LP Profile

Adam & Co.

Wealth ManagerEdinburgh, United KingdomFounded 1983
$1.8B
Assets Under Management
Edinburgh
Headquarters
Investment Focus

About Adam & Co.

Investment managers providing highly personalized wealth management & investment services to individuals, business owners & charities. Free consultation. At Adam & Company, our priority is to look after your wealth carefully, expertly, and consistently. Based in Scotland, we offer a full spectrum of wealth management services, including discretionary investment management and wealth planning. Your personal investment manager will create and maintain a unique relationship with you, based on your wishes and putting your interests first. We are passionate about investing, constantly exploring new opportunities and assets for our clients. Through our links to Canaccord Genuity Wealth Management we have access to an extended range of asset classes and geographies, including global equities and small caps. 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.

Preferred Investment Types

Investment FundsJoint Venture/PartnerPhilanthropyPrivate EquityVenture Capital - Early StageVenture Capital

Preferred Sectors & Themes

Charitable InvestmentsDebt ManagementEquity/Mutual FundsETFsInvestment ManagementLegal & Tax ServicesRetirement PlanningStartups & ManagementTrust ManagementWealth & Estate PlanningHigh-Level SectorsNon-ProfitFinanceFinancial ServicesTraditional Investments (Liquid Assets)Alternative Investments

Preferred Geographies

Europe
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FAQ

Frequently asked questions

What type of investor is Adam & Co.?

Adam & Co. is a wealth manager based in Edinburgh, United Kingdom, managing approximately $1.8B in assets.

Where is Adam & Co. headquartered?

Adam & Co. is headquartered in Edinburgh, United Kingdom.

How much does Adam & Co. manage?

Adam & Co. manages approximately $1.8B in assets under management.

When was Adam & Co. founded?

Adam & Co. was founded in 1983.

What does Adam & Co. invest in?

Adam & Co. focuses on Investment Funds, Joint Venture/Partner, Philanthropy, Private Equity, Venture Capital - Early Stage, Venture Capital, Charitable Investments, Debt Management.

How can I contact Adam & Co.?

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