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JM Finn is proud to announce success at the 2025 City of London Wealth Management Awards. The Charity Investment team has won Best Charity Investment Service after taking the award in 2020, 2021,…
Join Jon Cunliffe and James Godrich for their monthly video commentary on global economic affairs and the investment strategy for the JM Finn Investment Management Service portfolios.
Extensive US trade tariffs likely to create short-term global market volatility and a preference for defensive assets such as gold and government bonds, writes Jon Cunliffe, Head of Investment…
Strong gains in global equities offset a weak performance among mega-cap US tech stocks during the quarter writes Jon Cunliffe, Head of Investment Office.
Low UK household confidence despite fastest growth in real incomes in many years, writes Investment Director Andrew Mann.
JM Finn has been nominated for two awards at the Yorkshire Financial Awards 2025, which recognise the top financial services professionals and firms in the region.
US tariffs and trade policy have led to a weaker dollar and heightened risk of US recession, while many markets ramp up defence spending, writes Investment Director Charles Bathurst-Norman.
Meet Rebecca, Wealth Planner in our London office. In this video she provides insight into the goals for the wealth planning team for the rest of 2025, how the team are helping clients manage the…
JM Finn’s wealth planning team take prestigious accolade.
With the S&P 500 down by 10% since February, investors question whether the president could introduce measures to stimulate market growth.
Share prices of “Big Tech” companies have risen dramatically in recent times, yet these behemoths have come under increasing regulatory scrutiny. With a new administration recently occupying the…
JM Finn’s Head of Investment Office Jon Cunliffe covers a roundup of global markets.
This year’s fixed income outlook is finely balanced, with a high degree of uncertainty surrounding the impact of the incoming Trump administration’s policy agenda on growth, inflation, central bank…
As JM Finn partners with behavioural finance specialist Oxford Risk to help clients determine their attitude to risk, Greg Davies explains the role behavioural finance and risk profiling can play in…
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