Adam and Company

Adam and Company is a UK private-banking brand within NatWest Group. Its activities are generally associated with private banking, wealth management and tailored financial services for high-net-worth individuals, families and related institutional clients. Unlike a mass-market retail bank, the brand emphasizes relationship-based service, dedicated banking contacts and arrangements tailored to clients' asset and financing needs. Reliable public information about its exact founding year, founder, detailed corporate history and standalone financial performance is limited.

Adam and Company is a UK private-banking brand within the NatWest Group structure. Its public positioning is associated with high-net-worth clients and complex financial needs, including private banking, wealth management and tailored financing. Because the available input does not include verifiable official historical material, and reliable public evidence is insufficient to confirm its founding, acquisitions, business transfers or management changes, this entry does not expand on specific dates or detailed chronology.

• private banking

  Private banking

  Integrated banking services for high-net-worth individuals, families and related clients, typically covering banking, financing, wealth planning and dedicated relationship management. This represents the core positioning associated with Adam and Company.

• wealth management

  Wealth management

  Services focused on asset management and long-term wealth planning, potentially integrated with private-banking relationship management and investment arrangements. Public information is insufficient to confirm specific product names or structures.

• lending

  Tailored lending

  Financing and lending arrangements tailored to high-net-worth clients' assets, investments or other borrowing needs. Specific products, terms and volumes have not been sufficiently confirmed in reliable public sources.

• 2021-04-16

  Canaccord Genuity agrees to acquire Adam & Company investment management division[1]Canaccord Genuity同意收购Adam & Company投资管理部门professionaladviser.com

  Reported: 2021-04-16

  Canaccord Genuity said it had reached an agreement with NatWest to acquire Adam & Company's £1.7bn investment management division through its UK wealth management arm; the deal was expected to close in September, subject to regulatory approval.

1. 1Canaccord Genuity同意收购Adam & Company投资管理部门professionaladviser.com
2. 2Canaccord Genuity enters Scottish market with wealth manager acquisitionmoneymarketing.co.uk