Rupert Stone
Divisional Director - Investment Management
About Rupert
I have worked in financial services for over 18 years, primarily as a client facing investment director managing a broad range of private clients, trust, pension and charity portfolios.
I joined Canaccord Wealth in 2022 as part of the acquisition of Punter Southall Wealth and am a Divisional Director, heading up a team of investment managers. I also lead our specialist Charities team, using my in-depth knowledge and experience of supporting charities and trustees.
I am a Chartered Fellow of the CISI, having gained a distinction in the Fund Management paper while completing the CISI Diploma. I am also a CFA Charter holder and a Chartered Wealth Manager. I was named as one of the 2021 PAM Top 40 Under 40, an initiative which recognises the rising stars of the UK private client wealth management industry, and was previously recognised in Citywire’s Top 30 under 30 wealth managers in 2014. I have an MA Honours degree in Economics from Edinburgh University.
