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.
Important Information
THE VALUE OF INVESTMENTS AND THE INCOME FROM THEM, CAN GO DOWN AS WELL AS UP AND YOU MAY NOT RECOVER THE AMOUNT OF YOUR ORIGINAL INVESTMENT.Adam clients
To find out more about how charity investment services from Adam & Company can meet your individual needs, please contact your Relationship Manager.
New clients
If you wish to become a client of Adam & Company, please complete this form or contact us on +44 (0)131 225 8484.
Further information
This scale of charges is effective from February 2012
Scale of charges - Investment Administration (PDF, 77kb)
Investment Management Tariff (PDF, 72kb)
These scale of charges are effective from January 2012
Adam & Company - Scale of charges - Banking services (PDF, 83kb)
Adam International - Scale of charges - Banking services (PDF, 86kb)
A Guide to the Lending Code for Consumers (PDF, 259kb)
A Guide to the Lending Code for Micro-Enterprises (PDF, 249kb)
Other Services
Our History
- How we became who we are
Our Approach
- Tailored solutions and a personal service
Executive Team
- Details of our board members
Sponsorship
- Who we sponsor and support