Our story

Prior to forming Punter Southall with Stuart Southall in 1988, Jonathan began his career with Duncan C Fraser and Co in 1978, where he became a Partner within seven years. He has 40 years’ experience in the actuarial profession and particular expertise in UK pensions, investment strategy, pensions in mergers, buy-outs and due diligence deals. A director of several investment companies in London and Dublin, he is also a Fellow of the Institute and Faculty of Actuaries.

Read Jonathan's latest blogs here.

Kenneth joined Punter Southall in 1993 with a focus on widening the range of our activities. He remains responsible for the strategic development of Punter Southall Group and is a Director of its principal operating subsidiaries. Previously, he worked in a large UK pensions consultancy firm before taking an MBA at INSEAD Business School. He then worked in financial management and corporate strategy consultancy in Geneva, London and Paris. Kenneth graduated from City University with a degree in Actuarial Science and is a Fellow of the Institute of Actuaries.

Stuart Southall co-founded Punter Southall with Jonathan Punter in 1988. Stuart established Punter Southall with Jonathan Punter in 1988; one of the most successful start-ups in the actuarial consultancy market for over 30 years. Punter Southall Governance Services went on to merge with 20-20 Trustees in 2023, to become Vidett.

Having practiced as an Actuary for almost 40 years, Stuart is a Fellow of the Institute and Faculty of Actuaries and served as chairman of the Association of Consulting Actuaries 2010-12.

Angus has over 30 years experience in the investment industry, in both the UK and South Africa. Starting his working life as a Stockbroker in Johannesburg, he emigrated to the UK in 1986 and has held a number of senior roles including Chief Executive posts at Sanwa Asset Management, Credit Suisse Asset Management and Sanlam Investment Management.

He also serves as a non-executive director of Sanlam UK and Sanlam Life and Pensions and is Chairman of Nucleus Financial Group.

Lukas is a qualified accountant with a background in corporate finance and more than 15 years Wealth Management experience. He was part of the Sanlam team that bought Merchant Investors, becoming CEO of Sanlam Investments and Pensions in 2004. He became CEO of Sanlam UK in July 2008 comprising businesses in financial planning, private clients and investments and pensions. He also served on the boards of Intrinsic Financial Services Limited and Nucleus Financial Group Limited as non-executive director during his tenure at Sanlam until February 2016.

Current interests include private equity investments and Fintech developments.

With board experience in both complex organisations and early stage environments, Mandy brings a background of strategic planning and operational management to the Group. A chartered accountant by training, she spent 18 years with Ernst and Young before steering her focus towards the growth of new companies, serving on the boards of a diverse range of start-up businesses. Mandy is a Trustee of The Institute of Cancer Research, where she is also Chair of the Audit Committee. Mandy holds a Financial Times Non-Executive Diploma with a focus in corporate governance.