Adam & Company

Adam & Company

Adam & Company was established in 1983 by Scottish banker Sir Iain Noble, initially targeting the bespoke banking and investment needs of landed families in Scotland. The firm scaled beyond its roots through a series of mergers, most recently being absorbed into Canaccord Genuity Wealth Management in the UK, which now houses the legacy Adam & Company brand alongside its broader wealth offering. The modern entity advises on assets across a mix of managed portfolios, financial planning, and investment solutions. While the firm does not publicly break out asset-class allocations, its service lines encompass retirement planning, intergenerational wealth transfer, and investments for high-net-worth individuals, families, business owners, and charities. The firm’s client-facing professional adviser headcount is 325, and its £40.4bn in assets under management and administration (per firm website, December 2025) reflects a combined book that spans direct advisory and discretionary mandates. The parent group, Canaccord Genuity Wealth Management, supports a network of offices across the UK and integrates broader capital-markets capabilities. The firm maintains specialist teams for charity investment management, a dedicated financial planning director in Andy Hall, and high-touch service thresholds — typically requiring £100,000 in assets for advisory relationships. Philanthropic structures associated with the office include the Novak Djokovic Foundation, Race Against Dementia, and The Philanthropy Foundation Limited. Structurally, Adam & Company’s differentiation lies in its absorption into a publicly listed Canadian financial services group. Unlike a standalone family office or partnership, it now operates as a regulated wealth manager within Canaccord Genuity, balancing the legacy of private-client banking with the compliance and product shelf of a mid-tier investment dealer. The firm integrated into Canaccord in stages, and its current posture reflects that of a wealth-management division rather than a founder-led partnership.