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Adam & Company Wealth Management

Status
ACTIVE
Global HQ
Edinburgh, Scotland
Countries of investment
  • Scotland
  • United Kingdom
Investment stages
  • Wealth Management
Industries
  • Wealth Management
About
Adam & Company Theyalth Management, founded in Edinburgh in 1983, provides highquality Theyalth management and investment services. Named after Adam Smith, the firm offers a personal approach to managing client Theyalth, ensuring that investment strategies and financial plans are harmonized to meet longterm goals. Since joining Canaccord Genuity Group Inc. in 2021, They have expanded their global resources and expertise, combining traditional investing principles with modern ideas and technology.
Min check size
$500K
Max check size
$5M
Fund size
NPS

Investment Thesis

Adam & Company Theyalth Management takes a personal approach to investing, meticulously managing Theyalth 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
Number of exits
Preferred contact method

Adam & Company Wealth Management Contacts Information

Primary contact

Secondary contact

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