JM Finn is proud to have been named Private Client Asset Manager of the Year at the prestigious 2024 Magic Circle Awards. The firm was recognised for its outstanding performance and dedication to serving its private clients over the past year.
Run by Citywealth, The Magic Circle Awards are among the most coveted honours in the wealth management industry, celebrating excellence across a range of categories. JM Finn's win in the private client space is a testament to the firm's client-centric approach.
"We are honoured to receive this recognition from the Magic Circle Awards," said Lucy Coutts, Investment Director and Head of The York Office at JM Finn. "At JM Finn, we pride ourselves on fostering long-lasting relationships built on trust, transparency, and a deep understanding of our clients' financial goals.”
This award mirrors the excellent feedback received in JM Finn’s recent client survey, which was carried out independently on behalf of the firm. 97% agreed they had a personal relationship with someone they trust at JM Finn, and 96% are satisfied with their Investment Manager. 3 in 5 clients also say they have personally recommended the firm to their friends and family.
With a rich history spanning over 75 years, JM Finn has established itself as a leading discretionary wealth manager for private clients and charities. The firm's success is underpinned by its robust investment process, rigorous research capabilities, and a team of highly experienced investment professionals dedicated to helping clients achieve their financial objectives.
