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Clients
Adam & Company has been built on the core belief of providing a superior service and continuously exceeding clients’ expectations. The aim is to anticipate and meet needs of each client – whatever their plans for the future.

Clients come to Adam & Company because their needs are unique. The bank responds with services and solutions that can be precisely tailored to match each client – from private banking, to investment management and financial planning.

From the outset, Adam & Company helps clients align their finances to their current and future personal or business needs, taking advantage of market opportunities spanning tax efficient products or services. The bank prides itself in being able to add value from the very start of client relationships.

The focus at Adam & Company is on clients, their wealth and their ambitions for the future. The bank aims to give clients the confidence that their financial affairs are positioned for the long term, within the context of their personal situation and future objectives with the flexibility to adapt as circumstances change.

 

History of Adam & Company
Adam & Company was founded in 1983 in Edinburgh by a group of influential Scottish business people.

The name Adam & Company derives from the prominent 18th Century Scottish economist, Adam Smith – demonstrating the business’s commitment to Scottish banking and the principles of the spirit of Enlightenment. Smith revolutionised economic theory in 1776 with the publication of An inquiry into the Nature and Causes of the Wealth of Nations.

Adam & Company was the first new Scottish retail bank to be set up since 1844. The bank’s headquarters remain in Edinburgh today – a city that is renowned as the birthplace of the Scottish Enlightenment.

The business became the first bank-owned investment manager ever to win an investment performance award, when it was awarded Best Defensive Portfolio at the PAM (Private Asset Management) Awards 2014.


Partnerships


 

  • Adam & Company supports high-class sporting events that fit with its clients’ interests. For the second year running the bank is supporting the Floors Castle International Horse Trials. 
  • Adam & Company has also been sponsoring the 'Lunch with an Old Bag' event since 2012. This event, which brings together many of Scotland's most glamorous and stylish ladies known affectionately as 'Old Bags', has raised more than £1 million for The Prince’s Trust, and assists disadvantaged young people to unlock their potential.

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