Investment Director
020 3327 5217

Jon graduated from Loughborough University in 2008 with a BSc (Hons) in Mathematics, Accounting and Financial Management and joined AXA Framlington’s UK team as a Junior Private Client Portfolio Manager shortly after. Jon joined Punter Southall Wealth (formerly Psigma Investment Management) as an Investment Manager in October 2013 following Psigma’s acquisition of the AXA Framlington private client team. He is a CFA charterholder and has a Diploma in Professional Studies and holds the Investment Management Certificate. He is also a Chartered Member of the CISI and in 2015 was named in Citywire’s Top 30 under 30 wealth managers.

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