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Client Focus
Portfolio management is all
that we do. We simply focus on matching our clients' investment priorities and
objectives with wholly appropriate investment selections. Unlike many investment
managers, we do not involve ourselves with wider personal financial matters such
as life assurance, pensions and other issues that might otherwise interfere with
our primary activity. We take a conservative approach to our
Investment Philosophy.
Size
We have a high investment
manager to client ratio. This allows us to concentrate on providing a high
quality personal service.
Continuity
BAM has had minimal staff
turnover and so offers a high degree of continuity in an industry subject to
constant and rapid change. BAM is wholly owned by its Directors and Employees.
International Perspective
BAM has an international
perspective and deals actively in shares and pooled investment vehicles around
the world.
Flexibility
BAM prides itself on providing
a bespoke rather than an 'off the peg' service. Portfolios, banking and income
arrangements, and reports are all tailored to meet the individual client's
requirements.
Adam & Company
Clients usually appoint
Adam & Company (the private banking subsidiary
of the Royal Bank of Scotland with whom BAM has worked for many years) to
provide a full nominee, safe custody and settlement service. |