Canaccord Genuity Wealth Management (CGWM) has acquired Punter Southall Wealth (PSW), with its Scottish team moving to Adam & Company Wealth Management - acquired by Canaccord Genuity last year - under the leadership of Graham Storrie.
The move will see the Edinburgh-based team double in size and bolster Adam & Company’s financial planning expertise.
PSW’s head of Scotland and the North of England, Tim Wishart, will join Storrie’s leadership team, along with Peter Young, PSW’s head of financial planning in Scotland and the North of England; with a focus on growing the business in Scotland.
