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Tim Wishart

Photo of Tim Wishart

Head of Strategy and Development – Adam & Company

I graduated from Oxford Brookes University with a diploma in Business Studies in 1989 and moved to London to start my working life as a wine merchant for Bibendum Fine Wine. After a short but enjoyable time, I moved to the City the following year to start my financial career at James Capel and Co (latterly HSBC). I worked there for 12 years, managing private client portfolios, personal pension plans, trusts and charities, becoming a Director. In 2002, I joined Rathbones as a Director, initially in the West End, before transferring to Edinburgh in 2007 to develop its presence in Scotland. In 2014 I joined Psigma Investment Management to found its Edinburgh office, and achieved a top five position in the Citywire Regional Stars award for Scotland and Northern Ireland in 2019. Later in the same year I helped merge the business with Punter Southall Financial Planning to create Punter Southall Wealth. In 2022, I joined Adam and Company as part of the acquisition of Punter Southall Wealth by Canaccord Genuity and have been appointed to their leadership team as Head of Strategy and Development. I am a Chartered Fellow of the CISI.

Location: Edinburgh

A bit about me:

I live in the Scottish Borders with my wife and three children and love the countryside. I volunteer for the Game and Wildlife Conservation Trust and enjoy the odd game of golf, fishing and walking our two Labradors.

What does can-do mean to me:

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

Being both accessible and accountable to my clients as well as being a practical problem solver in what is an increasingly complicated world.


View Tim Wishart's profile on LinkedIn

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.