ABOUT US

Our companies and associates

Our range of companies and services has developed alongside the needs of our clients, the changing regulatory landscape and also the wider trends we see across society. When we identify opportunities to add value, we work with our clients to develop services that will deliver their goals.

Times have changed, but our vision and principles have remained the same.

The shape of the group is very much driven by our clients’ needs. As they inevitably change in the future, we will predict those needs, and where necessary, change the nature of the services we provide.

Stuart Southall Co-Founder and Principal, Punter Southall Group

Announcement

The Punter Southall Group has changed

In early 2018 we announced the merger of our actuarial, investment consulting and pensions administration businesses with Xafinity plc. In this article, we explain more about the deal and what it means for our services going forward. As a result of the merger Punter Southall Group Ltd is now the largest shareholder in XPS. For more information please follow this link to XPS .

Explore the group companies

Punter Southall Aspire
PS Aspire is a workplace pensions and savings business that brings together governance, investment and communications expertise within a technology-led business. We work with over 800 employers, designing and managing solutions that meet their unique needs.
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Punter Southall Financial Management
We deliver clear, expert, and timely financial advice to high-net-worth individuals. We help them grow their wealth and protect their financial futures with an extensive range of well-balanced investment strategies including asset allocation, tax efficiency, pension and retirement planning, and specialist advice for more complex structures. We advise on wealth distribution including trusts, estate and inheritance tax planning, and also for significant life changes such as matrimonial, non-dom status, business sale, or events such as personal injury or the need for long-term care. Being one of the first financial planning firms to become chartered means we’ve continually been held to the highest professional standards year upon year.
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Psigma Investment Management
Psigma is dedicated to inflation-plus investing, a philosophy that grows and protects the real value of assets. We build long-term personal relationships, act with honesty and always do what is right for our clients because that adds real value for everyone.
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Camradata
CAMRADATA provides institutional investors, including pension funds, insurers and consultants, with data and analysis to research and report on their investments. They enable investors to conduct rigorous, evidence-based assessments of over 5,600 investment products offered by over 750 asset managers. CAMRADATA get things done, and they do them efficiently.
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Punter Southall Governance Services
Punter Southall Governance Services is a leading independent pension trustee company and professional pension scheme secretarial services business. We act for many pension schemes, from the very small to the very large, including defined benefit (DB) and defined contribution (DC) pension schemes that are open or closed to new members, closed to future benefit accrual, winding up or merging. PSGS works with both trust-based pension schemes and contract based workplace pensions.
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Punter Southall Analytics
Punter Southall Analytics specialises in the increasingly-regulated world of payment cards. We are a subsidiary of Punter Southall Group, which provides a unique combination of actuarial advice, pensions consultancy, administration, risk and investment services for pension scheme trustees, employers, private clients, Lloyd’s insurers and institutions.
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Guardian
Guardian is a brand with a long history of helping to protect families since 1821 and re-entered the market in 2018 with the intention to rethink continuously and reinvent protection for the better. Our ambition is for every family to have protection in which they truly believe. We'll do that by disrupting the market and delivering on the brand promise of ‘Life. Made better.’ Guardian policies are sold exclusively through financial advisers.
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River And Mercantile
River & Mercantile is an advisory and asset management business with a broad range of services, from consulting and advisory to fully-delegated fiduciary and fund management.
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Future Kings
Future Kings is a branding, design and communications consultancy, helping clients to improve their performance by clearly defining and then activating their values and purpose. The team is based across London & Bristol and has over 15 years experience of working with a range of UK and international clients.
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Craven Street Capital
Craven Street Capital is a corporate finance business specialising in mergers and acquisitions, fundraising, IPO and debt advisory. The team has experience of mergers and acquisitions, IPOs, private placements, asset sales, debt financing, seeding and establishing corporate structures.
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Lexikin
Lexikin is a unique asset management platform to record your assets, wishes, memories and legacies, in case of fire, theft or death. Recording your personal information is free - but Lexikin has fee based professionals providing leading Wealth Management, Insurance, Legal, Asset Valuation services and Video Life Stories. We also manage legacies for some of the world's most innovative and best known charities.
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