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

  LESS DETAILS

Arbuthnot Latham Private Bank

  • Min. account size

    £500,000
  • Company type

    Private Bank
  • Ownership

    Listed Group
  • Size of wealth manager

    Small
  • Size

    UK Wide
  • Founded

    1833

Key person:

James west
James West

Senior Private Banker

Arbuthnot Latham Private Bank Factfile

Arbuthnot Latham is the wealth management division of Arbuthnot Banking Group, an AIM listed financial company. Founded over 180 years ago Arbuthnot Latham combines Private Banking, Wealth Planning and Investment Management and prides itself on the level of personal relationship that it offers clients

Contact person Relationship manager
Types of portfolio Model, bespoke
Portfolio Types Fund, Direct, Tracker, Mixture, Ethical
In-house service
Pension advice
Tax efficient investments
How we charge Within account fee
Contact person Relationship manager
Fee structure Annual fee
Min. account size Trackers, direct equities, direct bonds
Portfolio lending
Mortages (residential)
Min. mortgage size £1,000,000
Other finance
Retail banking
Ethical investing
Philanthropy

  LESS DETAILS