Punter Southall Wealth
Head of Scotland and the North of England, Investment Management
0131 230 0294
Tim graduated from Oxford Brookes University with a diploma in Business Studies in 1989. He moved to London and started his working life as a wine merchant for Bibendum Fine Wine. After a short but enjoyable time, he moved to the City the following year to start his financial career at James Capel and Co (latterly HSBC). Here he worked for twelve years managing private client portfolios, personal pension plans, trusts and charities, reaching the position of Director. In 2002 he moved to Rathbones where he continued to develop his career managing clients and their portfolios, initially in the West End before transferring to Edinburgh in 2007 to help develop their office and increase awareness of Rathbones in Scotland. Tim joined Punter Southall Wealth (formerly Psigma Investment Management) to open their Edinburgh office in February 2014 and is a chartered fellow of the CISI.