An OEIC (Open Ended Investment Company) is a collective investment fund, the shares in which can be traded on the open market.
OEICS are a suitable way to manage some groups of investments because they provide a useful structure and act as a tax efficient wrapper.
We manage a number of OEICS which we have established for individual clients or family groups. In keeping with our bespoke approach, we tailor investment strategies, asset allocation and asset selection to the needs of the individual client or family.
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 family OEICs 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 November 2012.
Investment Management Tariff (PDF, 72kb)
This scale of charges for private clients is effective from September 2012.
Adam & Company - Scale of charges - Banking services (PDF, 83kb)
This scale of charges for international clients is effective from January 2012.
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)
Our History
- How we became who we are
Our Approach
- Tailored solutions and a personal service
Our Board
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Sponsorship
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