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About Adam & Company

The brainchild of Sir Iain Noble, Adam & Company was founded in Edinburgh in 1983 by a group of influential Scottish business people and was the first new retail bank to be established in Scotland since 1844. Our name is a tribute to Scottish Enlightenment economist Adam Smith, who revolutionised economic theory in 1776 with the publication of ‘An inquiry into the Nature and Causes of the Wealth of Nations’.

The aim was to provide high-quality Scottish-based banking and investment management services for wealthy clients. The prospectus at the time described the type of client we sought to serve, explaining that ‘many professional people preoccupied with the responsibility of looking after other people’s affairs cannot spare enough time to look after the minutiae of their own...a senior executive in industry working long hours and travelling extensively cannot give the attention to his own personal matters which they merit’. This statement remains as true today as it ever was - and we remain fully committed to serving the wealth management needs of busy clients and their families.

Opening our doors for the first time in 1984, we placed great importance on developing strong personal relationships with our clients and tailoring our facilities to meet their individual needs –an approach we still strongly believe in.

In 1993 Adam & Company joined the Royal Bank of Scotland Group (now NatWest Group) but retained its own identity, operating independently with a separate board of directors.

We are now delighted to be part of Canaccord Genuity Group Inc. a global financial services firm, operating in wealth management and capital markets. This enables us to draw on the Group's global resources and expertise for your benefit.

We offer a full spectrum of wealth management services, including discretionary investment management and wealth planning. We are passionate about investing, constantly exploring new opportunities and assets which could be right for our clients. Through our links to Canaccord Genuity Wealth Management (CGWM), we have access to an extended range of asset classes and geographies, including global equities and small caps.

Our wide knowledge, in-depth experience and understanding have led to our success and an investment track record that has historically outperformed benchmarks over the long term.

Our core beliefs and expertise

Consistency is vital. We believe in taking a long view, especially when it comes to relationships and making investment choices for our clients. We combine traditional service levels with modern ideas, technology and opportunities, and we are never afraid to challenge the status quo if we believe it will benefit our clients.

Our investment managers have an average of 20 years’ experience and take a curious, questioning, and proactive approach to investment management. They are constantly searching for new themes, ideas, and ways of serving our clients, looking for a better way while anticipating potential opportunities and challenges

We take lifelong care of your wealth so you can make the most of opportunities and future-proof your financial future, including planning for later life, intergenerational wealth transfer and inheritance tax.

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

Canaccord Genuity Wealth Management (CGWM) is the trading name of Adam & Company Investment Management Limited, a subsidiary of Canaccord Genuity Group Inc. Adam & Company Investment Management Limited is authorised and regulated by the Financial Conduct Authority. Registered in Scotland No. SC102144. Registered offices 40 Princes Street, Edinburgh, EH2 2BY.

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