My primary role is the construction and management of portfolios for private clients, Pensions, Charities and Trusts within our Discretionary Portfolio Service. I aim to build long term relationships with clients and their advisers which ensures I have an understanding of their requirements and enables me to manage their assets in a suitable manner.
Adam holds a First Class Honours degree in Economics for Business and is a Chartered Fellow of the Chartered Institute for Securities (CISI).
Adam started in the industry in 2005 and joined Quilter Cheviot in 2019. He previously spent ten years at Investec and four years at Brooks Macdonald both in the capacity of Investment Director.
Outside of work Adam is a keen sports fan and enjoys participating where possible. He and his young family are also season ticket holders at Leeds United.