About Mike
I joined Canaccord Wealth as part of the acquisition of Punter Southall Wealth (PSW) and I manage a range of different portfolios, including private clients, trusts and charities. I specialise in ESG investing and launched PSW’s SRI Service in 2019. I began my career at Neptune Investment Management, helping to build relationships with discretionary fund managers and institutional clients. I hold a BA in politics from Nottingham University, have completed the IMC, the Chartered Wealth Management Qualification (level 7), the CFA ESG Certificate and achieved a distinction for my master’s degree in wealth management at Cass Business School. I was also named in Citywire’s Top 30 under 30 Wealth Managers for 2019.