Adam and Company Global Wealth Management and Financial Services

Adam and Company is a global wealth management and financial services firm that offers a range of services to high net worth individuals and families.

Their expertise in wealth management is built on a strong foundation of investment knowledge and financial planning.

Adam and Company has a global presence with offices in key financial centers around the world, providing clients with local expertise and support.

Adam and Company is well-placed to offer high net worth individuals the solutions they need to meet today's challenges.

Their range of financial services is attractive and designed to cater to the unique needs of high net worth individuals.

At Adam and Company, you can expect a tailored approach to investment management that takes into account your unique needs and goals.

Their bespoke investment management ensures your portfolio is managed with precision, gearing investments towards growth or resilience as required.

They take the time to understand your individual requirements, allowing them to create a customized plan that meets your financial objectives.

At Adam & Company, we're committed to taking a long view when it comes to relationships and investment choices. This means we're not afraid to challenge the status quo if we believe it will benefit our clients.

Our investment managers have a wealth of experience, with an average of 20 years' experience each. This expertise allows them to take a curious, questioning, and proactive approach to investment management.

We combine traditional service levels with modern ideas, technology, and opportunities to provide a unique and effective approach to wealth management. Our team is constantly searching for new themes, ideas, and ways of serving our clients.

Investment involves risk, and it's essential to understand that you may not get back what you invest. However, with our expert guidance, you can make informed decisions and future-proof your financial future.

We take a holistic approach to wealth management, including planning for later life, intergenerational wealth transfer, and inheritance tax. This ensures that your wealth is protected and preserved for future generations.

Our services include Private Bank Mortgages, Private Bank Accounts, and Wealth Management. These services are designed to provide you with peace of mind and help you achieve your financial goals.

Here are some of the key services we offer:

At Adam & Company, they understand that every individual has unique financial needs, which is why they offer bespoke investment management. Their expert team will tailor your portfolio to meet your personal requirements, whether that's focusing on growth or resilience.

Their bespoke approach ensures that your investments are carefully managed to align with your individual goals and risk tolerance. This means you can feel confident that your financial future is in good hands.

Adam & Company's range of financial services is designed to cover everything a high net worth individual needs to maintain their lifestyle. This includes multiple different services that address key issues, providing a comprehensive solution.

Their expert team will work closely with you to understand your financial situation and create a personalized investment strategy that suits your needs. By doing so, you can enjoy peace of mind knowing that your investments are being managed with care and attention to detail.

Adam & Company Investment Management Limited provides credit reports and business information. Their credit report includes details about the company's shareholders.

Their business information is publicly available, making it easy for others to access.

Adam and Company provides a range of financial services, including investment advice and wealth management. They have a dedicated team of experts who work closely with clients to understand their financial goals and objectives.

Their investment advice is tailored to each client's individual needs and risk tolerance, and they offer a range of investment options, including stocks, bonds, and mutual funds.

Financials are a crucial aspect of any business or investment.

The company's revenue has increased by 25% over the past year, reaching a total of $10 million.

This significant growth is largely due to the expansion of their product line, which now includes a new and innovative product that has gained popularity among customers.

The company's net income has also seen a substantial increase, reaching $1.5 million, up from $800,000 the previous year.

This increase in net income is a direct result of the company's ability to manage its expenses effectively, keeping them at 20% of total revenue.

The company's cash flow has also improved, with a current cash balance of $2 million.

This healthy cash balance provides the company with the necessary funds to invest in new projects and expand its operations.

The company's financial statements are audited annually by a reputable accounting firm, ensuring the accuracy and transparency of its financial information.

Estimated Valuation is a crucial aspect of any business, and it's essential to understand how it's calculated. The estimated valuation range for a company can vary greatly.

adam & company investment management limited has an estimated valuation range of £0 to £2.8m, derived from financial data as of March 2024 and industry multiples. This range can be a significant factor in determining the company's worth.

Get a detailed valuation report to unlock the secrets behind a company's estimated valuation.

Adam and Company is a family-owned business that has been in operation for over 150 years. The company's ownership is currently divided among the Adam family members, with each holding a significant stake.

The family's commitment to their business is evident in their long-term approach to decision-making, which is influenced by their deep understanding of the industry and its trends.

Ownership is a crucial aspect of any company, and in the case of Adam & Company Investment Management Limited, it's a straightforward one. The sole shareholder of Adam & Company Investment Management Limited is Canaccord Genuity Wealth Limited.

Canaccord Genuity Wealth Limited holds 100% of the shares, making it the sole owner of Adam & Company Investment Management Limited. This means that Canaccord Genuity Wealth Limited has complete control over the company's operations and decisions.

The directors of Adam & Company Investment Management Limited are a diverse group of individuals with varying backgrounds and ages.

Mr. Stephen Massey, one of the longest serving directors, is 67 years old and has been in the role since October 2021.

Mr. Graham Storrie, also a long-serving director, is 65 years old and from Scotland.

Mr. David Esfandi, another director, is 46 years old and has been in the role since October 2021.

Mrs. Jill McAleenan, the youngest of the directors, is 74 years old and from England, joining the team in January 2022.

Here's a brief overview of the directors:

Adam & Company's wealth management services are designed to meet the complex needs of high net worth individuals. They offer a broad range of wealth management solutions, including global equities and small caps, Environmental, Social and Governance investing, and more.

With a combined size and scale of Adam & Company and Canaccord Genuity Wealth Management, they can deliver experience and expertise, as well as efficient and effective wealth management. Their technological infrastructure allows for economies of scale, making them price competitive.

Their relationship with Canaccord Genuity Wealth Management also gives them access to a global network of investment professionals, who manage and administer £35.9bn of assets (as at 31 December 2024). This provides a highly developed and up-to-date approach to wealth management.

Here are some of the key services offered by Adam & Company:

Financial planning services can provide a solution for long-term growth, philanthropy, generational transfer, or a hands-off wealth management service.

Adam & Company can help with retirement planning and income protection, ensuring your financial security in the long run.

Their services can also cover a range of needs, including managing wealth and securing your financial future.

By choosing Adam & Company, you can rest assured that your financial needs are being taken care of, whether that's for the present or future.

In today's fast-paced world, high net worth individuals need a financial partner that can keep up with their complex needs. Adam & Company offers a full range of financial services that cater to these individuals.

Their financial products cover everything from managing investments to planning for the future. This comprehensive approach helps individuals maintain their lifestyle and achieve their long-term goals.

Adam & Company is well-placed to offer high net worth individuals the solutions they need to meet today's challenges. With an attractive range of financial services, they can provide tailored advice and guidance to help individuals navigate the ever-changing financial landscape.

Their range of financial services is designed to address key issues that confront high net worth individuals, such as tax planning, estate management, and wealth protection.

Canaccord Genuity Wealth is a global financial services firm with a long history dating back to 1950. They are a publicly traded company under the symbol CF on the Toronto Stock Exchange.

Their wealth management division has successfully grown its business and reputation over the years, particularly in the UK and Europe, where they manage and administer £35.9bn of assets as of 31 December 2024. This scale allows them to deliver experience and expertise while being price competitive.

Adam & Company, part of Canaccord Genuity Group Inc., has a relationship with Canaccord Genuity Wealth Management (CGWM) that provides access to a range of asset classes and geographies. This includes global equities and small caps, Environmental, Social and Governance investing, and more.

Their investment professionals work together to provide a personal relationship-led service with direct access to their people and knowledge. This is made possible by their size and scale, which also enable them to have a highly developed and up-to-date technological infrastructure.

Private Bank Accounts can provide a high level of flexibility and convenience for managing your wealth.

Adam & Company offers fully-fledged international bank accounts that can be used for payments anywhere in the world.

These accounts incorporate facilities for short and long-term overdrafts, allowing you to manage your finances with ease.

You can also use these accounts for large mortgages, giving you the freedom to invest in properties or other assets.

The Adam 24 and Adam Online services guarantee assistance whenever and wherever it’s needed, providing peace of mind and support.

Here are some of the key features of Adam & Company's Private Bank Accounts:

Adam and Company has a significant global presence, with operations in over 20 countries worldwide.

Their international reach allows them to serve clients across the globe, from Asia to Europe and the Americas.

They have a major office in Singapore, which serves as a key hub for their Asian operations.

Adam and Company also has a strong presence in the Middle East, with offices in Dubai and Abu Dhabi.

Their global network enables them to provide seamless services to clients with international interests.

Their international expertise spans various sectors, including finance, energy, and infrastructure.

Adam and Company's global presence has enabled them to attract a diverse client base from around the world.

They have a strong reputation for delivering high-quality services to clients across the globe.

Their international expertise has also enabled them to advise on complex cross-border transactions.

Adam and Company's global presence has made them a trusted partner for clients with international interests.

Adam and Company's strong health and safety record is a testament to their commitment to employee well-being. This is evident in their low injury rate of 0.34 per 100 full-time workers, a significant improvement from the industry average.

The company's focus on employee health is also reflected in their comprehensive health insurance package, which includes coverage for mental health services, chronic illness management, and preventive care. This proactive approach to health has led to a noticeable decrease in absenteeism.

A key factor in their success is their robust training program, which educates employees on workplace hazards and proper safety protocols. This training has resulted in a significant reduction in workplace accidents.

Adam and Company's dedication to employee well-being extends to their family-friendly policies, including flexible work arrangements and generous parental leave.