Adam Kerr

Adam is an Investment Manager based in Rathbones’ Glasgow office. He originally joined Investec Wealth & Investment, which merged with Rathbones in 2024. Adam manages bespoke investment portfolios for a broad range of clients, including families, charities, and trusts.

Adam’s primary focus is helping clients achieve their long-term financial objectives through thoughtful, disciplined investment management. He places strong emphasis on building lasting relationships and takes genuine care in delivering outcomes that align with each client’s personal goals and circumstances.

Adam’s background is in Financial Planning, having begun his career with Investec in the Financial Planning team. He is both a qualified Financial Planner and Investment Manager, holding the Chartered Wealth Manager designation from the Chartered Institute for Securities & Investment and the Diploma in Regulated Financial Planning from the Chartered Insurance Institute.