TW
Tim Wishart
Head Of Strategy And Development at Adam & Company Wealth Management
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Work Experience
Oct 2022 - Present · 2 years and 3 months
Head Of Strategy And Development
Jan 2023 - Present · 2 years
Head Of Scotland And The North Of England
Oct 2022 - Feb 2023 · 4 months
Head Of Scotland And The North Of England At Punter Southall Wealth
Dec 2019 - Feb 2023 · 3 years and 2 months
Company Details
At Adam & Company, our priority is to look after your wealth carefully, expertly and consistently. Based in Scotland, we offer a full spectrum of wealth management services, including discretionary investment management and wealth planning. Your personal investment manager will create and maintain a unique relationship with you, based on your wishes and putting your interests first. We are passionate about investing, constantly exploring new opportunities and assets for our clients. Through our links to Canaccord Genuity Wealth Management we have access to an extended range of asset classes and geographies, including global equities and small caps.
Year Founded
1983
Social Media
Linkedin
Industry
Financial Services, Insurance Carriers, Finance and Insurance
HQ Location
40 Princes Street Edinburgh, Scotland EH2 2BY, GB
Keywords
Investment management and wealth planning
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