Our insights
February was a positive month for most asset classes, with US equities continuing to lead the way.
Markets have been understandably quiet recently. With the Chancellor of the Exchequer about to announce his Spring Budget as I put pen to paper (and on the day of our Investment Conference, too!),…
Despite the personal service that marks JM Finn out amongst many of our peers, we recognise the need to have a top quality online facility that meets our clients' needs from both a communication and…
The 21st Annual Inter-Schools One Day Event is being held at Poplar Park Equestrian Centre, Suffolk on Sunday 19 March 2017, hosted by Woodbridge School.
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…
.webp)
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.
_0.webp)
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…
If you like this article, follow us for more insights.
To receive more content like this subscribe today.