Winter Issue Forty Five

As families are becoming more global, implementing a currency plan to mitigate against the effects of exchange rate fluctuations is increasingly important, writes Henry Wilkes, Head of Private Client…

Like many people, you may have worked in multiple jobs with various pension schemes run by different providers.

When Intuitive was founded in California in 1995, the field of robotic-assisted surgery (RAS) was conceived.

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…

Michael Law, Paraplanner at JM Finn delves into the possible circumstances where purchasing an annuity may be beneficial, and explains why annuity sales are currently elevated.

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.

Glossary of key terms for this issue

Sir John Royden explains ‘term premiums’ in bonds – and how the JM Finn research team use them as a barometer to spot potential opportunities in corporate and government bonds.

You might well have heard your Investment Manager referencing ‘valuation multiples’ when discussing your investments.

Investment Director and Head of York, York Office