A Successful Collaboration
Adam & Company is proud to have a long-standing relationship with the intermediary community; We work in partnership with our clients’ wider advisers to provide the highest level of expertise for every aspect of their needs. With an extensive yet consistent breadth of service that covers all aspects of wealth, we will share the Adam & Company story with you and discuss how we can help your clients.
Modern private banking and wealth management solutions delivered by dedicated experts with an unsurpassed understanding of our clients’ needs. Wealth goes beyond money management and Adam & Company’s clients also benefit from our insight into the issues that matter to them, their business and their family: from philanthropy to succession planning and guidance for family businesses.
InDustry Expertise
Intelligent Private Banking
Adam & Company is a modern private bank with traditional values at its core that allows us to offer progressive banking to fit our clients’ unique needs. We respond with services and solutions that can be precisely tailored to meet these needs.
Financial Planning and Advice
Our chartered financial planners and experienced wealth managers provide detailed advice, ensuring they have a strong understanding of our client’s full objectives and the solutions required to achieve them.
Intelligent Solutions
Private
Banking
Our private banking service is characterised by our availability, discretion and unswerving attention to detail.
Financial
PLanning
We help our clients to manage all of their financial affairs as part of a complete wealth management programme.
Investment
Management
Professional and bespoke, our consistent approach is the foundation that has assisted generations
of clients.
Property Financing Case Studies
Our highly personalised and seamless service provides unique solutions for clients with unique needs. These case studies show some of the ways that Adam & Company can work closely with borrowers to secure property financing that meets their needs.
Only for use by mortgages intermediaries

Enquire
If you wish to do business with us and have clients who would benefit from the services we provide, please submit an enquiry by email to couttsintermediaryteamreferrals@coutts.com
