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Enlightened wealth management

Here at Adam & Company, based in the heart of Edinburgh, our aim is to help people at all stages of life with their financial goals. We believe your investment manager should be far more than simply a financial and investment strategist – although of course our first concern is to look after your wealth carefully, expertly and consistently.

Beyond that, we will create and maintain a unique relationship with you, based on your wishes and preferences, to ensure that you have absolute confidence in our ability to put your interests first.

Investment management suited to you

We will focus on getting to know you and discovering what is most important to you. We will ask you what your wealth means to you, what you want to achieve with it, and why. Does your wealth represent your own achievements, your family's heritage, your children's future, your wish to change the world, your desire for security – or all of these?

To find out more about our services, and how we will tailor them to suit your precise individual needs take a closer look.

Wealth management services

Investment management

A discretionary investment management service built just for you. Our experts will build and run a personalised portfolio on your behalf.

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Wealth planning

Our wealth planning specialists will work with you to help ensure your plans, accounts and investments work harmoniously together to achieve your goals.

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Speak to the team

Get in touch with our investment experts to arrange a no-obligation consultation to discuss your investment needs with one of the team.

Get in touch

Protect yourself from fraud

We are aware that fraudsters are using the Adam & Company name, logo and office address to exploit unsuspecting clients. Read some of the measures you can take to protect you and your money from fraud.

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Adam & Company private banking

For Adam & Company banking and lending clients wishing to access their online banking and lending services, there is no change to how you access the service. Please click here or visit www.adambank.com to access the service in the usual way.

Adam bank

How can we help?

If you would like to know how enlightened wealth management could empower you to create the future you want, please get in touch. We’ll be delighted to answer your questions and provide more details of our services.

IMPORTANT: Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.