David James Robertson

Punter Southall Wealth Ltd. (PSW) is a wealth management firm headquartered in London, UK. The firm was founded in 2002 and formerly known as FILMDISK LTD and as PSigma Investment Management Ltd. They were renamed as Punter Southall Wealth Ltd. in 2019. They are owned by Canaccord Genuity Wealth Group Holdings (Jersey) Ltd., a subsidiary of Canaccord Genuity Group, Inc. (TSE: CF) in Canada. PSW provides financial advisory and investment management services to a range of private and institutional clients which includes family trusts, pension schemes and charities.

7IM Financial Solutions Ltd. (7IM) is an investment adviser headquartered in Edinburgh and was founded in 1997. They were formerly known as Turcan Connell Solicitors & Asset Managers, Turcan Connell Asset Management Ltd. and Tcam Asset Management Ltd. The firm is a subsidiary of Tcam Asset Management Group Ltd. 7IM provides investment advice to individuals, families, trusts, charities and corporate entities.