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In our experience, charity trustees welcome a proactive approach to a relationship with their chosen investment manager, which of course sees them look for a robust investment approach, top quality…
We are delighted to report that JM Finn & Co has again been shortlisted for the Best Discretionary Service at the City of London Wealth Management Awards 2017, having been the winners in 2016.
The JM Finn & Co book club, consisting of a dozen or so investment professionals across the firm, was conceived in 2017 with the hope being that, month by month, some of the wisdom of investing gurus…
Electrocomponents describe themselves as a high service distributor for engineers.
Andrew Banks discusses life as a wealth manager.
NMC runs hospitals and chemist shops in the United Arab Emirates (UAE) with a 25% market share in a population that has grown from 200,000 in the 1960s to over ten million today. Health insurance is…
The Asset Allocation Committee, which consists of three members of our research team and a number of investment managers, aims to provide a view on the asset allocation that seems most suitable in…
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Curated by Eliza Bonham Carter, Head of the RA Schools, this exhibition will run for the month of May within our offices at 4 Coleman Street, London. All the works will be available for purchase and…
Now in the sixth year of our partnership with the Royal Academy, we are excited to be again showcasing some of the work of the students of the RA schools.
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Edward, who had been at WH Ireland for seven years prior to joining JM Finn & Co, looked after a range of private clients, trust, pension and charity portfolios alongside his colleague, John…
Outlined below are a few smart strategies that should be considered when looking at your overall situation. Do you have a valid Will and have you considered a Lasting Power of Attorney? Whilst…
But with careful planning there are ways to limit your tax burden and pass on more of your wealth to your family, particularly now that the rules are changing. Persistent increases in the value of…
An independent panel of judges has determined a shortlist of companies, which then feature as the nominees in the public voting forum, with the winners announced at a dinner at The Guildhall in…
The Festival will be held on the 1st-3rd September at Chiswick House in West London. With its 65 acres of glorious Grade I listed gardens in the heart of London, and an 18th-century house, it is an…
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