BAM provides discretionary investment management for ISAs, both as part of a wider investment portfolio and in isolation. The flexible investment rules governing ISAs make ‘bespoke’ investment management particularly appropriate.

BAM Customers may appoint Adam and Company Investment Managers Limited, with whom BAM has a long-term association, as their ISA Manager for administration.

Based in Edinburgh, with branches in Glasgow, London, Manchester and Guernsey, Adam & Company is the wholly owned private banking subsidiary of the Royal Bank of Scotland.  Like BAM, Adam is regulated by the FSA and has built its reputation on supplying a service that other financial institutions no longer attempt to provide.  Through a long-term association, BAM and Adam provide a personal approach that has almost vanished amongst larger institutions due to the growth of automation and anonymity.

We shall be pleased to discuss opening new ISAs for clients, and it is usually a straightforward matter to transfer existing ISAs. We are also happy to be appointed Agents to monitor ISA portfolios held elsewhere.

For further information, an ISA Application Form, or an Application to Transfer an Individual Savings Account, please contact:
   John Thornber  Phone:               01423 701800
                              Email:                john.thornber @ borderam .com