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
With a slew of companies departing the FTSE this year, can the UK revive its appeal for listings in 2025?
Watch our video for the latest take from Head of Investment Office Jon Cunliffe and Fund Manager James Godrich on the global macroeconomic environment and its impact on portfolio investing.
Amid ongoing elevated consumer prices, early signs are that a tough environment for traditional high street retailers continues despite Black Friday discounts.