The Complete Private Bank
 
Investment administration

Services for Banking Clients

We provide a range of dealing, settlement, income collection and nominee services enabling us to take responsibility for the day-to-day administration of your portfolio. The service integrates fully with our banking services and provides a full range of periodic and annual reports designed to provide you and your tax adviser with an extensive record of your portfolio and related financial transactions. In addition to these paper-based reports, users of our Internet Banking Service are able to check portfolio values and transaction status on a daily basis.

 

Adam & Company plc and Adam & Company Investment Management Limited are both authorised and regulated by the Financial Services Authority. For full Regulatory Information, please see our Legal, Compliance & Privacy Section. © Adam & Company plc.