Citywire, a leading provider of news, information and insight for professional advisers and investors draw up their annual list of rising talent and future leaders in the wealth management world.
In making the final cut, they consider a number of factors, including professional and educational achievements, work responsibilities and the impact they are having on their company, whether through running teams or research or managing money.
Citywire was recorded as saying: “This year, the competition was strong and the standard was very high.”
Both JM Finn finalists were pleased to see more diversity within the process. Ben, who is based in our Bury St Edmunds office noticed more regional inclusion, with more shortlisters based outside of the capital. James also said that he was pleased to see so much young and diverse talent coming through the industry.
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