Adam & Company is a Private Bank specialising in personal service. Our overarching value is service, which we demonstrate by commitment, competence, visibility, continuity and accountability.
We don't just pay lip service to words like 'partnership' and 'relationship'. The practice that embodies those words defines us. Our exceptionally high standards of service attract people who lead busy lives and are looking for active and judicious management of their financial affairs. Our clients range from being resident in the UK , expatriate or domiciled abroad. What they tend to have in common is a high income and substantial assets, not solely represented by the family home. We extend an equal welcome to private companies, trusts and charities.
We hope that you will come to us with the intention of using our services actively, and that you will involve us fully in your financial affairs. In return, you can expect from us:
- A dedicated personal manager leading an experienced team
- Discreet, trouble free personal asset and liability management
- Sophisticated and impartial financial advice
- The security of The Royal Bank of Scotland as our parent company
Our managers will visit clients at their homes, whatever the distance. Not always on business. Two of our managers travelled from Scotland to Cornwall recently to attend the wedding of one of their clients.