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How did JM Finn’s Investment Management Service portfolios perform in January?
Head of Investment Office Jon Cunliffe and Fund Manager James Godrich discuss the positive returns in equities and bond markets despite volatility.
Advances in AI workflow tools have sparked both a sell-off in some professional services company shares, as well as debate around whether or not AI could fully replace them.
A major theme of The Humble Investor is the danger of investor overconfidence.
Watch JM Finn’s Head of Investment Office explains how he cuts through daily geopolitical information overload to focus on the real drivers of financial markets.
Seven key considerations for entrepreneurs when planning an investment strategy that helps to mitigate against business risk.
With social media becoming a hot bed of investment scams, the FCA has launched a national campaign to raise awareness.
New office is up and running with a five-strong team
Jon Cunliffe, Head of Investment Office covers a roundup of global trends in inflation, fiscal policy, equity and bond market performance from the final quarter of 2025.
Jon Cunliffe and James Godrich review December’s market developments.
Firm nominated following wins for four years in a row at Good Money Guide Awards.
With pensions set to be included in estates for Inheritance Tax purposes from April 2027, Clare Julian explains why having numerous pension pots can bring added complications.
Firm among finalists at Citywealth Magic Circle Awards 2026.
Charles Bathurst-Norman reviews global investment landscape performance over the final quarter of 2025 – characterised by strong earnings in global stock markets despite ongoing geopolitical…
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