Adam Martin
Investment management
Areas of expertise
Private client investment management
Experience
Adam has 13 years of experience in the wealth management industry covering a number of markets and investment cycles. His focus is on balanced portfolio management.
Professional qualifications/memberships
- Holder of the Chartered Financial Analyst (CFA) designation and a Member of the Chartered Institute for Securities and Investment(CISI).
Notable client work/achievements
- Named in PAM’s 2017 ‘40 under 40’.