About Rupert
I have worked in financial services for over fifteen years, primarily as a client facing investment director and joined Canaccord in 2022 as part of the acquisition of Punter Southall Wealth. As a Divisional Director, I head up a team of investment managers whilst also managing a broad range of private clients, trust, pension and charity portfolios. I am a Chartered Fellow of the CISI, having gained a distinction in the Fund Management paper during the completion of the CISI Diploma. I am also CFA Charter holder and a Chartered Wealth Manager. I was named as one of the 2021 PAM Top 40 Under 40, an initiative which recognises the rising stars of the UK private client wealth management industry and previously recognised in Citywire’s Top 30 under 30 wealth managers in 2014. I began my career at Punter Southall Wealth (formerly Psigma) in 2008, after graduating from Edinburgh University with an MA Honours degree in Economics.