Scottish independent financial advisory firm Cornerstone Asset Management has promoted three chartered financial planners to equity partners.
A new exciting investment proposition – launching this September – complements Cornerstone’s belief that investing in companies seeking to tackle the world’s problems, such as global warming, water shortages, inequality and poverty, offers attractive opportunities for long term growth.
Outsourcing investment decisions to experts and embracing innovation has always underpinned the business. It has partnered with discretionary managers who combine investment expertise with a shared passion for investing for good and the opportunities that this brings to create a unique range of Responsible Future multi-asset portfolio.
These uniquely combine the latest developments in ethical, environmentally friendly and socially responsible investing with meticulous risk and portfolio management and a hands-on, personal client service proposition.
The new responsible futures initiative will form a key part of Cornerstone’s strategy as managing director Jen Paice – appointed last September – creates a team to take the business to its next stage of growth.
Chartered planners Stephen Hall, Simon Wigglesworth and Scott Snedden are long-serving employees who now have a stake in the company as they build on an award-winning year. The chartered financial planning qualification is the ‘gold standard’ within the sector as it recognises each individual’s knowledge, ethics and professionalism.
Hall joined the company in 2011, with Wigglesworth arriving a year later and Snedden three and a half years ago.
Paice has worked in a number of managerial roles in the UK and also for Scottish Development International in New York. She is a former IoD Director of the Year winner for third sector businesses. Her business priorities at Cornerstone are innovation in client experience through the use of technology and growing the business.
Aside from Paice’s appointment, the Firm hired Alan Whitelaw as Wealth Manager and Sam Harvey an administrator, both based in Glasgow.
Paice says: “Simon, Stephen and Scott have made a significant contribution to Cornerstone Asset Management and I’m delighted to announce their appointment to equity partners. These promotions are testament to their financial acumen, industry knowledge and professionalism. We are in a period of growth and have big ambitions for our business and our new equity partners will play an important role in helping us achieve our goals.”
