Investment Management

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

Adam & Company manages £1.5 billion* of investment funds on behalf of individuals, families and charity organisations.

* At 30 June 2010

Investments

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

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

Tax efficient growth for part of your investment portfolio.

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

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

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

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