Overview

Adam & Company Wealth Management

Information by Research TrustFinance

https://www.adamandcompany.co.uk

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.

Founded in
United Kingdom

United Kingdom


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service