Adam Rowland-Jones

Investment Team Leader

Adam joined LIFT-Invest in 2019 and is the Investment Team Leader.

Adam’s role consists of overseeing and running the operations for the business, performing quarterly rebalances on client accounts and managing team members. His previous experience in the last 16 years includes working for a discretionary fund manager, an investment platform and a large bank.

Adam is a Chartered Member of the CISI, having attained the Private Client Investment Advice & Management Certificate, the Certificate in ESG Investing with CFA UK and the Certificate in Climate Risk with the Chartered Bankers Institute.

LIFT-Invest– registered in England & Wales – Company Reg Number 10144705 – Registered Address: Century House, Regent Road, Altrincham, Cheshire, WA14 1RR

LIFT-Invest is a trading style of LIFT-Invest Limited. LIFT-Invest Limited is authorised and regulated by the Financial Conduct Authority. Registration number 758465. The value of investments may go down as well as up.

LIFT-Invest is a member of the Brooks Macdonald group of companies. More information about the Brooks Macdonald Group can be found at www.brooksmacdonald.com. Brooks Macdonald Group plc is registered in England No 04402058. Registered office: 21 Lombard Street London EC3V 9AH