Waverton Investment Management
Waverton Investment Management is a distinguished financial services firm that specializes in providing tailored investment management solutions. The company serves a diverse clientele, including individuals, trusts, charities, and institutions. Waverton offers a range of services, such as discretionary portfolio management, investment advisory, and various financial planning services, including estate, tax, retirement, and family protection planning. The firm is committed to delivering high-quality investment options while ensuring a personalized approach to meet the unique preferences and goals of each client. With a focus on bespoke service, Waverton aims to foster strong relationships and provide direct access to its investment managers, enhancing the client experience in the investment management landscape.
1 past transactions
Cornerstone Asset Management
Acquisition in 2021
Cornerstone Asset Management is a wealth management firm based in Edinburgh, Scotland, specializing in comprehensive financial planning services. The company offers a range of solutions, including estate and tax planning, retirement planning, investment consulting, and family protection. With a focus on flexibility, Cornerstone's approach is designed to adapt to the evolving needs and circumstances of its clients, whether they are in the early stages of wealth creation or seeking to preserve assets for future generations. The firm's structured processes aim to deliver consistent outcomes that align with client expectations, ensuring a thorough and practical approach to financial management.
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