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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. I am able to 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.