Top Recommended Wealth Managers
Last year Psigma merged with sister company PSFM Ltd to become Punter Southall Wealth, meaning it is able to provide the full range of wealth management services from one entity. Nicholas Grant is excited about the shift and remains confident despite Covid-19.
‘We didn’t expect a pandemic, but we did factor in increased volatility from the US election, Brexit and other global factors,’ says Grant. ‘This led us to having high cash weightings and an overweight position in fixed interest during Q1.’
Punter Southall Wealth’s portfolios are protected well on the downside and made good gains in the recovery – an example of the firm’s nimble approach.