Insights

Crypto Expansion Punter Southall Wealth is now part of Canaccord Wealth and has recently announced crypto exposure offerings for high-net-worth clients, signaling openness to digital asset services and related custody, advisory, and risk management opportunities.

UK Scale Canaccord Wealth UK oversees about $70 billion in assets, indicating a substantial client base and potential for cross-sell of wealth management services, fiduciary planning, and platform integrations with Punter Southall’s current clients.

Distribution Leadership New appointment of Antony Champion as chief distribution officer suggests a strategic push in advisor networks and intermediaries, presenting an avenue to offer enhanced advisor-enabled solutions, marketing support, and revenue-sharing models.

Tech Modernization Adoption of modern tech stack (Umbraco, Google Cloud, PWA, HTTP/3, Cloudflare, Imperva) implies readiness for scalable digital client experiences; a sales opportunity exists to offer integrated fintech tooling, security enhancements, and omni-channel onboarding for clients.

Strategic Partnerships Recent partnership with BitWize LTD to provide selected UK clients access to BTC and ETH ETP products highlights collaboration-ready productized offerings; potential to pitch enhanced crypto program management, custody, and regulatory-compliant solutions to the firm’s client base.

Punter Southall Wealth, a Canaccord Genuity Company Tech Stack

Punter Southall Wealth, a Canaccord Genuity Company uses 8 technology products and services including Umbraco, Cloudflare, Framer Motion, and more. Explore Punter Southall Wealth, a Canaccord Genuity Company's tech stack below.

  • Umbraco
    Content Management System
  • Cloudflare
    Content Management System
  • Framer Motion
    Javascript Libraries
  • Google Cloud Load Balancing
    Load Balancers
  • PWA
    Miscellaneous
  • reCAPTCHA
    Security
  • Imperva
    Security
  • HTTP/3
    Web & Portal Technology

Punter Southall Wealth, a Canaccord Genuity Company's Email Address Formats

Punter Southall Wealth, a Canaccord Genuity Company uses at least 2 format(s):
Punter Southall Wealth, a Canaccord Genuity Company Email FormatsExamplePercentage
First.Last@psfm.comJohn.Doe@psfm.com
87%
Last@psfm.comDoe@psfm.com
8%
First@psfm.comJohn@psfm.com
2%
First.Middle@psfm.comJohn.Michael@psfm.com
3%

Frequently Asked Questions

Where is Punter Southall Wealth, a Canaccord Genuity Company's headquarters located?

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Punter Southall Wealth, a Canaccord Genuity Company's main headquarters is located at 11 Strand London, England wc2n 5hr United Kingdom. The company has employees across 2 continents, including EuropeNorth America.

What is Punter Southall Wealth, a Canaccord Genuity Company's phone number?

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You can contact Punter Southall Wealth, a Canaccord Genuity Company's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Punter Southall Wealth, a Canaccord Genuity Company's official website and social media links?

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Punter Southall Wealth, a Canaccord Genuity Company's official website is canaccord-wealth.com and has social profiles on LinkedIn.

What is Punter Southall Wealth, a Canaccord Genuity Company's NAICS code?

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Punter Southall Wealth, a Canaccord Genuity Company's NAICS code is 52 - Finance and Insurance.

How many employees does Punter Southall Wealth, a Canaccord Genuity Company have currently?

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As of April 2026, Punter Southall Wealth, a Canaccord Genuity Company has approximately 25 employees across 2 continents, including EuropeNorth America. Key team members include Head Of Paraplanning: C. L.Director: J. S.Regional Compliance Manager: M. T.. Explore Punter Southall Wealth, a Canaccord Genuity Company's employee directory with LeadIQ.

What industry does Punter Southall Wealth, a Canaccord Genuity Company belong to?

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Punter Southall Wealth, a Canaccord Genuity Company operates in the Financial Services industry.

What technology does Punter Southall Wealth, a Canaccord Genuity Company use?

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Punter Southall Wealth, a Canaccord Genuity Company's tech stack includes UmbracoCloudflareFramer MotionGoogle Cloud Load BalancingPWAreCAPTCHAImpervaHTTP/3.

What is Punter Southall Wealth, a Canaccord Genuity Company's email format?

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Punter Southall Wealth, a Canaccord Genuity Company's email format typically follows the pattern of First.Last@psfm.com. Find more Punter Southall Wealth, a Canaccord Genuity Company email formats with LeadIQ.

When was Punter Southall Wealth, a Canaccord Genuity Company founded?

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Punter Southall Wealth, a Canaccord Genuity Company was founded in 2019.

Punter Southall Wealth, a Canaccord Genuity Company

Financial ServicesEngland, United Kingdom11-50 Employees

Punter Southall Wealth, a Canaccord Genuity Company, operates as a wealth management firm within the financial services sector. Based in London, England, it is a small-to-mid-sized advisory business that now operates under Canaccord Wealth's umbrella. 

Details about Punter Southall Wealth's specific client segments are not provided, but the broader Canaccord Wealth platform has introduced crypto-related offerings aimed at high-net-worth clients. In May 2026, Canaccord Wealth announced an exclusive partnership with a crypto provider to offer selected UK clients exposure to Bitcoin and Ether through ETP products.

Section iconCompany Overview

Headquarters
11 Strand London, England wc2n 5hr United Kingdom
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2019
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    Punter Southall Wealth, a Canaccord Genuity Company's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Punter Southall Wealth, a Canaccord Genuity Company's revenue is estimated to be in the range of $1M$10M

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