Head of Investment Strategy

Rory graduated from Bristol University in 2003 with a First Class honours degree in Economics and shortly after joined the regulatory consulting team at Deloitte. Rory joined Russell Investments in 2006 where he was lead manager for eight risk-rated funds (circa £1bn of assets) and responsible for asset allocation over both short and long-term time horizons as well as helping to formulate their Multi-Asset investment process. Rory joined Punter Southall Wealth (formerly Psigma Investment Management) at the end of 2015 as Head of Investment Strategy, where he is an integral part of our Investment Committee helping to drive and inform asset allocation decisions and views as well as identifying new investment strategies. He is a CFA Charterholder.

Other Punter Southall Wealth Members