TMI to Manage Cornerstone's new Model Portfolio Range

TMI to Manage Cornerstone's new Model Portfolio Range

Thomas Miller Investment, a member of the 129 year old Thomas Miller Group of companies, has been appointed by Cornerstone to manage a new Multi Asset Portfolio (MAP) range.

The service has been launched on the Ascentric Platform and has been launched with four model portfolios. The portfolio enables clients to gain a significant part of their equity exposure via direct equity holdings within their portfolios rather than wholly using collectives or ETFs.

Thomas Miller Investment work with clients and their planners to create investment policy statements with a focus on clients’ objectives.

Cornerstone Asset Management provide financial planning for clients both individuals and business owners. The Cornerstone approach to advice is flexible to meet the changing needs and circumstances, from early wealth creation to management of assets.

Matt Lonsdale, Head of Intermediary Business Development, Thomas Miller Investment, says: “We are delighted to be working with Cornerstone who are a highly regarded firm with a first class client proposition. This alliance is further evidence of our growing position as a key provider of services to the UK Financial adviser sector.”

Jason Hemmings, Partner, Cornerstone Asset Management, says: “We have been working with Thomas Miller Investment since July 2014. Over this time the team at Thomas Miller Investment have worked hard to understand and adapt to our requirements, and have always reacted quickly and positively to requests we have made, giving us a great level of service. We are looking forward to building on this new relationship through 2015 and beyond.”

Please get in touch if you have any questions, our team would be happy to help.

The value of your investment can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Prevailing tax rates and relief are dependent on individual circumstances and are subject to change.

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