Nicholas Grant

Senior Investment Director

Portfolio Management, Charities team

London

+44 2075 234688

About Nicholas

I specialise in multi asset discretionary investment portfolios for families, private clients, pension funds, trusts and charities, tailored to meet each individual’s objectives. I began my career over 20 years ago with an asset management boutique, followed by a fund rating company before moving into wealth management.

I became part of Canaccord Wealth with the Punter Southall Wealth acquisition. I have been listed as a Rising Star in the Spears UHNW Index, featured on Spears Top Recommended Wealth Managers, a Top 40 under 40 by PAM (Private Asset Manager), shortlisted by CityWealth Future Leader Awards for Investment Manager of the year and runner-up in the Magic Circle Investment Manager of the year awards 2026.

I am a Chartered CISI Fellow and Chair the Finance Committee of Worshipful Company of International Bankers.

Courteous, responsive and keen to understand my needs. I feel Nick is proactive and aware of our circumstances.

Client Survey

I feel that the service offered by Nick Grant (and also Katie Santy) is a very personal one. I feel that my individual circumstances are taken into account and the advice I have been given always seems to be sensible and sound.

Client Survey