Managing Director and Head of Investment Management
020 3327 5401

Matthew gained an honours degree in Economics and Finance before graduating from Southampton University in 1999 with a Master’s degree in Econometrics and International Financial Markets. He undertook extensive research into the equity risk premium before joining HSBC Investment Bank on a graduate training programme. He settled in the Private Client division, where he managed investment portfolios, as well as specialising in portfolio construction, tactical asset allocation and research, at both sector and stock level. He joined Punter Southall Wealth (formerly Psigma Investment Management) in September 2002 to manage a variety of investment mandates and to develop and implement inflation-based dynamic asset allocation solutions. Matthew is a Chartered Fellow of the CISI and has 18 years’ investment experience. He was recently featured as one of the UK’s top 50 wealth managers by Spears.

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