Charity investment services

Charity Investment Services

Institutional expertise backed by personal service.

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


Our History
 

  • How we became who we are

Our Approach
 

  • Tailored solutions and a personal service

Our Board
 

  • Details of our board members

Sponsorship
 

  • Who we sponsor and support