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A warm welcome to Adam & Company

We are delighted to welcome you to Adam & Company, one of the largest and longest-established wealth management firms in Scotland. Our mission is simple – we believe in helping you to achieve the future you want through enlightened wealth management.

If you are an existing Intelligent Capital client, you may be wondering how this will affect you. To begin with, rest assured that your financial planner at Intelligent Capital will remain the same. If you have any questions, please do not hesitate to get in touch with them.

You will also see very little change in the services you receive. However, your financial planner will now be able to draw on Adam & Company’s extensive expertise and resources – including access to our in-house investment management services.

Over the next few months, we will begin to transition the Intelligent Capital brand to our established Adam & Company name and logo. Throughout this integration period, we hope to highlight our partnership, strong cultural fit and commitment to building on the foundations that both companies have established – whilst continuing to provide you with the high level of service that you have come to expect.

  

A Canaccord Genuity Group company

Adam & Company was founded in Edinburgh in 1983, and was the first new private bank to be established in Scotland since 1844. Throughout a series of structural changes over the past 40 years, our primary aim has remained the same: to serve the wealth management needs of Scottish clients and their families.

In 2022, we became part of Canaccord Genuity Wealth Management (CGWM), a top-ten independent UK wealth management company by assets under management. In becoming part of the wider Canaccord Genuity Group, we can draw upon global resources and expertise for the benefit of our clients, while retaining our own Scottish identity.

Find out more about our history.

About us

Broadening horizons

At Adam & Company, we have enough size and scale to deliver experience and expertise, combined with a highly developed and up-to-date technical infrastructure. Our resources will not only enhance Intelligent Capital’s existing services, but also broaden the range of services available to you over the long term.

As an integrated wealth management business, we provide a full spectrum of in-house investment management services. Where applicable, these services can be seamlessly integrated into your financial plans to help you achieve both short and long-term objectives.

As part of the Adam & Company family, your Intelligent Capital financial planner will have direct access to our broad range of resources and expertise, and will be able to utilise these to help you to build the financial future you want.

Find out more about our integrated investment management services.

Our investment services

  

Our shared commitment to building strong, long-term relationships

Adam & Company and Intelligent Capital share a very similar philosophy, as we both believe that wealth management revolves around the individual. Both companies place great importance on the development of strong, personal relationships with clients, and tailoring strategies that meet their individual needs. As a result, we believe the integration will bring the best of both businesses together as we build off this shared ideology.

As a client of Intelligent Capital, you can be confident that your current financial planner will continue to look after you in the way you have already established with them. The only difference for you is that your financial planner will now be supported by our in-depth resources.

  

Moving forward

Your regular contact at Intelligent Capital will stay in touch with you, and will keep you fully up to date as we advance in the coming months. If you have any questions, they will be more than happy to help you.

In the meantime, you can find out more about Adam & Company and the integrated services that we offer by exploring the rest of our website, or reading our latest insights.

  

Our latest insights

How family succession planning could help protect your family’s future

Thinking about how best to pass on your wealth? If so, our Adam and Company independent financial planners suggest asking yourself these four important questions

Read more
Trusts for estate planning: what, when and how?

Andrew Chastney, technical specialist, Canaccord Wealth Management discusses the details of trusts, the specifics of setting one up, and how they can work for and benefit certain individuals.

Read more
A seismic shift in UK politics - stability in asset markets

As the dust begins to settle on the 2024 UK general election, Tom Becket analyses the immediate and longer-term impact on UK asset markets.

Read more

See all blog posts

  

Adam & Company is a trading name of Intelligent Capital Ltd, a Company authorised and regulated by the Financial Conduct Authority.

Registered in Scotland No. SC192637. Registered Office: Gresham Chambers 3rd Floor, 45 West Nile Street, Glasgow G1 2PT.

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.