Jon Gould

Senior Investment Director

Portfolio Management, Charities team

London

+44 2075 234535

About Jon

I look after a broad range of investment portfolios for private clients, pensions, trusts, corporations and charitable foundations, with a focus on delivering clear, long term outcomes tailored to each client’s objectives. My work spans tailored direct equity portfolios, diversified mandates, and tax efficient strategies, always aiming to provide thoughtful guidance and a high level of personal service.

My career began after graduating from Loughborough University in 2008 with a BSc (Hons) in Mathematics, Accounting & Financial Management. I joined AXA Framlington’s UK equity team as a Junior Fund Manager, specialising in segregated mandates and private client portfolios. In 2013, our private client team moved to Psigma/Punter Southall Wealth, where I led the AIM IHT Portfolio Service and the wider UK equity offering. Following the acquisition of Punter Southall Wealth, I joined Canaccord Wealth, where I continue to manage portfolios for a wide range of clients.

I am a CFA charterholder, hold the Investment Management Certificate and am a Chartered Member of the CISI. I was named in Citywire’s Top 30 Under 30 Wealth Managers in 2015 and recognised as one of PAM’s NextGen Leaders in 2023.

Jon Gould is very knowledgeable and explains our portfolio very well. This is so important when dealing with non technical clients.

Client Survey

My wife and I get excellent service from Jon Gould, our investment manager. Jon looks after our pension and investment portfolios, and he’s done a great job for us. Jon and our financial adviser at Canaccord, Frans van den Berg make a very good team - we feel very well supported.

Client Survey