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Wealth management in Edinburgh

Since opening our office over 40 years ago, we have always placed great importance on developing strong personal relationships with our clients and tailoring our offering to meet their individual needs.

From our head office in the heart of Edinburgh, we remain fully committed to serving the wealth management needs of busy clients and their families.

Where to find us

          

   

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Our people in Edinburgh

Our team of wealth management experts in our Edinburgh office are experts in the Scottish market. Let us know how they can help you achieve your financial goals.

  

Adam Jordan

Adam Jordan

Wealth Planner

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David Boswell

David Boswell

Investment Director

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Kay Bendall

Kay Bendall

Investment Director

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Peter Young

Peter Young

Wealth Planning Director

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Simon Kay

Simon Kay

Head of Business Development

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Kevin Motion

Wealth Planner

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Allan Cameron

Allan Cameron

Investment Director

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Dugald Barne

Dugald Barne

Investment Director

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Linsey McWalter

Linsey McWalter

Investment Director

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Richard Hyder

Richard Hyder

Investment Director

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Stuart Dickson

Stuart Dickson

Senior Investment Director

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Alysha Goddard

Alysha Goddard

Investment Manager

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John Peters

John Peters

Investment Director

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Mark Ivory

Mark Ivory

Head of Portfolio Management

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Ruairidh Stewart

Ruairidh Stewart

Investment Manager

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Susan Boyd

Susan Boyd

Investment Director & Team Leader

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Cameron Glasgow

Cameron Glasgow

Investment Director

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Kathy McGibbon

Kathy McGibbon

Investment Director

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Peter Bottomley

Peter Bottomley

Investment Manager

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Simon Murphy

Simon Murphy

Investment Director

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Tim Wishart

Tim Wishart

Head of Strategy and Development

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Speak to our team in Edinburgh

If you are new to wealth management and would like to learn how this can benefit you, we can put you in touch with our team of experts that can help.

Get in touch

  

Our services in Edinburgh

Wealth planning

Our wealth planning service

Cash flow modelling

Cash flow modelling

Inheritance Tax services

Our inheritance tax services

Portfolio management for individuals, businesses, and charities

Our portfolio management

Charity investment management

Our charity investment service

ESG investing

Our ESG portfolios

  

A close relationship with the Edinburgh community

Our Edinburgh office has a history of supporting charities directly and through our employees’ positions on certain committees. Richard Hyder, Investment Director, represents the Edinburgh office as part of the Canaccord Foundation committee and we run events that help raise money for those chosen charities.

  

Where to find us

Adam & Company Edinburgh
40 Princes Street, Edinburgh EH2 2BY
(View map)

Open Monday to Friday, 08:30 – 17:00
+44 131 380 9500

  

Need a different office?

Looking for our Glasgow office? We also have facilities in Aberdeen – please let us know when you get in touch if this location would be more suitable for you.

If you are looking for offices in the rest of the UK, visit Canaccord Wealth.

Insights from our wealth management experts

Investment outlook December 2024

Our latest insight evaluates the economic and geo-political landscape of 2024, while looking ahead to investment opportunities in 2025.

Read more
The smart investor’s guide to the economic cycle

Discover the different phases of the economic cycle and how we invest our portfolios to achieve the best returns.

Read more
Finding the right time to invest depends on your long term plans

Timing the market sounds like a perfect strategy. In reality, the right time to invest depends on your personal circumstances and your long-term plans.

Read more

See all blog posts

 

Book a freewealth management consultation

Typically, we provide financial advice to clients with assets over £250,000 or investment management services to clients who have over £250,000 of investable assets. Please note, we do not offer a one-off share sale service below these amounts.

If you are interested in career opportunities at Adam & Company, then please do not use this form to get in touch. Instead, please email us: cgwmukcareers@canaccord.com to find out more.

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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.