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Adam & Company Wealth Management

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Status
ACTIVE
Global HQ
Edinburgh, United Kingdom
Countries of investment
  • Scotland
  • United Kingdom
Investment stages
  • Wealth Management
Industries
  • Waste Management
About
Adam & Company Wealth Management in Edinburgh, Scotland offers personalized wealth management and investment services, prioritizing enduring relationships and meticulous care of your wealth.
Min check size
$500K
Max check size
$5M
Fund size
NPS

Investment Thesis

Adam & Company wealth Management takes a personal approach to investing, meticulously managing wealth and aligning financial plans with investment strategies to achieve longterm prosperity. They aim to harmonize investment strategies with longterm financial planning goals.
Lead investor
Co Invest
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Manager's Experience

Mid-tier fund specializing in growth-stage investments within the technology sector. Targeting opportunities primarily in North America and Europe, the fund has executed over 15 deals, including notable exits in the SaaS and cybersecurity domains. The investment style is operator-led, emphasizing sector expertise and mentorship for portfolio companies. Recognized for its proactive approach and strong network within the tech ecosystem.

Adam & Company Wealth Management Contacts Information

Primary contact

Secondary contact

Team

Victoria White

Stephen Giles

Simon Murphy

Scott Young

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AUM
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