Wealth manager Adam & Company has announced an expanded leadership team with two new roles as it relaunches the 40-year-old brand from new offices on Princes Street in Edinburgh.
Since joining Canaccord Genuity Wealth Management’s UK business in 2021, Adam & Company has established itself as a dedicated wealth manger, and no longer offers banking services.
Tim Wishart has been appointed head of strategy and development and Mark Ivory becomes head of portfolio management.
“Both Tim and Mark have significant experience in the wealth management sector, with careers spanning 33 and 24 years respectively,” said Adam & Company.
Canaccord Genuity Wealth Management UK & Europe (CGWM UK) has assets under management of £33 billion. In Scotland, the firm operates under the Adam & Company brand.
Graham Storrie, Head of Adam & Company, said: “Adam & Company is now enjoying the ability to draw on the wider and deeper client offering available now we are fully integrated into Canaccord Genuity Wealth Management, where we share a clear focus on meeting and exceeding our clients’ expectations.
“The appointments of Tim and Mark are key to establishing Adam & Company as Scotland’s foremost wealth manager, offering a personalised, bespoke approach to private clients and their advisers.”
David Esfandi, CEO, Canaccord Genuity Wealth Management UK said: “We are delighted that Tim and Mark will join Graham’s leadership team to continue to build our largest office outside of London.
“We are passionate about wealth management at Canaccord Genuity, and this is an indication of our long-term commitment to Scotland.”
Wishart and his team joined Adam & Company following Canaccord Genuity Wealth Management UK’s acquisition of Punter Southall Wealth (PSW) in June 2022.
Ivory worked for Newton Investment in London and Equity Trustees in Melbourne, Australia, before joining Adam & Company as an Investment Director.