The City of London Wealth Management Awards recognise and celebrate the quality of service provided by Wealth Management companies and individuals. The Best Charity Investment Awards celebrate the outstanding achievements of the best UK wealth managers who have demonstrated exceptional client service and contribution to the industry.
Led by Mark Powell, JM Finn’s Charity Investment team manage £525 million on behalf a range of charities. Since the inception of the Charities team 19 years ago, it has developed into one of JM Finn’s largest teams, not just in terms of assets under management, but also in terms of revenue, maintaining existing relationships and asset growth.
The City of London Wealth Management Awards ceremony took place on March 25th, 2025, at the Guildhall in London. The event was attended by over 500 industry professionals and celebrated the achievements of the wealth management sector.
For more information on our charity services please see here.
