Our insights

Prospects

Winter Issue Twenty Five

In this issue
News
Discretionary Service awarded prestigious Gold Standard

We are delighted to announce that JM Finn’s core discretionary portfolio service has been recognised as having achieved a Gold Standard.

Asset allocation in focus
Asset Allocation in Focus Winter 2018

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.…

Meet the manager
Freddie Woodhead

Watch our interview with Freddie Woodhead, Investment Manager at JM Finn, who discuss his career at the firm as well as offering advice to those new to the industry.

JM Finn news
JM Finn included in list of top financial planning companies

In addition to the Gold Standard, we are extremely proud that our Wealth Planning service has been included in the 2018 thewealthnet Top Financial Planning Companies, despite only commencing wealth…

JM Finn news
JM Finn signs up to Women in Finance Charter

The charter requires action on behalf of the signatories, the most notable being that the firm’s senior executive team must agree published goals and be held accountable for them. Our goals,…

Wealth planning in focus
Deathbed Tax Planning

Simon Wong looks at instances where Capital Gains Tax (CGT) or Inheritance Tax (IHT) can be reduced or mitigated on death, and instances where IHT is not reduced or mitigated.Capital Gains Tax (CGT)…

The Potting Shed
The Potting Shed No.3

Young entrepreneurs Tim Connor (30) and Francesca Armstrong (29) have various business interests across the US, Europe & Asia and they advise SMEs & Governments. Here they explain some of the…

Independent view
Do you need all that money?

In this article, Kiran Vasudeva, and Wesleigh Kirby of solicitors New Quadrant Partners Ltd examine the process by which an inheritance can be redirected following someone’s death.Executing a deed of…

Stock in focus
AstraZeneca

With an increasing importance being placed on healthcare globally, along with a growing and ageing population, few industries offer such large market opportunities. Few however, have such high…

Economic focus
The only way is up?

Take technology as an example. The largest companies in the world are now the technology giants that play an ever increasing role in our daily lives. The impact that technology has upon economic…

Collectives commentary
A goalkeeper’s guide to investing

The answer boils down to a fear of inaction. Firstly, if your life’s work is goalkeeping, you probably won’t admit to yourself that all you have to do is stand still: you’ll want to do something.…

Company meetings
Company Meetings Winter 2018

Bond focus
Bonds for Brexit

The starting point here is how we Brexit. The majority of MPs voted Remain in the 2016 referendum. I am also told that since the referendum a sufficient number of leave-inclined older voters have…

General interest
Surrey County Cricket Club

Surrey CCC is the largest county club in the country with commercial relationships and outputs that match some of the biggest football clubs (helped by key partners such as JM Finn), and is the envy…

Bond focus
Brexiting bad

At the risk of events moving too fast for this publication to keep up, and our readers being brexited-out, we asked journalist, political commentator and former President of YouGov, Peter Kellner to…

Understanding Finance
Understanding Finance
Porter's Five Forces

The first of his McKinsey Awards was for "How Competitive Forces Shape Strategy" in which he highlights his five forces that identify how competitive and potentially attractive an industry is. Once…

Editorial
What’s in Xi’s stimulus package?

By my calculations that means viewers have spent at least 31,000 days hearing Donald Trump talk about the East Asian powerhouse. With these numbers in mind, YouTube watching economists would be…

Welcome
Welcome Winter 2018

It is with this caveat that we asked a renowned political commentator and former chairman of YouGov to give us his predictions for which he has outlined six different scenarios and the chances of…

Equity prospects

01.
Unilever

Unilever is a global consumer goods company whose vast portfolio of products operate within four broad segments: Personal Care, Foods, Refreshment and Home Care. Brands you might recognise include…

02.
Microsoft

When you think of Microsoft you typically think of its Windows operating system. This is however only a small part of its diversified technology empire.

03.
RELX

RELX, or until recently Reed Elsevier, is a world-renowned information provider to specialist professional sectors.

04.
Hunting

As with all the oil services sector, Hunting shares sold off significantly on the back of weakness in the oil price.