You are about to enter our website for professionals. If you would like to return to our main website, go back to our homepage.
Please read the terms and conditions before proceeding.
Please note these are subject to change at any time.
The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.
The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.
I confirm that I am one of the categories of professional mentioned above, and that where applicable I am authorised and regulated by the Financial Conduct Authority or equivalent regulated body given my jurisdiction, location, and profession. I have read and understood the legal information and risk warnings.
By clicking the 'Accept' button, you agree to abide by the terms and conditions listed below.
Adam is an Investment Manager with a focus on equity-led strategies. The client base is diverse and includes individual portfolios, private companies, personal and corporate pension schemes, offshore wrappers, charities, funds at Lloyds, trusts and a unitised scheme. Adam began his career at Hargreave Hale in 2006 and has previous experience working on the dealing desk. Adam is currently a member of the UK Small Cap Stock Selection Committee and is a Chartered Member of the CISI.
Areas of expertise:
Investment portfolio management, stock selection, asset allocation and investment strategy.