Adam is a Chartered Fellow of the Chartered Institute for Securities & Investment with over 20 years’ experience in stockbroking & investment management. His career began in 1999 when he joined Harris Allday Stockbrokers before going on to assist in establishing the Birmingham office of Smith & Williamson Investment Management.
Adam holds certificates in Investment Management, Securities & Financial Derivatives as well as the CISI’s Level 7 Masters in Wealth Management qualification.
The majority of Adam’s career has been spent with Rathbones where he cultivated and maintained a significant portfolio of clients including professional intermediaries, private clients, charities and corporations. During this time Adam also sat on the group’s Fixed Income & Macro Committee with specific responsibility for systematic & discretionary macro strategies.
Adam is married with three daughters and commutes into the City from his home in Buckinghamshire.