“When entrepreneurs focus on their business passion, their personal finances tend to become less of a priority. I enjoy building a trusted relationship that marries between both and help to find solutions that shape their long-term financial aspirations.”
- Locations
- London
- Phone number
- 020 3201 3120
Adam joined RBC Brewin Dolphin in 2022 and is a Wealth Adviser in our 1762 team. He works with high-net-worth individuals consisting of entrepreneurs, business owners, professional partners and their families.
He enjoys providing a relationship-centric service to clients and their families on the various stages of their ‘wealth journey’ via creation, accumulation or distribution phase and the challenges that arise on the way.
Adam’s career in wealth management started in 2019 at Arbuthnot Latham & Co., where he was responsible for targeting the acquisition of new clients who required financial solutions covering private banking, financial planning and discretionary investment management.