Family OEICs

Family OEICs

Private investment funds for families.

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 Private Banker.

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
 

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Sponsorship
 

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