People Moves
Who's Moving Where In Wealth Management? – Adam & Company
The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle East and other select locations.
Adam & Company
Adam &
Company, a specialist Scottish wealth management firm and
Canaccord
Genuity Wealth Management, have appointed wealth planner
Kevin Motion.
The appointment is in line with the firms' plans to expand the wealth planning team, after the acquisition of Glasgow-based Intelligent Capital in November.
Motion is a holder of the CII Diploma in Financial Planning and specialises in retirement planning, pensions, investments, tax and estate planning to help individuals, families and business owners plan their financial future. Prior to Adam & Company, he worked for abrdn.
“We are delighted to welcome Kevin to the team. Our focus in Scotland is to deliver excellent integrated wealth management services to clients and we have a focus on building out our wealth planning capability following on from the recent acquisition of Glasgow based wealth planning firm Intelligent Capital. Kevin will be a great addition to our Edinburgh office and we look forward to having him on board,” Duncan Stratford, managing director of Canaccord Genuity Wealth Management, said.
