Portfolio management

Portfolio Management

The core element of our investment service.

There are three central aspects to the construction of any investment portfolio:

  • Agreeing your investment strategy
  • Defining the type of assets for your own needs
  • Selecting individual investments

Portfolio construction

Before we propose the composition of any client portfolio we get to understand our client’s needs and wishes.

Of course, this means understanding your attitude to risk, but it also includes the purpose of the investment – whether income or growth is appropriate. We get to know your family circumstances and any inheritance plans. Only when we know these details can we build an appropriate portfolio.

Your existing assets

If you already have a portfolio of assets, we can take on their management, and assess their capacity to meet your investment objectives.

Ongoing management

Adam & Company assumes responsibility for the day-to-day management of your portfolio and will make all investment decisions on your behalf.

We'll provide a quarterly detailed report of your portfolio's composition and performance. We'll be in touch with you throughout the year and expect to meet you once a year to carry out a fuller review.

Wide choice of assets

Whatever the objectives of your portfolio, we have access to the main classes of assets, including equities, bonds, and collective investment funds from the whole market. We can also help you access a range of specialist investments, through our relationship with RBS Global Investment services.

Who we work for

Our clients are real people - not faceless institutions.  Our experience has helped us understand more about the financial needs of real people. Our clients include individuals, families, charities and personal pension funds. They choose us because they need someone who can understand them, and can be trusted to look after their financial affairs.

A quality process

We have the infrastructure and the rigourous and disciplined process to compete in today's competitive market.  And we apply our process to ensure we produce consistent results for our clients.

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 portfolio management 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
 

  • Details of our board members

Sponsorship
 

  • Who we sponsor and support