LIVES
Chigwell
STARTED AT JM FINN
2008
HOBBIES AND PASTIMES
Gym enthusiast and Liverpool FC supporter
FAVOURITE HOLIDAY
Maldives
HERO
Father
IF YOU WEREN'T AN INVESTMENT MANAGER
Commercial Lawyer
FONDEST MEMORY
Birth of my son
PREFERED MUSIC
R n' B
FAVOURITE BOOK
Pride and Prejudice
What does your role at JM Finn entail?
I look after portfolios on behalf of private clients that in some instances involves three generations of a family at one time. My role involves building and managing high-quality portfolios – the journey for which begins from a clean slate every time! I attend stock selection committee meetings – offering an opportunity to look under the bonnet of invested and potential companies. As well as looking after clients, I try to give back to the industry and as such am a member of the Chartered Institute for Securities and Investment Essex Regional Branch.
Has there been a standout highlight of your career so far?
The best investment decision of my career to date has been to invest in the tech revolution that is Artificial Intelligence. It is clearly a transformative piece of the technology world that many companies in multiple sectors will benefit from. As James Cameron, director of The Terminator, has said: "I warned you guys in 1984, and you didn’t listen!"
What do you think the key to successful client relationships is?
To always put clients first and make sure one consistently delivers excellent client outcomes. Such results build trust and clients take great comfort in knowing their Investment Manager has his/her ‘finger on the pulse’ in so far as their invested stocks and global stock markets are concerned. Communication is paramount in keeping clients in the loop as and when changes are made, with succinct rationales each time.
What do you think the rest of 2024 could have in store for investors?
Inflation and interest rates will continue to steal the headlines for the foreseeable future, although as ever there will be compelling investment opportunities to capitalise on. The best companies in the world (in the mega and large capitalisation sphere) will undoubtedly continue to weather the storm. If one couples the best companies globally with a sound investment process, the outcome will produce a world- class portfolio of stocks which have potential to add long-term value to client portfolios. Whilst macro and geopolitical events are imperative to understand, stock picking highlights the uniqueness of JM Finn’s offering. Such attributes conclude me to add what a privilege it is to look after clients each day in the driving seat of the best job in the world!
