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.
To find out more about how family OEICs 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 May 2014.
Scale of charges - Banking services (PDF, 72kb)