Punter Southall Wealth Ltd, of which Psigma is a division, controls over £3.9bn of client and corporate assets and has over 7,400 client relationships in total. Psigma directly manages assets for private clients introduced by independent professional advisers.
We are dedicated to providing real, risk-adjusted returns for our clients, and this investment journey begins by agreeing what clients’ investment goals and objectives are. This is achieved through an open dialogue to ascertain objectives and set appropriate performance benchmarks.
We have a strong track record in identifying and working with investment managers who are specialists in their fields, and our investment process allows us to seek out the right funds and mandates to enable us to deliver long-term returns aligned to our four pillars of SRI. We have co-created fund mandates with external fund managers to assets where we see specific opportunities. As an example, we have several mandates with TwentyFour Asset Management, which allow us to design funds to access areas of the Fixed Interest markets where we see value whilst utilising their ESG and Sustainability expertise. TwentyFour have built their own ESG proprietary tool called Observatory which is used within their investment decision-making process.
Only seven discretionary management firms, with propositions in both the DFM Bespoke and DFM MPS Direct categories, have seen both offerings achieve 5 Star Ratings from Defaqto for ten consecutive years (2013 to 2022 inclusive). Psigma is one of these DFMs.
Defaqto have also assessed our SRI strategies: the reports can be accessed here: Cautious Balanced Growth Aggressive Growth
Psigma has also been awarded the 3D Award by Asset Risk Consultants (ARC) for six consecutive years (2015 to 2020 inclusive). This demonstrates our ongoing commitment to the principles of transparency, engagement and integrity.