Cairngorm Capital Case Studies
Verso Wealth Management is a leading tech-enabled UK wealth management group with £1.8bn of assets under management and an established national footprint.
Verso was founded in 2021 after the initial investments in Whitefoord LLP and Munnypot Limited, merging the investment management expertise of Whitefoords with the award-winning Munnypot technology platform. The group has since completed five acquisitions, positioning Verso as a leading vertically integrated wealth management platform.
Verso is using digitisation to provide clients with a compelling service, and to enable advisors to maximise efficiency, reduce compliance risk and increase revenue. A core part of the strategy revolves around effective segmentation of clients across digital, desk based and F2F, in doing so, freeing up advisor capacity to focus on high-margin clients and drive new business. Cairngorm Capital will continue to support Verso’s management to build a leading digital wealth management group through a buy and build programme to build additional scale in the sector
Cairngorm Capital’s investment in Verso was made in September 2021 and is the fifth investment from its 3rd fund, Cairngorm Capital Partners III LP.