We are delighted to announce that once again, JM Finn’s Chief Executive Officer, Hugo Bedford, is featured in the Spear’s 500 High Net Worth Wealth Managers Index 2023 as a Top Recommended High Net Worth Wealth Manager.
The Spear’s 500 is a comprehensive guide to the best private client advisers across a diverse range of fields such as law and finance. To determine its rankings, Spear’s draws on a wealth of sources including client feedback, peer nominations and research from Spear’s in-house teams.
Spear’s says of those included in its top-recommended list: “The most effective wealth managers for high net worth individuals will go beyond simply handling a client’s investments, helping to develop a broader wealth strategy tailored to their individual needs and financial situation.”
Hugo attributes JM Finn’s longevity to its client-centric ethos: “Our success as a firm has been our ability to listen and understand our clients’ needs, something my team very much focuses on.”
Read the full article on the Spear’s 500 website here.
