Directory of UK Wealth Managers

Find independent information about investment managers and private banks in the UK

Directory of UK Wealth Managers​

Find independent information about investment managers and private banks in the UK

List of Companies

Adam & Company

  • Min. account size

    £500,000
  • Company type

    Private Bank
  • Ownership

    Listed group
  • Size of wealth manager

    Small
  • Size

    UK Wide
  • Founded

    1983

Adam & Company Factfile

Adam & Company is a private bank, providing a broad range of products and services to their clients, all backed by a commitment to excellent service. Adam & Co. aim is to provide exceptionally high standards of service, attracting people who lead busy lives and are looking for active, careful management of their financial affairs. Their clients include UK residents, expatriates and UK nationals domiciled abroad. They also serve a number of private companies, trusts and charities.

In-house service
Pension advice
Tax efficient investments
How we charge Within account fee
Contact person Relationship manager
Portfolio types Model, bespoke
Composition Fund, direct, tracker, mixture, ethical
Contact person Relationship manager
Fee structure Annual fee
Min. account size
Portfolio lending
Mortgages (residential)
Typical minimum mortgage £1,000,000
Other finance
Online dealing
Timezones
Margin accounts
Retail banking
Ethical investing
Philanthropy

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Arbuthnot Latham Private Bank

  • Min. account size

    £500,000
  • Company type

    Private Bank
  • Ownership

    Private
  • Size of wealth manager

    Small
  • Size

    Global
  • Founded

    1833

Arbuthnot Latham Private Bank Factfile

Established in 1833, the Arbuthnot name has a long history in serving clients. We can help you achieve your goals through an unwavering focus on your life, your family and your business. This is accomplished by building a strong and meaningful relationship based on trust, both personal and professional in nature.
Our clients value our close relationship ethos, our banking and lending and wealth management capabilities, clear focus on delivery and dedicated personal service. Many clients move to us from large banks in search of a more personal and more tailored service.
With offices in London, Bristol, Exeter and Manchester, we offer a full range of private and commercial banking solutions, wealth planning and investment management.
Wherever you are in life, a tailored plan can help you feel in control, leaving you more time to spend on the activities you enjoy and with the people you love. Our highly qualified and experienced advisers can determine the right wealth planning strategy specifically tailored to your needs. Using modern technology, we can map alternative strategy options to visualise how you might manage your wealth over time in a way that meets your needs now and in the future. We offer our wealth planning service on a restricted basis.

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Who is your best manager?
Who is your best manager?