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Tailored investment management services for charities

At Adam & Company Wealth Management, we believe that every charity is different and that you need to feel sure that we understand the unique requirements and objectives of your charity or foundation.

We are acutely aware of the challenging responsibilities you face as a trustee of charitable investments, and we have tailored our services to help in any way you need. With extensive experience taking care of charitable organisations, and over £1bn in charity assets under management, Adam & Company is a name you can trust. 

How we will work with your charity

Your dedicated Investment Manager will take the time to get to know you, and will ensure our service, and your portfolio, are tailored to your specifications. They will be in regular contact with you, meeting either face-to-face or virtually, and can attend trustee meetings, if you need them to.

Our process is flexible, which allows us to reach our goals of ensuring your investment needs are met with the best possible returns for your selected risk level and inline with your charity’s Investment Policy Statement (IPS).

Speak to one of our charity investment experts

To discuss your charity’s investment needs, book a free consultation.

Get in touch

Why choose our investment management services for your charity

  • Our investment offering includes equities, funds, securities, investment trusts, exchange-traded funds (ETFs), alternatives, bonds and cash
  • We offer a distinct, in-house ESG portfolio service, dedicated to sourcing ‘responsible companies’ in which to invest
  • Our expert teams use the open market to select quality investment opportunities for your charity or foundation
  • We utilise the knowledge of our specialist investment committees to agree the best possible positioning for your portfolio
  • Risk is measured through our own risk management calculator, and our portfolios are built from approved lists of investments
  • We consistently refer to your organisation’s objectives, to ensure your portfolio remains on track and meets IPS standards
  • Investments are actively managed and monitored to minimise losses and maximise returns.

We understand that your focus is on managing your charity’s fund effectively, and ensuring it works for the benefit of others. Our job is to make sure you have the right advice and support to achieve this, and we will be there every step of the way. 

Investment management designed for charities

To find out more about how we can meet your charity’s investment needs, download our guide.


Speak to one of our investment experts

To discuss your charity’s investment needs, book a complimentary, no-obligation consultation.

Get in touch

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.

This is not a recommendation to invest or disinvest in any of the companies, themes or sectors mentioned. They are included for illustrative purposes only.

The information contained herein is based on materials and sources deemed to be reliable; however, Adam & Company makes no representation or warranty, either express or implied, to the accuracy, completeness or reliability of this information. Adam & Company is not liable for the content and accuracy of the opinions and information provided by external contributors. All stated opinions and estimates in this article are subject to change without notice and Adam & Company is under no obligation to update the information.

Contact a personal investment manager today

If you would like to know how we can help with your charity's investment needs, get in touch. We will be delighted to provide more details of our services.

Photo of Simon Kay

Simon Kay

Head of Business Development

After graduating from the University of Stirling in 1997, I began my career in financial services with the Edinburgh investment house Friends Ivory & Sime, where I provided support to independent financial advisers (IFAs) as well as the sales team. After relocating to London in 2001, I worked in business development for a range of companies including Investec and Aberdeen Asset Management, before joining SEI in 2009, where I worked with IFAs, private banks and direct-to-consumer businesses. I joined the company as part of the acquisition of Punter Southall Wealth and am an Associate Member of the CISI, holding its Diploma in Investment Advice.

Photo of Richard Hyder

Richard Hyder

Investment Director

I graduated from St Andrews University in 1990 with an MA (Hons) in Management and International Politics. After working for the Scottish Chamber Orchestra, I switched to a career in investment, focusing on managing the portfolios of trustees, private clients and their families, initially at Murray Beith Murray and then Turcan Connell. I joined Adam & Company as part of the acquisition of Punter Southall Wealth, and am based in the Edinburgh office. As well as over two decades of portfolio management experience, my background includes a range of charity roles including being an elected Council Member of the National Trust for Scotland, a member of the Scottish Episcopal Church investment committee and currently a member of Erskine’s finance and performance committee. I am also a Chartered Fellow of the CISI.



Book a freeconsultation with an Investment Manager

Typically, we work with clients who have over £250,000 of investable assets. If you’re looking for services at lower levels of investment, we may have other options available.

Please give us your consent, email address and phone number to be contacted to book a free consultation:

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What happens next?

1. Arranging an initial consultation

First you can expect to receive an email from our team within 48 hours to find a suitable time that works for you, to arrange a voice or video call for an initial consultation.

2. Your consultation 

During this consultation, a member of the team will discuss your situation with you to understand your requirements and answer any questions you might have about Adam & Company and the services that we provide.

3. Referral to a Wealth Planner or Investment Manager

If you decide to progress with us, you will be referred to one of our Wealth Planners or Investment Managers to discuss your situation and requirements in more detail. They will then design a bespoke proposal detailing a unique investment portfolio that matches your individual requirements and attitude to risk, to meet you and your family’s needs.

4. Working with you long-term

With our wealth planning and investment management professionals, your wealth is in expert hands. We will always keep you informed about your investment portfolio and performance and will continue to work with you to build our relationship on your terms. We can meet with you face-to-face, by phone or by email, whichever is more convenient for you. You can also access your account online at any time through our app. Our wealth management professionals are always readily available to speak with you.


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.