Waverton IM acquires wealth planner Cornerstone
Expands regional footprint
Waverton IM acquires wealth planner Cornerstone
Waverton Investment Management has acquired Scottish wealth planner Cornerstone Asset Management, taking on 1,000 clients, £500m in AUM and its 22 staff.
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...
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