Our operations team supports the day-to-day running of accounts. We invest in technology as well as people. Because Adam offers bespoke banking we have our own computer software. An Adam mortgage, for instance, can be tailored to your needs and our software needs to be equally versatile. Our sophisticated investment management, foreign exchange and currency requirements also necessitate advanced technology. Accordingly we have a development team constantly working to refine our software as well as update it to keep in line with regulatory changes.
We place great emphasis on the safekeeping and custody of investments. Our Investment Administration Service integrates with our banking services and provides the full range of periodic and annual reports designed to provide you and your tax adviser with an extensive record of your portfolio and related financial transactions.