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.
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, family protection, and budgeting. Their approach is designed to be adaptable, addressing the evolving needs of clients as they progress from wealth creation to asset management and ultimately wealth preservation for retirement and future generations. Cornerstone Asset Management focuses on delivering consistent outcomes through carefully crafted processes and practical solutions that align with clients' expectations and financial goals.
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