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Adam & Company is a respected private bank with a strong heritage, providing tailored banking and investment management services to high-net-worth individuals, families, and organizations across the UK. Founded in 1983 in Edinburgh, it emphasizes a client-centric approach, offering personalized financial solutions. Since 2021, Adam & Company has been part of Canaccord Genuity Wealth Management, enhancing its capabilities and reach while maintaining its commitment to exceptional client service and its Scottish roots.
The Edinburgh headquarters serves as the primary operational center, housing key functions including client relationship management, private banking services, investment strategy, and corporate governance for Adam & Company.
The headquarters is situated in a prestigious historic building in St Andrew Square, an area known for its elegant Georgian architecture and significance in Edinburgh's financial history. The office combines modern facilities with classic architectural elements.
The work culture at Adam & Company's headquarters is characterized by professionalism, a strong client focus, discretion, and collaborative teamwork. It fosters an environment of expertise and trust, essential for private wealth management.
The Edinburgh HQ underscores Adam & Company's Scottish heritage and its long-standing presence in the UK financial services sector. Its location in a prime financial district reflects its status and commitment to serving its clientele.
While Adam & Company's primary operations are focused on the United Kingdom, as part of Canaccord Genuity Wealth Management (which belongs to the global Canaccord Genuity Group Inc.), it can support clients with international financial needs. This includes access to global investment opportunities and wealth structuring advice for clients with assets or interests in multiple jurisdictions, leveraging the parent company's international network.
25 St Andrew Square
Edinburgh
Scotland
United Kingdom
Address: CGWM UK London Office, 88 Wood Street, London, EC2V 7QR (Adam & Company is part of Canaccord Genuity Wealth Management and leverages its locations)
To cater to the significant concentration of high-net-worth individuals and corporate clients in London and surrounding regions, providing localized expertise and access to international markets.
Address: Specific Aberdeen address may be co-located with Canaccord Genuity Wealth Management; clients are advised to check the company website for appointments.
To offer specialized financial advice and wealth management solutions tailored to the economic landscape and client base of Aberdeen and Northern Scotland.
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As of April 2025, Adam & Company' leadership includes:
Adam & Company has been backed by several prominent investors over the years, including:
No specific high-profile executive hires or departures directly within Adam & Company's distinct leadership team have been publicly announced in the last 12 months. Leadership changes may occur within the broader Canaccord Genuity Wealth Management group which would be reported at that level.
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Adam & Company, as part of Canaccord Genuity Wealth Management, likely utilizes standard corporate email formats. Common patterns include 'firstname.lastname' or 'firstinitial.lastname'.
first.last@adamandcompany.co.uk
Format
jane.doe@adamandcompany.co.uk
Example
75%
Success rate
FT Adviser • November 23, 2023
Canaccord Genuity Wealth Management (CGWM) UK, the division that includes Adam & Company, reported a notable increase in both profit and revenue for the six months ending September 30, 2023. This positive performance reflects the strength of its wealth management operations in the UK....more
Canaccord Genuity Press Release • October 4, 2021
Canaccord Genuity Wealth Management UK completed its acquisition of Adam & Company's private banking business from Royal Bank of Scotland. This strategic acquisition aimed to expand CGWM's footprint in the UK wealth management market, particularly in Scotland....more
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