About Adam
I specialise in looking after multi asset discretionary and advisory accounts for private clients, charities, and family offices. I have a particular expertise in alternative investments and have been involved in our alternative fund selection committee for a number of years. I work with a wide variety of clients from business owners through to city professionals and international families. My primary focus is to create an investment plan which enables my clients to concentrate on living their lives safe in the knowledge that their family’s money is being properly looked after. I have been with the company since 2014 following stretches at Coutts and Morgan Stanley.