Company Information

Get to know Adam & Company Wealth Management

Founded in Edinburgh in 1983, Adam & Company established itself as a prestigious Scottish private bank and wealth manager, renowned for its highly personal service for affluent clients. In 2021, the wealth management division of Adam & Company was acquired by Canaccord Genuity Wealth Management (CGWM) from the NatWest Group. The banking and lending services were retained by NatWest. Today, Adam & Company continues to operate as a distinct brand within CGWM, focusing exclusively on providing discretionary investment management and comprehensive wealth planning for private clients, charities, and trusts across the UK.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Adam & Company Wealth Management

United Kingdom

Founded in

1983 (43 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.