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.

Similar companies to Punter Southall Wealth, a Canaccord Genuity Company

Punter Southall Wealth, a Canaccord Genuity Company Tech Stack

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

Google Cloud CDN
Content Delivery Network
Umbraco
Content Management System
Framer Motion
Javascript Libraries
Swiper
Javascript Libraries
Salesforce Marketing Cloud Account Engagement
Marketing Automation
reCAPTCHA
Security
HSTS
Security
HTTP/3
Web & Portal Technology

Media & News

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 Formats	Example	Percentage
First.Last@psfm.com	John.Doe@psfm.com	87%
Last@psfm.com	Doe@psfm.com	8%
First@psfm.com	John@psfm.com	2%
First.Middle@psfm.com	John.Michael@psfm.com	3%

Frequently Asked Questions

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

You can contact Punter Southall Wealth, a Canaccord Genuity Company's main corporate office by phone at

+44-442033****

. 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?

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?

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?

As of July 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?

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

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

Punter Southall Wealth, a Canaccord Genuity Company's tech stack includes Google Cloud CDNUmbracoFramer MotionSwiperSalesforce Marketing Cloud Account EngagementreCAPTCHAHSTSHTTP/3.

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

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?

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.