Adam & Company welcomes Tim Wishart and Mark Ivory to leadership team

Adam & Company welcomes Tim Wishart and Mark Ivory to leadership team

Tim Wishart and Mark Ivory

Adam & Company, the specialist Scottish wealth manager, has expanded its leadership team with two new roles as it relaunches the highly regarded 40-year-old brand from new offices on Princes Street in Edinburgh.

Tim Wishart has been appointed head of strategy and development. He joined the team when Punter Southall Wealth (PSW) was acquired in 2022, having previously launched their Edinburgh office as Head of Scotland and the North of England in 2018.

Mark Ivory, formerly investment director at Adam & Company, becomes Head of Portfolio Management. Both Tim and Mark have significant experience in the wealth management sector, with careers spanning 33 and 24 years respectively.

Graham Storrie, head of Adam & Company, said: “Adam & Company is now enjoying the ability to draw on the wider and deeper client offering available now we are fully integrated into Canaccord Genuity Wealth Management, where we share a clear focus on meeting and exceeding our clients’ expectations. The appointments of Tim and Mark are key to establishing Adam & Company as Scotland’s foremost wealth manager, offering a personalised, bespoke approach to private clients and their advisers.”

David Esfandi, CEO, Canaccord Genuity Wealth Management UK, added: “We are delighted that Tim and Mark will join Graham’s leadership team to continue to build our largest office outside of London. We are passionate about wealth management at Canaccord Genuity, and this is an indication of our long-term commitment to Scotland.”

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