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Wealth management in Glasgow

Since opening our office for the first time, we have always placed great importance on developing strong personal relationships with our clients and tailoring our offering to meet their individual needs.

We have grown considerably to become a leading wealth management business in the Scottish market and our Glasgow office is at the heart of this.

   

Our people in Glasgow

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

   

David Bremner

David Bremner

Managing Director, Wealth Planning

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Ross Munro

Ross Munro

Senior Wealth Planner

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Elaine Duncan

Elaine Duncan

Wealth Planner

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Graham Gordon

Graham Gordon

Senior Wealth Planner

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Julie Mitchell

Julie Mitchell

Senior Wealth Planner

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Speak to our team in Glasgow

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.

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Our services in Glasgow

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 Glasgow community

We have supported several charities over the years, running events and providing families with food and gifts at Christmas. We also give to the the Lodging House Mission of Glasgow to support homeless and vulnerable people in the local area.

  

Where to find us

Adam & Company Glasgow
Gresham Chambers, 3rd Floor, 45 West Nile Street, Glasgow G1 2PT
(Get directions)

Open Monday to Friday, 08:30 – 17:00
+44 141 420 2033

  

Need a different office?

Looking for our Edinburgh 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.

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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.

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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.

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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.