View all newsletters
Have the short, sharp Spear's newsletter delivered to your inbox each week
  1. Wealth
June 22, 2017

ANNA CROZE

By Rasika Sittamparam

‘We look for stronger, stable companies to own for the long term,’ says Anna Croze, explaining her approach to choosing equities for clients. It’s a choice asset class in a low-interest rate landscape: ‘And we’re still able to find [companies with compounding potential] at decent valuations.’

The Edinburgh-based Adam & Co brands itself as a ‘modern bank, with traditional values’. As such, it keeps clients at the heart of the business, with a flat management structure of advisers surrounding each portfolio. It’s a teamwork approach, Croze says: ‘It’s not
like a central black box that divides everything.’

The lack of bureaucracy makes Croze proud, and with closeness comes trust, even at stressful times. ‘I found it amazing that after the Brexit vote our phones didn’t ring off the hook with panicked investors,’ she laughs.

She also favours a transparent approach with clients: ‘They can get a tangible feel for what we’re doing. It’s not just a list of funds… We understand the story and we really understand what we’re holding in portfolios for clients.’

At the end of the day, she adds, it’s about the sleep-at-night factor for clients. ‘We want to show that we generally are a thoughtful bunch,’ says Croze.

Select and enter your email address The short, sharp email newsletter from Spear’s
  • Business owner/co-owner
  • CEO
  • COO
  • CFO
  • CTO
  • Chairperson
  • Non-Exec Director
  • Other C-Suite
  • Managing Director
  • President/Partner
  • Senior Executive/SVP or Corporate VP or equivalent
  • Director or equivalent
  • Group or Senior Manager
  • Head of Department/Function
  • Manager
  • Non-manager
  • Retired
  • Other
Visit our privacy policy for more information about our services, how New Statesman Media Group may use, process and share your personal data, including information on your rights in respect of your personal data and how you can unsubscribe from future marketing communications.
Thank you

Thanks for subscribing.

Content from our partners
HSBC: A global firm with a family office focus
Harnessing connections with Standard Chartered
Imperium Group spreads its wings in Jersey

Topics in this article :
Select and enter your email address The short, sharp email newsletter from Spear’s
  • Business owner/co-owner
  • CEO
  • COO
  • CFO
  • CTO
  • Chairperson
  • Non-Exec Director
  • Other C-Suite
  • Managing Director
  • President/Partner
  • Senior Executive/SVP or Corporate VP or equivalent
  • Director or equivalent
  • Group or Senior Manager
  • Head of Department/Function
  • Manager
  • Non-manager
  • Retired
  • Other
Visit our privacy policy for more information about our services, how New Statesman Media Group may use, process and share your personal data, including information on your rights in respect of your personal data and how you can unsubscribe from future marketing communications.
Thank you

Thanks for subscribing.

Websites in our network