The City of London Wealth Management Awards have established themselves as one of the leading industry awards thanks to the judging process which includes a public vote. The awards are to recognise, promote and celebrate quality of service from Wealth Management companies and individuals across the country.
Winners are determined by an online, public vote that takes place over a two-week period. The poll is then reviewed by an independent panel of judges.
JM Finn is delighted to have their expertise in managing investment portfolios for charities recognised for the second year in a row. We have long focussed on offering a high quality service along with a deep understanding of the charity’s investment requirements, typically for charities with less than £10 million in reserves. The personal service offered has helped engender long-term relationships across a wide range of charities throughout the UK, including Livery, Educational, Religious, Children’s, Military, Hospice, Housing, Health, Disability, and Animal as well as grant making charities.
We want to give thanks to everyone who took the time to vote, we are incredibly grateful and humbled by the support. The pandemic has created unprecedented challenges and the charities team at JM Finn have overcome these by continuing to prioritise their clients. We are very much looking forward to the opportunities that the rest of the year will bring.
To learn more about the services JM Finn offers charities, click here.
