Adam brings with him significant experience in advising HNW and UHNW individuals from some of the largest UK and international corporates, finance market professionals and entrepreneurs. With over 18 years experience in wealth management, Adam started his career at Barclays Private Clients before moving to Drummonds and then to Credit Suisse Private Banking in London. Most recently Adam was a Director at HSBC Private Bank. Adam is a CISI Chartered Fellow.
This new role reflects a growing trend of HNW and UNHW clients increasingly becoming disillusioned with a commoditised offering and wanting a full wealth management service. Adam will be responsible for developing relationships and managing assets for UK and UK International HNW and UHNW clients requiring a holistic wealth management approach.
Tony Allan, Partner and Head of Business Development at LGT Vestra, said:
“Our core focus on looking after the client as a long-term relationship is resonating with both advisers and clients. We are delighted to welcome Adam to the team where his experience and technical expertise will further strengthen our offering. He embodies the ethos and culture of LGT Vestra and we believe he will be a great addition in helping us to continuously improve the service that we offer to our clients.”