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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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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.