The decision to update the look and feel of the firm has been taken to acknowledge the broader range of services that we offer our clients. No longer purely an investment firm, we now offer wider wealth management services so it seemed appropriate to amend the presentation of our brand. The new look is being rolled out in September and will be visible across all our reporting, marketing literature, web site and client portal.
This rebranding exercise, whilst not too significant a change, does give us an opportunity to make the point that we are evolving in line with our clients’ needs. With new digital services and a specific advice function for aspects of personal finance, such as inheritance and pensions, moving the brand forward was inevitable.
This new look is designed to underline the importance of the personal service which is the hallmark of our success
This new look, which makes more use of illustrative graphics, is designed to underline the importance of the personal service which is the hallmark of our success. We will endeavour to continue to offer our clients individual portfolio management services, where applicable, alongside complementary wealth planning services, if required. In the meantime, we hope you like the new look of Prospects, where we have ensured we retain the same level of investment content as previous editions, as investment management will always remain the backbone of our client proposition.
Electronic reporting
We announced our new portal in the Spring edition of Prospects and the launch of the new app last issue.
As part of our continuing development of the digital services we offer our clients, we have now completed the development to allow us to offer electronic reporting to those clients who would like to reduce the amount of paper we send.
To take advantage of this you will need an online account, which can be set up by contacting your investment manager, who can also arrange for you to go paperless. The documentation will remain on the online account for three years and therefore, to access it indefinitely, we recommend you download and save documents securely.
Please note, if you currently receive contract notes by email, this will continue at present, however, we will be changing this in 2018 at which point contract notes will be posted to the client portal.
Award-winning portal
We are delighted that our new portal, launched in the Spring of this year, has been named the Best Online Development at the Systems in the City 2017 Awards earning the developers, Crealogix, a prestigious accolade.
As a reminder, our portal, available on a desktop or a smartphone app which can be downloaded from Google Play or the App Store, has the following features:
- Send and receive secure messages to your investment manager
- View the current value of your portfolio
- Access the transaction history and cash statement
- View a consolidated holdings report, by family group or by individual portfolio
- View, download and print all your account documentation for the last 3 years from your personal library
- Access historical price movement charts for FTSE 350 equities
- Keep updated with the latest JM Finn news and market commentary
- One-touch dialling from your smart phone to your investment manager
- Secure log-in from your smart phone or tablet (if available) via biometric identity check
Exam success
Two of our in-house research team, and regular contributors to Prospects, have recently completed the CFA® exams.
Both John Royden, Head of Research and Theo Wyld, Research Analyst successfully passed all three of the arduous levels.
The CFA® exams are generally considered one of the hardest professional quali fications in the industry.
The CFA® program connects academic theory and international accounting knowledge with some of the highest ethical and professional standards.
To succeed candidates must pass over 18 hours of exams taken over a minimum of two and half years.
Congratulations to both John and Theo for their success.
