Waverton’s Acquisition Of Cornerstone Asset Management

In UK Charles Russell Speechlys, advised on the matter.

Charles Russell Speechlys advised Waverton International Ltd with a team including Mark Bailey (Commercial Law), Andrew Clarke (Picture – Corporate M&A), Helen Coward (Tax M&A and Deal Advisory), David Hicks (Corporate M&A), Michael Jones (Human Capital).

Waverton Investment Management Group acquired Cornerstone Asset Management LLP. 

 

Established in July 2010 and with offices in Edinburgh and Glasgow, Cornerstone offers wealth management and financial planning advice. The addition of Cornerstone, which has some 1,000 clients and advises on c£500m of assets under management, will expand Waverton’s regional footprint and will allow for an augmented service proposition, integrating wealth planning and discretionary investment management for clients.

The Charles Russell Speechlys team was led by Partners Andrew Clarke (Picture) and David Hicks and Senior Associate Charlie Ring, with support from James Scott (Corporate), Helen Coward and Anna Reynolds (Tax), Mark Bailey and Christina Fleming (Commercial), Jessica Arrol Caws (Financial Services), Kelly Evans (Employment) and Michael Jones (Pensions).

 

Involved fees earner: Jessica Arrol – Charles Russell Speechlys; Mark Bailey – Charles Russell Speechlys; Andrew Clarke – Charles Russell Speechlys; Helen Coward – Charles Russell Speechlys; Kelly Evans – Charles Russell Speechlys; Christina Fleming – Charles Russell Speechlys; David Hicks – Charles Russell Speechlys; Michael Jones – Charles Russell Speechlys; Anna Reynolds – Charles Russell Speechlys; Charlie Ring – Charles Russell Speechlys; James Scott – Charles Russell Speechlys;

Law Firms: Charles Russell Speechlys;

Clients: Waverton International Ltd;

Author: Giulia Di Palma