Punter Southall Wealth
Rupert Stone, CFA
Investment Director - Investment Manager Team Leader
020 3327 5410
Rupert joined Punter Southall Wealth (formerly Psigma Investment Management) in 2008, after graduating from Edinburgh University with an MA Honours degree in Economics. Rupert manages a broad range of private clients, trust, pension and charity portfolios. Within Punter Southall Wealth, he is an Investment Manager Team Leader, heading up one of our private client teams of financial planners and investment managers. Rupert is a Chartered Fellow of the CISI, having gained a distinction in the Fund Management paper during the completion of the CISI Diploma. He is also CFA Charterholder and a Chartered Wealth Manager. Rupert was named as one of the 2021 PAM Top 40 Under 40, an initiative which recognises the rising stars of the UK private client wealth management industry. He was also recognised in Citywire’s Top 30 under 30 wealth managers for 2014.