
Wealth management
Wealth preservation
Client type
Charities
Families
HNW
Trusts
Sector Focus
Financial Services
Investments and Asset Management
Wealth Management & Private Banking
Nicholas Grant
Spear’s Review
When Punter Southall Wealth was acquired by Canaccord Genuity in 2022, investment director Nicholas Grant came along with it.
Grant says his core aim is ‘to preserve our clients’ capital’. He works with a broad range of HNWs, charitable organisations and trusts, but notes that all of them share ‘a common desire to make their money work in the right way for them’.
Consequently, he makes sure his clients’ portfolios are protected well on the downside and make good gains in times of recovery, highlighting the firm’s nimble approach.
Grant is chair of the finance committee for the Worshipful Company of International Bankers.
Recommended 2025, HNW Wealth Managers