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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Adam Ross

Photo of Adam Ross

Investment Director/Team Leader

I specialise in looking after multi-asset discretionary and advisory accounts for private clients, charities, and family offices. I have particular expertise in alternative investments and have been involved in our alternative fund selection committee for a number of years. I work with a wide variety of clients from business owners to city professionals and international families. My primary focus is to create an investment plan which enables my clients to concentrate on living their lives safe in the knowledge that their family’s money is being properly looked after. I have been with the company since 2014 following stretches at Coutts and Morgan Stanley.

Location: London

A bit about me:

I am a keen sportsman and still play competitive hockey. I spend an increasing amount of my spare time on the side of pitches watching my two daughters.

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

Can-do means getting things done, working as a team, and staying positive.

Contact:

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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.