From our early days as a stockbroker we have listened to our clients’ needs. Now as a full-service wealth management firm we have evolved to serve many generations of investors, in line with their individual wealth requirements.
Managing your clients’ investments
Portfolio management services
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Meeting your clients’ needs
Our award-winning portfolio management services are designed to help our clients fulfil their financial ambitions.
With investment management services on a discretionary and advisory basis, our investment expertise is tailored to meet each individual client’s goals.
Get in touch
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020 7600 1660Flexible investment management
Award-winning investment services
- Dedicated investment manager
- Discretionary portfolio management
- Advisory portfolio management
- Unitised multi-asset portfolios
What our clients say
The combination of good independent financial advice and investment advice is invaluable. Most firms really only offer one or the other.
Your investment partner
Our investment services can help your clients realise their goals
In our latest webinar, Anna Murdock, Head of Wealth Planning and Simon Wong, Senior Wealth Planner cover the key points to know on pensions and retirement planning.
Launched in 1999, this spring marks the quarter century milestone since the Individual Savings Account (ISA) was first introduced in the UK, superseding the Personal Equity Plan. We take a look at…
Andrew Banks, Manager of JM Finn’s Inheritance Tax Portfolio Service, discusses the reasons for the sharp rise in people being liable for inheritance tax and discusses five potential ways you could…