24 June 2015

Financial Times Private Client Wealth Management Survey - 2015

The annual report highlights key information from top wealth managers, with additional comment and analysis from the editorial team at the Financial Times.

The survey, published on Saturday 20^th June, featured JM Finn & Co alongside many of our peers. Reporting on a wide range of areas including performance, investment allocation, clients and services the supplement is designed to help readers of the FT select a private client wealth manager.

Also highlighted in the report are significant industry trends such as the launch of automated services, post-election concerns, and the belief that clients continue to prioritise long-term relationships with their investment managers, over fees or performance.

To download a copy of the report from the Financial Times website please click here.

Understanding Finance

Helping clients understand what we do is key to building relationships. To explain some of the industry jargon that creeps into our world, we’ve pulled together a section of our site to help.