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Punter Southall
Investment Consultant / OCIO
Since 1988, Punter Southall has been developing innovative ways to transform financial futures. They provide financial advice, wealth management, workplace savings, health and protection services, and financial data solutions to pension schemes, employers, insurers, charities, and private clients.
Overview and Management
Establishment Year
1988
Mission
We help clients to discover the right opportunities. By understanding and anticipating their needs, we change and adapt our portfolio of companies and services to help deliver their goals.
Values
Innovation, client focus, diversity, and inclusion.
Investment Roles
Intermediary,Direct Investor
Participant Demographics
Pension schemes, employers, insurers, charities, and private clients.
Generational Wealth Planning
Focus on wealth management and retirement services, enabling better financial outcomes and decision-making.
Risk Tolerance
Moderate, offering tailored financial solutions and risk management for pensions and retirement planning.
References or Case Studies
Team Experience
Board members bring decades of experience in pensions, actuarial, and financial services.
Notable Achievements
Awards for retirement innovation and thought leadership.
Project Track Record
Initiatives like Pension Potential and National Pension Tracing Day.
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
Expertise in compliance but no specific registrations noted.
Compliance History
Phone Number
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Address
London United Kingdom