Specialist

Services

Your life doesn’t always fit into neatly labelled compartments – which is why we offer a range of services for not-so-commonplace requirements.

The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.

Family
Business

How soon to plan for succession? How best to structure philanthropy – or preserve wealth? Talk to us about your family business issues.

 

Widely regarded as the engine of the global economy, family businesses strive to ensure the long-term success of their organisation, and a smooth journey towards that success.

Healthy, successful family businesses are characterised by careful planning and open communication. With specialist programmes comprising forums, bespoke advice and support, the Adam Family Business team will help you get there.

Philanthropy

We will work with you and your family, to make a lasting difference to the causes you care about

 

The Adam Institute has been built on the premise that wealth transcends money management. With extensive international experience of working with clients across a diverse array of cultures, Adam & Company’s Philanthropy Service encompasses every aspect of philanthropy and social investment – from recommending the best structures, to dealing with all administration and accounting.

Wealth
Succession

How will your business tackle succession? We can help you prepare upcoming generation for the responsibilities that lie ahead – and, ultimately, preserve wealth for generations to come

 

Expert in advising wealthy families on wealth succession, with a focus on ensuring the smooth and fulfilling transfer of wealth, Adam & Company specialists work closely with families and individuals to define the right time and means of passing wealth on. Wealth succession planning can be a challenge, but with a cohesive approach to balancing these variables, it is one that can be overcome.

Foreign Exchange
Services

Providing trading capabilities for your global currency trading and hedging requirements.

 

Whether you have business interests abroad, assets held overseas or a global approach to investing, we will work closely with you to understand your objectives and develop appropriate currency strategies for your unique requirements. Your Adam adviser will refer you to Adam foreign exchange specialists through which you will receive informed currency market advice. Adam foreign exchange services have been designed to give flexibility to place orders for execution at an agreed level, and which will be monitored on a 24-hour basis and traded outside of UK hours. 

Adam foreign exchange services provide the ability to execute both spot and forward transactions in any major global currency and some of the more liquid emerging market currencies.

The expert team will guide you on reducing volatility and risk through the use of suitable hedging strategies employing investment strategies and managing currency and interest rate exposure, respectively.

Already a client?

For more information about Adam
products, please speak to your
adviser.

Become a client

Please get in touch online or call
0131 225 8484  to find out more
about our services.

Calls may be recorded

News and

Insights

  • Beware of Unsolicited Investment Calls

    • News
    • Adam Banking
    • Fraud
    29 Jul 2016
    Image of city building Investors have been warned by the Financial Conduct Authority (FCA) to be vigilant when taking out investment products and selecting investment providers.
    Read more »
  • Twenty-one days later

    • Adam Investments
    • Economy
    • Insight
    15 Jul 2016
    Twenty-one days later brexit Political events are moving with startling rapidity for the Conservative party.
    Read more »
  • Brexit | What A Difference A Day Makes

    • Adam Investments
    • Economy
    • Insight
    28 Jun 2016
    EU Referendum Article The ramifications of the vote to leave the EU will be felt for a very long time to come. We believe that staying invested is important as history has shown that if you miss the bounces, you can dramatically lose out in the long term.
    Read more »

Become a Client


Great relationships begin with an introduction.
We would be delighted to welcome you to Adam.

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