Adam is a Senior Investment Manager with responsibility for the day-to-day management of client portfolios within our multi-family office. He chairs Hottinger’s weekly investment committee meeting and oversees our investment research & portfolio strategy.
Adam is a Chartered Fellow of the Chartered Institute for Securities & Investment with over 20 years’ experience in wealth 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. The majority of Adam’s career has since 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 sat on the group’s Fixed Income & Macro Committee with specific responsibility for systematic & discretionary macro strategies.
Adam holds the CISI’s Level 7 Masters in Wealth Management Qualification as well as Level 4 Certificates in Investment Management, Securities & Financial Derivatives.
Adam is married with three young daughters and commutes into London from his home in Buckinghamshire. He is an avid reader and spends what little spare time he does have learning more about markets & financial history alongside the occasional trip to the gym!