Bespoke services for individual clients. Adam & Company manages £1.3 billion* of investment funds on behalf of individuals, families and charities. Our service is tailored to you – from the construction and management of your portfolio, to the personal contact with your portfolio manager.
*correct at May 2013
Clients generally come to us to manage their portfolios for the longer term – ten years or more.
We consider ourselves to be prudent investors, not taking unnecessary risks but aiming to produce consistent returns. We share expertise and best practice across the investment team with the aim of providing individual service excellence, backed by the strength of our combined experience.
Our clients invest in a broad range of assets including UK and overseas equities, bonds, property and specialist funds. We are not tied to using our own funds and can choose from the wider market.
We get to know not just your assets but also your liabilities, family circumstances, future plans and responsibilities. So we produce a truly personalised service based on real understanding – not merely your attitude to risk.