Services for Wealth Managers and Institutions
We offer a comprehensive range of banking, custodial, settlement and client reporting services for investment managers, investment advisers and intermediaries. Employing our own integrated banking and investment systems, to which you will have on-line access, the service enables us to assume full "back office" responsibility for the day to day administration of client portfolios including ISA, SIPP and insurance wrappers as well as segregated client portfolios. The service is specifically structured so that your clients have access to the full range of Adam's banking services providing a seamless private banking and administration proposition.