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

Arbuthnot Latham was founded in 1833. It has evolved and grown over the years and today offers private and commercial banking and wealth management designed around you.

At Arbuthnot Latham, relationships are everything. It is through knowledge, understanding and trust that we can help you on your personal and professional journey.

Having the right expertise at your side to minimise and manage risk, while realising your wealth’s potential, requires a fluid approach – a seamless service that connects you to highly trained, expert thinking.

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