Glasgow-based Intelligent Capital has been acquired through Canaccord Genuity Group's wealth management business in the UK. Professionals of Intelligent Capital will begin to operate under the Adam & Company brand, an Edinburgh-based wealth management firm once owned by RBS and acquired by Canac
Adam & Company
Adam & Company, the specialist Scottish wealth manager, has expanded its leadership team with two new roles as it relaunches the highly regarded 40-year-old brand from new offices on Princes Street in Edinburgh. Tim Wishart has been appointed head of strategy and development. He joined the team
Punter Southall Wealth (PSW) in Scotland has joined Adam & Company Wealth Management after Canaccord Genuity Group completed its previously announced acquisition of the company. Adam & Company Wealth Management was acquired by Canaccord Genuity last year and is led by Graham Storrie. The mov
Edinburgh-based private bank and wealth management company Adam & Company has appointed Andy Hall as financial planning director. Mr Hall joins from Barclays Wealth Management, where he was director of wealth planning for Scotland and Northern Ireland.
Anderson Strathern Asset Management, the financial planning and investment business wholly owned by Scottish legal firm Anderson Strathern LLP, has hired Graham Clark from Adam & Company as its new chief executive. Mr Clark was a director at Adam & Company and its head of financial planning.