Investment Director
I joined the company as part of the Punter Southall Wealth acquisition in 2022. I manage a number of families, private clients, pension funds, trusts and charities on a tailored basis. I began my career with an asset management boutique, followed by a fund rating company before moving into wealth management. I have been listed as a Rising Star in the Spears UHNW Index, featured on Spears Top Recommended Wealth Managers and Top 40 under 40 by PAM (Private Asset Manager). I was also shortlisted by CityWealth Future Leader Awards for Investment Manager of the year. I am a Chartered CISI Fellow.
Location: London
A bit about me:
I am an active Liveryman and enjoy playing most sports including real tennis and golf.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
Can-do means having a positive mindset. Through this, you can approach all aspects of your work positively, leading the culture and a positive outcome for all our clients.
Contact:
Nicholas.Grant@canaccord.com
View Nicholas Grant's profile on LinkedIn