ADAM CAPITAL
ADAM CAPITAL's Overview
Adam Capital, historically known as Adam & Company, is a distinguished private banking and wealth management brand with a strong heritage in Scotland. Founded in 1983, it has built a reputation for providing bespoke financial planning and investment management services to high-net-worth individuals, families, and charities. In 2021, Adam & Company was acquired by Canaccord Genuity Wealth Management from NatWest Group (formerly RBS). Subsequently, in April 2024, the investment management business of Adam & Company was acquired by Schroders PLC and has been integrated into its Cazenove Capital wealth management arm. The Adam & Company brand continues to be used by Cazenove Capital for these services, emphasizing continuity and its Scottish heritage.
Where is ADAM CAPITAL's Headquarters?
HQ Function
Serves as the historic heart of Adam & Company's operations, client relationship management, and wealth management services. It continues to be a key office under Cazenove Capital.
Notable Features:
Situated in Charlotte Square, a prestigious and architecturally significant Georgian square in Edinburgh's New Town, a UNESCO World Heritage Site. The building itself reflects the firm's heritage and commitment to quality.
Work Culture:
The work culture emphasizes discretion, professionalism, personalized client service, and a long-term perspective on wealth management. It fosters a collaborative environment focused on meeting sophisticated client needs.
HQ Significance:
Charlotte Square is a prime address in Edinburgh, signifying stability, tradition, and a deep connection to Scotland's financial history. The location reinforces the brand's prestige.
Values Reflected in HQ: The headquarters reflects values such as heritage, trust, excellence, client focus, and a commitment to the Scottish community.
Location:
While Adam & Company's direct operations are focused on the United Kingdom (primarily Scotland and England), its integration into Schroders Cazenove provides clients with access to global investment opportunities and international wealth management expertise. Schroders has a significant global presence, allowing Adam & Company clients to benefit from worldwide research, market insights, and diversified investment strategies.
Street Address:
22 Charlotte Square
City:
Edinburgh
State/Province:
Scotland
Country:
United Kingdom
ADAM CAPITAL's Global Presence
London, England, United Kingdom
Address: 1 Lonsdale Gardens, Tunbridge Wells, Kent, TN1 1QU (Cazenove Capital's main address, Adam & Co. clients also served from London)
Accessing the UK's primary financial center to serve a diverse and international client base, offering comprehensive investment solutions.
Glasgow, Scotland, United Kingdom
Address: 10 Bothwell Street, Glasgow, G2 6LU (Cazenove Capital Glasgow office)
Serving a key Scottish economic region with tailored financial advice and investment management.
Aberdeen, Scotland, United Kingdom
Address: The Silver Fin Building, 455 Union Street, Aberdeen, AB11 6DB (Historic Adam & Company office, now Cazenove Capital)
Providing localized wealth management expertise and maintaining long-standing client relationships in the region.
Buying Intent Signals for ADAM CAPITAL
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Executive Team of ADAM CAPITAL
As of April 2025, ADAM CAPITAL' leadership includes:
Investors of ADAM CAPITAL
ADAM CAPITAL has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
The primary executive-level changes in the last 12 months relate to the transition of Adam & Company's investment management business from Canaccord Genuity Wealth Management to Schroders Cazenove. This involved the transfer of key personnel, including leadership responsible for the Adam & Company client base, to Schroders Cazenove.
New Appointments:
Technology (Tech Stack) used by ADAM CAPITAL
Discover the tools ADAM CAPITAL uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
ADAM CAPITAL Email Formats and Examples
Following the integration into Schroders Cazenove, email addresses for Adam & Company related personnel will typically follow the Cazenove Capital or Schroders email format. Historically, under Adam & Company standalone branding, formats like [first].[last]@adamandcompany.co.uk were common.
[first].[last]@cazenovecapital.com or [first].[last]@schroders.com
Format
john.smith@cazenovecapital.com
Example
80%
Success rate
News and media
Schroders PLC • April 2, 2024
Schroders completes acquisition of Adam & Company investment management business from Canaccord Genuity
Schroders today announces it has completed the acquisition of Adam & Company’s investment management business from Canaccord Genuity Wealth Management (CGWM). The business will be integrated into Schroders’ Cazenove Capital brand....more
Canaccord Genuity Group Inc. • November 9, 2023
Canaccord Genuity Group Inc. Announces Agreement to Sell Adam & Company Investment Management Business
Canaccord Genuity Group Inc. announced that its UK wealth management business, Canaccord Genuity Wealth Management, has entered into an agreement to sell the private client investment management business of Adam & Company to Schroders PLC....more
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