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Company · London

Punter Southall Wealth Limited

Fund management activities

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Official record Companies House · updated 27th September 2026 · Sources

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The large node is Punter Southall Wealth Limited. Red nodes are organisations, white nodes are people. Sign in free to explore further.

Who leads it

Previous officers 11

  1. Jill Patricia Mcaleenan 2022-2025 Director View profile
  2. Stephen Leigh Massey 2022-2025 Director View profile
  3. David Esfandi 2022-2025 Director View profile
  4. John Hamilton-Hunt 2022-2023 Director View profile
  5. Geoffrey David Tresman 2019-2022 Director View profile
  6. John Christopher Anthony Howard-Smith 2008-2023 Director View profile
  7. James Anthony Angus Samuels 2008-2022 Director View profile
  8. Jonathan Dominic Punter 2008-2022 Director View profile
  9. Kenneth John Mckelvey 2005-2022 Director View profile
  10. Ian Eric Nash 2008-2022 Secretary View profile
  11. Richard Garmon-Jones 2005-2008 Secretary View profile

Directors and secretaries as filed at Companies House.

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About

What it does
Fund management activities
Incorporated
24/02/2005
Registered office
London
Previous names
Psigma Investment Management Limited (until 29/11/2019)

Ownership

Owned by (3) iOwned byIndividuals and companies registered as having significant control over this company, from the Companies House PSC (persons with significant control) register. People whose ownership could not be confirmed to one individual are not listed as confirmed owners.

Group

  1. Punter Southall Wealth Limited is controlled by Canaccord Genuity Wealth Limited
    Evidence
    active 50-75% shares · notified 2023-04-01 · source: Companies House PSC register
  2. Canaccord Genuity Wealth Limited is controlled by Canaccord Genuity Wealth Group Limited
    Evidence
    active 75-100% shares · notified 2016-04-06 · source: Companies House PSC register
  3. Canaccord Genuity Wealth Group Limited is controlled by Canaccord Genuity Wealth Group Holdings (Jersey) Limited
    Evidence
    active 75-100% shares · notified 2017-09-14 · source: Companies House PSC register

Ultimately controlled by Canaccord Genuity Wealth Group Holdings (Jersey) Limited.

16 other companies in this group

Ownership paths are calculated from Companies House persons-with-significant-control filings. Each step shows the filed nature of control and dates; a step marked "ceased" is historical, not current.

Board analysis

Board DNA

How this board is put together, from the Companies House officer record and Charity Commission trustee records - deterministic, no AI.iBoard compositionCounted from the dated Companies House officer record: the current directors only, past directors excluded.

3 directors on the board

0.6y median 0.6y
average tenure
0.6y
longest tenure
0
directors past 6 years

First-time vs portfolio directors

Portfolio (3)

0
also govern a charity

Left in the last 12 months

Where else this board sits iWhere else this board sitsThe charitable fields these directors govern in elsewhere, by Charity Commission classification. Excludes this company and any charity it is the legal face of.

Finance 7

The sectors these directors govern in elsewhere. This company, and any charity it is the legal face of, are excluded - counting them would just tell you what you are already looking at.

Sources

Official record from Companies House. Governance Register calculates the connections.

Record details
Company number
05374633
Status
Active - Proposal to Strike off
Type
Private Limited Company
Accounts next due
31/12/2026
Edition
Register edition compiled 27th September 2026
Labels
Official record from Companies House · Calculated derived by Governance Register.

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