Psigma Investment Management, a Canaccord Genuity Company

About We are a privately owned Discretionary Fund Manager providing award-winning discretionary investment portfolio management for private clients, charities, trusts and pension schemes. In order to deliver value to our clients, we focus on delivering real returns through our inflation plus strategies; an approach adopted since our launch in 2002. Our Services Discretionary Investment Portfolios: Minimum investment £250,000 Managed Portfolio Service: Minimum investment £50,000 Available through financial advisers and via Advance (Formerly Zurich), Ascentric, Aviva, Embark, FundsNetwork, Fusion, James Hay, Standard Life, Transact, 7IM and Quilter platforms. Our Managed Portfolio Service is risk mapped to Dynamic Planner and Risk Rated by Defaqto Specialities Discretionary Investment Management, Risk Rated Portfolios, Managed Portfolio Services and Inflation-Plus Investing. Our clients are also able to access our Socially Responsible Investment Service and specific single asset expertise through our innovative Fixed Interest Portfolio, our Balanced and Multi Cap Equity strategies and our AIM IHT Portfolio. Why Psigma We pioneered the use of ‘Inflation-plus' investing for clients and have been at the forefront of the move to multi asset investing. This diversified approach to investing has been instrumental in delivering real returns with lower volatility. We also believe that having a flexible and forward thinking investment process sets us apart from the competition. Being rigorous and thorough is a prerequisite, but the ability to adapt and act quickly is vital in capturing value for clients and conversely having the ability to protect their investment in falling markets. Psigma Investment Management is a trading name of Punter Southall Wealth Limited.