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Waverton IM boosts Scottish presence with acquisition of £500m AUM Cornerstone

Waverton IM boosts Scottish presence with acquisition of £500m AUM Cornerstone
1,000 clients added to roster
Cornerstone has offices based in Glasgow and Edinburgh
Waverton Investment Management has acquired Scottish wealth planner Cornerstone Asset Management, taking on 1,000 clients, £500m in AUM and its staff of 22.
The deal, which is subject to regulatory approval, expands Waverton s regional footprint and will allow for an augmented service proposition, integrating wealth planning and discretionary investment management for clients , the firm said.
Established in July 2010 and with offices in Edinburgh and Glasgow, Cornerstone offers wealth management and financial planning advice.
Waverton CEO Nick Tucker said: We have known Cornerstone for some time, having managed their Active Multi-Asset Portfolio range since 2012. They have built a highly-regarded growth business over the last decade and the broadened proposition is a demonstration of our s ....

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Waverton Investment Management buys Scottish IFA firm

Deal adds £500m of AuM ....

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Waverton IM acquires £500m AUM Cornerstone

Waverton IM acquires £500m AUM Cornerstone ....

Glasgow City , United Kingdom , City Of , Alan Reid , Nick Tucker , Waverton Group , Active Multi Asset Portfolio , Cornerstone Alan Reid , Waverton Im , Cornerstone Asset Management , கிளாஸ்கோ நகரம் , ஒன்றுபட்டது கிஂக்டம் , நகரம் ஆஃப் , ஆலன் ரீட் , நிக் டக்கர் , வேவர்‌டந் இம் ,

Wealth planning firm with Edinburgh and Glasgow offices and 1,000 clients bought by English peer

Wealth planning firm with Edinburgh and Glasgow offices and 1,000 clients bought by English peer
scotsman.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from scotsman.com Daily Mail and Mail on Sunday newspapers.

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