ANNA WILSON

ADAM & CO

Category
HNW Wealth Managers
Company Size
UK

‘It sounds a bit like Theresa May but we look for stronger, stable companies to own for the long term,’ says Anna Wilson, explaining her approach to choosing equities for clients. ‘And we’re still able to find [companies with compounding potential] at decent valuations.’ The Edinburgh-based Adam & Co brands itself a ‘modern bank, with traditional values’. It keeps clients at the heart of the business, with a flat management structure of advisers surrounding each portfolio. It’s a teamwork approach, Wilson says: ‘It’s not like a central black box that decides everything.’ Closeness brings trust, even at stressful times. ‘I found it amazing that after the Brexit vote our phones didn’t ring off the hook with panicked investors,’ she laughs.

Anna Wilson