History of JM Finn
Since our foundation in 1945 we have understood the need for stability
A very client focused approach
Since our foundation as a partnership in 1945 by our namesake, John M Finn Esq., we have understood the need for stability when it comes to gaining trust from our clients. With only four senior partners prior to incorporation in 2006, stability was a key attribute when looking to develop the business and navigate the challenges that today’s investors encounter.
In 2011, Delen Investments, a family-owned business, acquired 73% of the business, with the remainder being held by staff. This partnership with Delen Investments provides both stability and investment, allowing us to focus on our clients.
We benefit from the ultimate ownership of a listed business in Ackermans van Haren with its €2.3bn market capitalisation providing financial stability, combined with the immediate ownership by Delen Investments, allowing us to manage the business with a long-term investment horizon - exactly how we manage many of our clients’ investment portfolios. Delen Investment, based in Belgium, is part of the Ackermans & van Haaren (AvH) group, an investment company listed on the BEL-20
John M Finn Esq
Founded as a partnership
in 1945 by our namesake,
John M Finn.
John Mendl Finn, formerly a commodities broker, acquires Kenneth Carr Stockbrokers.
The name of the firm changes to J.M. Finn and Co.
Office moved from Warnford Court in Throgmorton Street to Salisbury House on London Wall.
Peter Freeman succeeds John Finn as Senior Partner.
Cedric Feather appointed Senior Partner.
James Edgedale, current Chairman, appointed as Senior Partner.
Online valuation service launched.
Bristol office opens with the hiring of 10 staff.
Leeds office opened.
Funds under management and administration reaches £2 billion.
Funds under management and administration reaches £3 billion.
Incorporated as a private limited company.
Bury St Edmunds office opened.
Funds under management and administration reaches £4 billion.
London headquarters moves to current address, 4 Coleman Street.
Ipswich office opened.
Funds under management and administration reaches £6 billion.
Rebranded by dropping the term “stockbrokers” from the name to reflect the more diversified approach to investment management.
73% of the business acquired by Delen Private Bank.
Cardiff office opened.
Funds under management and administration reaches £7 billion.
Launch of Coleman Street Investments service.
Won award for Best Discretionary Service at the 2016 City of London Wealth Management Awards.
Launched Wealth Planning service.
Won award for Best Discretionary Service at 2017 COLWMA awards for second year running.
Client Portal won award for "Best Online Development" at 2017 Systems in the City Awards.
Funds under management and administration reaches £9 billion.
Rebranded by dropping "& Co" from the name.
Awarded Gold Standard for Discretionary Fund Management.
Discretionary assets under management hits 80% of total assets.
Awarded Best Wealth Management User Interface - Systems in the City Awards 2019.
Awarded Best Wealth Management Firm UK 2019 - cfi.co Awards.
Winchester office opened.