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Adam Caplan

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Investment Director

Adam is an Investment Director with over 20 years' experience managing bespoke portfolios on a discretionary or advisory basis for private clients, trusts charities and pension funds. He is a member of the UK Small Cap Stock Selection Committee and an MCSI member of the CISI. 

Areas of expertise:

Investment portfolio management, stock selection, asset allocation and investment strategy. 


Location: London

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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.