Edinburgh-based specialist wealth manager appoints two new leadership roles

Tim Wishart (left) and Mark Ivory at Adam & Company's office on Princes Street, Edinburgh.

ADAM & Company, the specialist Scottish wealth manager, announces an expanded leadership team with two new roles as it relaunches the highly regarded 40-year-old brand from new offices on Princes Street in Edinburgh.

Tim Wishart has been appointed Head of Strategy and Development. Tim joined the team when Punter Southall Wealth (PSW) was acquired in 2022, having previously launched its Edinburgh office as Head of Scotland and the North of England in 2018.

Mark Ivory, formerly Investment Director at Adam & Company, 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.

Adam & Company combines a genuinely global investment outlook with independent financial planning advice, all accessible face-to-face through locally based managers. Since joining Canaccord Genuity Wealth Management’s UK business in 2021, Adam & Company has established itself as a dedicated wealth manger, a position reinforced by its recent acquisition of the PSW team. Adam & Company no longer offers banking services.

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.”

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