Adam is passionate about developing long standing relationships with his clients. He advises entrepreneurs, professionals, trustees, and retirees in various stages of life, but they all work closely with Adam to understand how best to preserve or grow their wealth.
Managing his clients’ wealth typically involves much more than asset allocation. Adam spends time developing a deep understanding of what’s important to his clients before investing their funds to help them achieve it. He also works closely with clients’ lawyers and accountants to reach optimal outcomes and has regular discussions with younger family members to engage the next generation.
Outside of work, he enjoys spending time with his young family, playing golf, and the occasional fitness challenge (marathon, Ironman triathlon).
Adam is a CFA Charterholder, is a Chartered Fellow of the CISI and has a degree in Economics.
He advises entrepreneurs, professionals, trustees, and retirees, in various stages of life but they all work closely with Adam to understand how best to preserve or grow their wealth.
"I – and several members of my family – have been clients for three years at the time of writing. I can’t fault the dedication and attention to detail of Adam and Mike, my contacts there. Saltus have proved themselves in both tough and more benign market conditions. Their approach provides excellent diversification and allows me to sleep well at night. I have recently recommended them to a friend. "
"Adam has impressed with his intelligent, measured and prompt advice across a range of investments and for the entire family. He is authentic and dedicated to helping clients achieve their investment goals as well as supporting the communities around us"
- BSc Economics
- CISI Investment Advice Diploma \"IAD\" - QCF Level 4
- CISI Private Client Investment Advice and Management \"PCIAM\" - QCF Level 6
- Chartered Financial Analyst \"CFA\" - QCF Level 7
- Investment management
- Wealth management