Managing Director, Investment Management
020 3327 5403

Adam graduated with an Honours degree in Economics from Cardiff University in 1985 and has been actively involved in the management of private client portfolios since the start of his city career in 1985. He worked at J.M Finn, Buckmaster and Moore and James Capel (later HSBC Investment Management), where he was a senior director and managed a team of fund managers. Adam manages a mixture of private client, charity and pension portfolios. He joined Punter Southall Wealth (formerly Psigma Investment Management) as a founding partner in 2002 and is a Chartered Fellow of the CISI.

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