- Home
- Wealth planning
- Wealth management for high net worth individuals
Wealth management for high net worth individuals
At Adam & Company, we know that building considerable wealth creates significant opportunities to pursue your goals and leave a legacy. However, it can present unique challenges beyond those faced by the average investor.
Our high-net-worth wealth management services are designed to help you and your family navigate these complexities by devising a holistic and nuanced strategy to preserve, enhance and pass on your wealth.
Book a free consultation with a Wealth Planner
Ready to make your wealth go even further? Book a complimentary hour-long consultation with a Wealth Planner who specialises in advising wealthy individuals and families.
This is a great opportunity to meet the expert who’d be dedicated to looking after your wealth, with no obligation to go further.
Your review will cover five key areas:
1. Your current financial position: your income, outgoings and assets
2. Your priorities for you and your family: property investing, funding education or retirement
3. Your goals and aspirations: now and for the future
4. How your current investments are performing: how they are aligning with your plans
5. High net worth wealth management: how it can help you achieve your goals.
Fully independent wealth planning
Your independent Wealth Planner is not tied to any provider or product – not even our own – ensuring the advice you receive is always impartial and focussed solely on your best interests.
They will collaborate with you to create a personalised wealth management plan, designed to optimise your financial outcomes and effectively manage your tax liabilities.
This is not a short-term strategy but a dynamic plan, which adapts as your circumstances change and your aspirations evolve. What won’t change is our commitment to you, your family, and your prosperity – long into the future.
Direct access to your dedicated Investment Manager
While our roots are proudly Scottish, our perspective is global. Our investment expertise and forward-thinking analysis covers global opportunities, different asset classes and investment strategies including equities, fixed income, small companies, sustainable investments and more.
From day one, you’ll have direct access to the dedicated Investment Manager managing your investments. Working together with your Wealth Planner, they will design a bespoke portfolio matched carefully to your risk profile and aimed firmly at realising your goals.
Why choose wealth management for high net worth individuals?
- Independent advice: Your Wealth Planner’s advice will always be impartial and centred on your best interests
- Truly bespoke service: Focussed on your unique circumstances and building a long-term relationship grounded in trust
- Tax efficient strategies: Experts dedicated to preserving and growing your wealth tax-efficiently and in full compliance with UK tax laws
- Intelligent risk management: An appropriately balanced and diversified investment portfolio to maximise returns while minimising risk
- Effective succession planning: To enable you to pass on your wealth and pursue any philanthropic goals in the most tax-efficient way possible
- Continuous monitoring: Regular reviews to ensure your plan evolves without losing sight of your goals.
Our wealth management services
Family wealth management
Personalised financial advice and investment management to protect and grow your family wealth for generations.
Investment management
Hand over responsibility to a dedicated Investment Manager who has the expertise, time and resources to protect and grow your wealth.
Retirement planning
Independent advice to help you put the right retirement plans in place so you can enjoy later life to the fullest.
Financial planning for business owners
Strategic and practical advice on managing your wealth before, during and after selling or passing on your business.
Cashflow modelling
A dynamic tool to help you understand whether you’ll have enough money to live comfortably in retirement.
IHT Portfolio Service
Our IHT Portfolio Service is designed to maximise the potential for growth in the short term while protecting your wealth for the future.
Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.
Our portfolios are designed to work over a typical investment cycle of 7-10 years, so we recommend you stay invested for at least seven years.
The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.
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.