Adam & Company Wealth Management
Angela Welsh DipPFS currently serves as the Operational Director at Adam & Company Wealth Management since April 2024. Prior to this role, Angela held various positions including Operations Director and Head of Operations at Intelligent Capital Ltd from December 2017 to April 2024. Angela's experience includes managing client delivery at Tilney Group, contributing to retail competency development at ZURICH INTERMEDIARY GROUP LIMITED, and supporting regional clients at Arthur J. Gallagher & Co. from April 2007 to February 2015, where responsibilities included client support, HR coordination, and project management.
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Adam & Company Wealth Management
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.