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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Josh Llewellyn

Photo of Josh Llewellyn

Investment Manager

I joined the company as part of the acquisition of Punter Southall Wealth in 2022. I manage investment portfolios for private clients, pension schemes and trustees, tailoring my approach to the specific needs of each client. I also enjoy working with solicitors and accountants to help expand the services that they can offer their clients including the investment of settlements arising from personal injury and clinical negligence claims. I provide my clients a first-rate, personal service with the support and resources of a best-in-class financial institution. I have completed my Level 6 Private Client Advice and Investment Management qualification and am a Chartered Fellow of the CISI.

A bit about me:

I’ve always been a keen sportsman and enjoy watching rugby and playing golf at the weekends.

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

Having a Can-do attitude means being dynamic and flexible enough to handle a variety of client requirements to achieve a positive outcome.

Contact:

View Josh Llewellyn's profile on LinkedIn

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.