Investment

Management

We offer discretionary investment management to individuals and their families, and to charities. We take a long term approach to investing and we believe this gives us an advantage in a world where markets and media are increasingly focused on short term news.

 Investment

Management

Your long-term

investment partner

We aim to build long term relationships with our clients and support them through the generations.

Performance

and service

We focus on providing a personal service where clients have a direct relationship with their investment manager.

Adam

Investments

Discretionary

investment management

We manage your portfolio, and make all investment decisions on your behalf.

AIM listed

portfolio service (ALPS)

Superior growth potential, and tax advantages that help protect your wealth.

Discretionary

managed ISAs

A tax-efficient way to save and invest.

Charity and

trust services

Managing funds effectively and in line with regulatory and other obligations.

Adam

Worldwide Fund

Aiming for capital and income growth by investing in UK and global equities. 

OEICS and

unit trusts

Tax-efficient wrappers to manage individual or family funds.

Advice and product fees may apply. 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.

discover how they can work for you

Our

Philosophy

Our approach to investment management combines traditional core beliefs backed by modern thinking and technology with a keen eye on the longer term.

Our

Performance

Consistency counts. That’s why we take a long term view, and give our clients the confidence that their wealth is being carefully and expertly managed.

Industry

Recognition

Winning awards may not be our objective, but they reflect our standing within the investment community, and give our clients reassurance in our abilities.

Become a Client


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

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