JM Finn Quaterly Periodical

In this issue

Editorial

Bye Bye Miss American Pie: The rise of US onshoring

Charles Bathurst-Norman, Investment Director, discusses why so many American companies are moving their supply chains closer to home, and the impact this is having on the US economy.

Guest editorial

Celebrating 25 years of accessible art

The Affordable Art Fair Battersea Autumn 2024 marks 25 years since the first Affordable Art Fair in 1999, and the fifth year in partnership with JM Finn. Will Ramsay, Founder and CEO of the Fair…

Independent view

A family affair

Nicholas Smith and Emma Fordyce-Rudge from The Family Business Consultancy provide an overview of common challenges faced by family run businesses – and possible solutions.

Stock in focus

Stock in focus: Melrose

Henry Birt, Research Analyst at JM Finn looks at Melrose in depth.

Wealth planning in focus

Estate planning: the importance of early planning

Charles Barrow, Associate Wealth Planner, discusses the importance of early planning for inheritance and speaking to loved ones about where assets are kept in order to pass on as much of your wealth…

Asset allocation in focus

Asset allocation and Sector Focus in Autumn 2024

As part of our focus on providing a high quality, personalised investment service, we look to support our investment managers in their decision making when it comes to constructing client portfolios.

Understanding Finance

Understanding finance: Country risk

William McCubbin, Assistant Research Analyst at JM Finn, gives an overview of country risk.

Company meetings

Company Meetings Autumn 2024

A spotlight on three of the companies we’ve met during the past quarter. We met or spoke with the companies below and you can learn more on any of these by contacting the person at JM Finn with whom…