Investment Management

A range of investment services for individuals, families and charities.

Adam & Company manages £1.3 billion* of investment funds on behalf of individuals, families and charity organisations.

*At May 2013


We tailor every aspect of our investment service - from constructing and managing your portfolio to keeping you informed.

Portfolio Management

Building a bespoke portfolio of assets and managing them according to your wishes.

More about portfolio management


Managed ISAs

Tax efficient growth for part of your investment portfolio.

More about managed ISAs


Self Invested Personal Pensions

Tax efficient savings for your retirement, with wide ranging investment options.

More about Self Invested Pension Plans

Open Ended Investment Companies

Tax efficient, convenient structures to manage family and individual wealth.

More about Open Ended Investment Companies

Adam Worldwide Fund

A fund that aims to provide capital and income growth by investment worldwide.

More about the Adam Worldwide Fund


Charity Investment Services

We manage funds for more than 100 charity organisations across the UK.

More about Charity Investment Services


Our History

  • How we became who we are

Our Approach

  • Tailored solutions and a personal service

Our Board

  • Details of our board members

Our Partners

  • Who we sponsor and support