Adam & Company looks after charitable funds for a range of organisations. Our service differs from larger investment management institutions in the level of service we provide - and in our willingness to manage smaller portfolios.
With clients in Scotland, England and Northern Ireland, we have experience of the needs of the local charity regulators in these countries. We are also well placed to help clients meet their financial and reporting obligations.
Adam & Company Charity experience
We manage funds for more than 100 charity organisations. They are involved in a broad spectrum of causes from child and animal welfare to religion and the arts.
To find out more about how charity investment services from Adam & Company can meet your individual needs, please contact your Private Banker.
If you wish to become a client of Adam & Company, please complete this form or contact us on +44 (0)131 225 8484
This scale of charges is effective from June 2014.
Investment Management Tariff (PDF, 72kb)
This scale of charges for private clients is effective from September 2012.
Scale of charges - Banking services (PDF, 72kb)