Investments and Portfolio Management
A personal approach
We offer a high quality, personalised investment management service that aims to meet the individual demands of today’s private and professional investors. Designed to help guide our clients through the increasingly complex investment world, our personalised approach draws on traditional client service values in a world where individual investment manager discretion is often replaced by a process-driven response.
Long term investing
Many of our clients have a longer term time horizon and a generally conservative attitude to investment, with a variety of investment goals; from preserving capital for future generations to providing an income for retirement or just funding a dream.
We have over £9.2bn of funds under management and administration on behalf of over 18,500 client accounts* of which many are for families who have had investments overseen by JM Finn for several generations...
By placing an investment manager as the primary point of contact for all our relationships, we can ensure that each client receives a personal level of service, as your manager will be responsible for managing your portfolio as well as the relationship. Our tailored approach allows for increased flexibility which can be useful if your, or your family’s, specific circumstances change.
We understand that to engage a discretionary portfolio manager there needs to be a high level of trust and therefore we seek to become one of your trusted advisers. To determine how we are doing on this score across our existing clients, we asked them in a survey which confirmed a high degree of trust and confidence in both the individual investment manager and JM Finn. Read more about our clients’ perceptions of the firm.
Whatever your goal, while our advice is deemed to be restricted under FCA rules as we do not provide advice on all financial products, we instil impartiality and accountability across the firm, which combine to provide you with the level of personal service you might expect of someone entrusted to look after your investments.
Security of client assets is at the top of our agenda. For our managed portfolios we offer a comprehensive in-house custody and administration service, which allows for efficient administration whilst ensuring your assets are ring-fenced from JM Finn's balance sheet.
We also focus on online security and data protection and work hard to ensure our systems incorporate the latest controls. Our stringent processes and procedures about fund withdrawals, for example, are in place to protect you.
*As at 31st March 2019