Nicholas Grant
Investment Director

About Nicholas
I specialise in multi asset discretionary investment portfolios for families, private clients, pension funds, trusts and charities, tailoring 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 and a Top 40 under 40 by PAM (Private Asset Manager).
I am a Chartered CISI Fellow and Chair the Finance Committee of Worshipful Company of International Bankers.