About Rollo
I graduated with an Honours degree in Business from Oxford Brookes University in 2014. I began my career in the city at a boutique Investment Manager where I worked for three years prior to joining Punter Southall Wealth in 2017. Punter Southall Wealth was acquired by Canaccord Wealth in 2022.
I specialise in the management of multi-asset discretionary portfolios for individuals, trusts, charities, pension schemes and corporate clients. I am a member of the Fixed Income Committee and play a key role in shaping the firm’s fixed income strategy. I am a Chartered Member of the Chartered Institute for Securities & Investment (CISI).
