Our insights

Current issue
Prospects
Autumn Issue Forty
The JM Finn Quarterly Periodical

JM Finn hosted a conference in-person and virtually, bringing together experts to educate our audience on a range of topics.

Although a buzzword of our time, Artificial Intelligence (AI), is not a new concept.

NFT is the hottest acronym on the art market right now, but what exactly is a Non-Fungible Token, and how is it disrupting the art collection and investment world?

There are a number of reasons as to why you may wish to settle assets in trust, but one of the most prominent is to protect family wealth and to look after the long term interests of family members.

As many readers will know, we conducted a client survey in the summer of 2021, our third such survey, in order that we get a better understanding of how our clients feel we are meeting their goals.  

In the early summer of this year, we saw a huge surge in retail sales across the world with growth close to four times what is normal.

We met the companies below and you can learn more on any of these by contacting the person at JM Finn with whom you usually deal.

JM Finn was delighted to have won the award for Medium to Large Wealth Management Firm of the Year from MoneyAge.

Surprisingly little has changed since last I shared my views on how the domestic economy is shaping up in a post-pandemic world.

Having a bespoke portfolio tailored to specific investment goals is often considered solely the preserve of those charities with large amounts of capital to invest.

We are delighted and extremely proud of Alexander Gulliford and Karen Lau for both being named in the Citywealth Future Leaders awards.

Return on capital metrics are closely watched by managers and investors alike.

JM Finn partnered with Delen Private Bank in 2011, to celebrate the 10 year anniversary the Prospects editorial team put some questions to Jan Suykens.

In November, the final members of staff moved into our new London headquarters at 25 Copthall Avenue.