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
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.
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.
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.