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Access Adam & Company’s online portals

From this page, you can securely access your valuation and up-to-date information about your investments. You can also view your portfolio dashboard and cash statements, as well as check any purchases and sales - and much more.

Private client

If you are a private client, you can log in by clicking the button below. 

Log in

Professional advisers / intermediaries

If you are a professional adviser or an intermediary who has clients with CGWM, you can log in by clicking the button below. 

Log in

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If you were a user of one of our previous portals, you should have received instructions from us. If you cannot find this information or require any support, please get in touch with us.

Alternatively, if you have not used our previous portals, but would like to register, please get in touch with us.

Contact details

Should you require any assistance with the above, please contact the online team on 0330 390 0850 or email us at, and we will be pleased to help you.

Mobile app

You can download our new app which is available on the Apple and Android stores – CGWM Investments.

Download our user guide

For more information on accessing and using our client portal, you can download our helpful user guide. 


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

Investment involves risk and is not suitable for everyone.