Financial Planner joins growing Scottish wealth manager
- Tuesday, 19 December 2023
- Articles
Adam & Company, the specialist Scottish wealth management firm and private bank, has hired Financial Planner Kevin Motion from Abrdn to help with its Financial Planning growth plans in Scotland following the acquisition of Glasgow-based £220m AUM Financial Planning firm Intelligent Capital in November.
Read more...Coutts integrates Adam & Co Planners
- Thursday, 29 April 2021
- Articles
Coutts has begun the process of integrating Financial Planners and wealth managers from its Adam & Company business into the main wealth management and banking firm.
Read more...NatWest combines wealth businesses
- Friday, 14 August 2020
- Articles
NatWest is bringing all its wealth businesses under the management of the CEO of private banking Peter Flavel in order to drive a growth in assets under management.
Read more...Edinburgh private bank hires new Financial Planning director
- Thursday, 21 May 2020
- Articles
The Edinburgh-based private bank Adam & Company has appointed former Barclays Wealth Planning director Andy Hall as its new Financial Planning director.
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