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Understanding your investment management needs

When we first meet you, we will work with you to understand what you need so we can choose the right wealth management partner from our team.

They will build a close, enduring relationship with you and, if your circumstances or financial legislation change, they will adapt their advice and suggestions to fit the new situation.

Wealth management services

If you would like us to go beyond managing your investment portfolio, your investment manager will liaise with other members of our team, including a dedicated independent financial planner. They will work seamlessly together to ensure your wealth plans and investment solutions are coordinated for your long-term prosperity.

We also offer additional investment services to help meet the diverse and unique objectives of each of our clients. Through detailed understanding of your financial goals and objectives, we can construct tailored solutions to meet your needs.

Discretionary 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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AIM Listed Portfolio Service (ALPS)

Designed to maximise the potential for growth in the short term, while protecting your wealth for the future. Find out if ALPS might be right for you. 

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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

Discretionary managed ISAs

With our discretionary managed ISAs, Adam & Company selects your investment assets and manages your ISA portfolio. Your ISA portfolio can be managed independently or as part of your wider portfolio. For example, you could use it to generate a tax-efficient income while the remainder of your portfolio is geared towards capital growth.

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Download our brochure

Take away information about our wealth management services.


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.