W1M Scotland doubles AUM in just four years to hit £1bn milestone

London, UK – Tuesday 10th February 2026 – W1M Wealth Management Ltd (“W1M”), the wealth and investment management firm for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families, charities, and institutions, is pleased to announce that its Scottish business (W1M Scotland) has surpassed £1 billion in assets under management (AUM), marking a significant milestone in the firm’s short history.

W1M Scotland (formerly Waverton Scotland) was established in 2021 as a result of Waverton’s acquisition of Cornerstone Asset Management. Multi-award-winning Cornerstone was widely regarded as the leading Financial Planning business for HNW clients with complex financial planning needs in the region. In 2023, Waverton Scotland bolstered its team further with the flagship appointments of Graeme Brock, Roger Haxton, and Lauren Austin. With over three decades of working as partners, Brock and Haxton were fundamental to the success of Smith & Williamson (now Evelyn Partners) and Greig Middleton (now Barclays Wealth) across the region.

The growth of W1M Scotland since 2021 has been driven by the team’s hiring strategy as well as the strong demand for W1M’s best-in-class wealth management service in all corners of Scotland, which recognises the country’s unique wealth characteristics and demands. There has been a significant uptake in W1M’s combined planning and investment proposition, where W1M clients stand to benefit from not only complex financial planning solutions but the team’s exceptional investment performance and attractive suite of solutions founded on the mantra of global, direct, and active investment.

Alan Reid, Head of Wealth Planning – W1M Scotland, commented:

“Our team has worked incredibly hard over the past few years to grow W1M’s presence in Scotland and drive the business’ integrated wealth and investment offering. This success has been driven by our laser focus on growing the team and continually adding the best expertise to the firm, ensuring clients interact with specialists who can truly make a difference. The numbers speak for themselves, and we’re excited for what the future holds.”

“W1M’s strong foundations and enhanced proposition following the firm’s recent merger will provide a firm platform for our business to continue flourishing in Scotland.”

Graeme Brock, Portfolio Manager and Head of W1M’s Scotland Office, added:

“It’s been incredible to experience the firm’s transformation in such a short space of time. We pride ourselves on providing our clients with simple and accessible solutions to complex challenges. This is made possible by the seamless integration and collaboration between our wealth and financial planning teams, who have a deep understanding of their markets and solutions. Our service is underpinned by our company-wide disciplined investment process: global reach, direct access, and an active approach, which will continue to drive success across the firm despite economic headwinds.”