About The Adam Group

Diversified Financial Management

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Mission and Values
A more specialized, custom approach to the planning and management of their invested assets.
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Investment Principles
Investment principles that have successfully served its global client base through a series of economic cycles.
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Traditional and Contemporary Financial Services

The Adam Group presents a broad range of financial management strategies from traditional portfolio management to more specialized alternative investment approaches. With investment solutions spanning multiple asset classes, our approach to investing is driven by a disciplined and integrated process that combines the latest research methods to align with evolving market conditions in pursuit of risk adjusted, value driven investment opportunities.

Founded in 2013, The Adam Group has grown to become the investment manager of choice for its global client base. The company serves a dynamic group of private and institutional investors consisting of private sector pension and retirement funds, insurance companies, family offices, corporate executives and high net worth individuals.

Professional Upstanding

The Adam Group employs over 350 dedicated financial management professionals, each of whom is selected on his or her experiences and merits as leading specialists in their particular field of discipline.

Our professionals deliver specialized advice across a range of topics covering financial planning, investment management, trust and estate structure and tax related issues.

With decades of practical experience, our team of professionals combine to present a comprehensive wealth management solution to meet the individual demands of each client under management.

Absolute Returns and Client Success

Our business has evolved on the understanding that the success of our clients and the expectations they have of us are constantly met irrespective of market conditions. Although we are unable to control the direction and movements occurring throughout the global economy, we are able to control expectation levels through the delivery of absolute returns on investment.

The Adam Group’s strategies are developed in line with the specific needs of each client under our care. Using a personal investment profile, our investment strategies provide a benchmark of expectation during a set maturity period. We believe that by providing a measure of our performance, clients can take comfort in the knowledge that their assets are working towards a level of expectation regardless of how the wider economy performs.

The Adam Group

Value driven investment opportunities

Recognized for its commitment to building long-standing relationships through the provision of custom solutions.


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Private Investor

Leveraged finance and investment

Designed around a process that seeks to develop an in-depth understanding of the unique investment objectives.


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Competitive Edge

Seeking to diversify further

Critical financial decisions for primary business operations can often have a major effects on the execution of strategy.


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For more information on the services we offer and how you can benefit by becoming a client of The Adam Group, please get in touch.