Biography
Adam joined JM Finn in 2022, previously working at Fidelity International where he helped individuals and families manage their wealth. Adam qualified as a Chartered Wealth Manager in 2018 and has over a decade’s worth of private wealth client experience obtained within various investment management roles, including a spell working in Zurich, Switzerland looking after the financial affairs of expatriates.
Alongside his daily priority of managing investment portfolios for private clients and trustees, he is a member of the firm’s Collective Investments Committee, focusing on Global Collectives.
Adam Dawe is based in our Winchester office
JM Finn
Regency House
13 St Clement Street
Winchester
SO23 9HH
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.
Weaker performance and derating among US tech equities after strong growth in the last few years, while European stock prices rose.