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Adam & Company
Graham Storrie's Edinburgh multi-family office oversees £40.4bn for UK families and charities, operating as Canaccord Genuity's high-net-worth advisory...
Adam & Company
Adam & Company was established in 1983 by Scottish banker Sir Iain Noble to serve high-net-worth clients from an Edinburgh base. Its original banking and lending operations were absorbed by Coutts under former parent NatWest Group. In 2021, Canaccord Genuity Group acquired the remaining investment management business, retaining the Adam & Company brand for its multi-family office and wealth-management clientele. The firm now delivers advice to families, individuals, business owners, and charities from offices in Edinburgh and Glasgow, with a client-facing advisory bench of 325 professionals. The firm's investment engine combines discretionary portfolio management with a fund-of-funds approach. Asset-class exposure spans public equities, fixed income, and ESG-screened allocations, with a geographic footprint concentrated on European markets. The platform also supports philanthropic and mission-related investing, evidenced by foundation relationships including the Novak Djokovic Foundation (UK) Limited and Scotland's Gardens Scheme SCIO. The stated investment posture targets growth-stage public equities, with a minimum advisory threshold typically set at £100,000 in assets. Assets under management and administration reached £40.4bn as of 31 December 2025, according to the firm's own disclosures. The Glasgow office extends the firm's Scottish footprint, while the 92% client-satisfaction reading and a 5-star Defaqto rating provide a window into its retail-advice quality controls. Graham Storrie, a former CEO, remains involved as a Senior Adviser, anchoring institutional continuity following the Canaccord acquisition. The firm is a member of PIMFA and the Chartered Institute for Securities & Investment. The structural differentiator lies in the post-acquisition architecture: a multi-family office and private-client wealth manager operating on the balance sheet and regulatory permissions of a publicly listed Canadian parent (Canaccord Genuity), yet retaining a distinct regional brand and a 40-year legacy in Scottish private banking. This hybrid model allows the firm to offer institutional-grade investment infrastructure while serving individual families and charities through a high-touch, local advisory framework — a posture closer to a private bank than a traditional independent financial adviser.
General information
Firm type
Multi Family Office
Year founded
1983
AUM
£40.4bn (per the firm, December 2025)
Location
Region
Europe
Country
United Kingdom
City
Edinburgh
Corporate office
40 Princes Street, Edinburgh, EH2 2BY, United Kingdom
Additional offices
Glasgow, Scotland, United Kingdom
Principals
Sir Iain Noble
Founder
Graham Storrie
Senior Adviser (former CEO)
Sector focus
Frequently asked questions
Who runs investment decisions at Adam & Company?
The firm does not publicly name a single CIO; investment management is delivered by its team of 325 client-facing professional advisers under the Canaccord Wealth brand. Graham Storrie, a former CEO, remains a Senior Adviser and provides governance continuity. Day-to-day portfolio construction draws on Canaccord Genuity's central research and asset-allocation resources.
How is Adam & Company related to Canaccord Genuity?
Canaccord Genuity Group Inc. acquired Adam & Company's investment management business in 2021. The firm now operates as Canaccord Wealth, a division of Canaccord Genuity, but retains the Adam & Company brand for its multi-family office and private-client services in Scotland. Its original banking arm was separated earlier and absorbed by Coutts under NatWest Group.
What is the minimum asset threshold for a private client?
The firm states it typically provides financial advice to clients with assets over £100,000. For a one-off share sale service, the minimum rises to £250,000 in value. These thresholds were published on the firm's website as of May 2025.
Does Adam & Company participate in fund commitments or only direct mandates?
The firm structures its investment delivery through discretionary portfolio management and a fund-of-funds approach. Philanthropic and mission-related investing vehicles are also available, as evidenced by named foundation relationships including the Novak Djokovic Foundation (UK) Limited.
Does Adam & Company maintain any philanthropic structures?
Yes — foundation relationships include the Novak Djokovic Foundation (UK) Limited and Scotland's Gardens Scheme SCIO. The firm offers dedicated charity investment management through a specialist Charities team, ensuring compliance alongside effective investment oversight.
What investment stages and geographies does Adam & Company target?
The firm focuses on growth and public equities, with a geographic footprint concentrated on European markets. Its investment capabilities span traditional asset classes, ESG-screened allocations, and mission-aligned mandates, delivered through a combination of in-house discretionary management and external fund selection.
Where does the underlying wealth of the families served come from?
The firm does not publicly attribute the wealth of its multi-family client base to specific industries or enterprises. It serves a broad mix of families, individuals, business owners, high-income earners, and charities across the UK, reflecting its heritage as a Scottish private bank rather than a single-family vehicle.
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