Waverton Wealth

Waverton acquires Scottish-based Cornerstone Asset Management Waverton Investment Management Group today announces that it has acquired wealth planner Cornerstone Asset Management (“Cornerstone”), subject to regulatory approval.  Established in July 2010 and with offices in Edinburgh and Glasgow, Cornerstone offers wealth management and financial planning advice.  With some 1000 clients, Cornerstone advises on £500m of Assets Under Management (AUM) and has…

Waverton Wealth Planning pledges support to the Global Ethical Finance Initiative’s Path to COP26. While the festivals and fun normally found in Edinburgh have been postponed by the pandemic, there is one unique and worthwhile group that continues to operate, albeit remotely. The Global Ethical Finance Initiative, or GEFI to its friends, has been busy gathering forces in preparation for…

Tune in to this week’s episode 'Talking 'bout my Power Generation' to hear two expert speakers share their knowledge of renewable energy. Professor Andrew Mill, Visiting Professor at Strathclyde Uni and Chairperson of EMEC and Aanand Venkatramanan, Head of ETF Strategies of LGIM shed light on why clean energy is so important for the climate, for a sustainable economy and…

Episode 3 of the Four Word Thinking podcast "Tour of Edinburgh's Responsible Capital" is now live! https://linktr.ee/fourwordpodcast Speaking with us on this episode we have two Edinburgh based investment experts who manage billions of pounds in pension and investment funds. David Hickey, is a Portfolio Manager and Responsible Investment Lead for the Lothian Pension fund, which is the second-largest local…

Episode 2 of our podcast is now available! https://lnkd.in/dytHpEY In this episode, we talk to Suzie Gillespie of Moo Hair and Michelle Gregory of Gregory Accounting, two Scottish businesses with sustainability at the heart of what they do. Moo Hair haircare products are all vegan, animal friendly and cruelty-free. Susie and her family have worked tirelessly to source natural ingredients that are not harmful to…

Our first podcast episode “Pensions with Intention” is here! This episode features two guests who are seeking to empower and engage people with their pensions, investing for a better retirement and a better world to retire in. Join us for our discussion with David Hayman from the Make My Money Matter campaign and our very own Jason Hemmings, partner at Waverton and…

I think everyone has been horrified by the recent images of crowded beaches and parks that are then left strewn with litter. In Edinburgh, Ian Rankin took to Twitter to express disgust at the state The Meadows was left in following a recent bout of sunshine. As a student I spent many happy afternoons on the Meadows amongst the mandatory…

It was as always a pleasure to read and learn from Ellie’s blog last week, the first in our Build Back Better Letter format. I never fail to find it refreshing and satisfying that Ellie is getting to make good use of the skills she developed as a History student at University during her financial services day job. Thanks for…

As lockdown begins to phase out over much of the UK we’ve decided to switch up our Letters and it’s my pleasure to introduce our first Build Back Better Letter this week. Rebecca and I have hopefully covered some interesting topics already and now we wish to look not just at how things have changed but how they will continue…

This week’s Letter from Lockdown is the last one in this format and finishes on a very important subject – that of education. It thinks about the UN Sustainability Goals (SDGs) that underpin our Responsible Futures portfolios and in particular SDG 4 – ensuing inclusive and equitable quality education and promoting lifelong learning opportunities for all. As I’ve been doing…