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Summer Issue Thirty Nine
The JM Finn Quarterly Periodical

As part of our focus on providing a high quality, personalised investment service, we look to support our investment managers in their decision making when it comes to constructing client portfolios.

Convertible bonds (convertibles, also termed convertible notes if shorter in maturity) are, all too often, an overlooked financial instrument. They provide investors and corporate executives with…

In advance of this year’s Spring Budget, there was considerable speculation the Chancellor would make changes to and/or increase rates of inheritance tax (IHT) and capital gains tax (CGT). However, it…

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.

Johnson Matthey (JM) began life over 200 years ago as a successful gold assay business.

We are very proud to be the recipient of the “Best Wealth Manager” award at the 2021 Good Money Guide Awards.

James Godrich, manager of the JM Finn Coleman Street Investment Funds suggests the recovery may not be accurately priced in by the markets.

We are delighted to extend our partnership with Surrey to what is one of the finest stands in world cricket.

Investment Director, London

Writing this from the office, it seems as if we are now entering a new chapter and one we must be thankful for. Whilst the City of London stills seems quiet, the most recent easing of restrictions has…

For the last year and a half, the UK’s property market has boomed. Record low interest rates, temporary government cuts to stamp duty on purchases up to £500,000 and a competitive UK mortgage market -…

Darktrace is a cyber-security platform that uses Artificial Intelligence (AI) to detect, investigate and respond to cyber threats in real time.

When you think of online marketplaces, which provide a platform for third parties to sell their products and services on, most think of Amazon and eBay. For home buying, Rightmove. For cars,…

There is little doubt that the demand for plant-based fast food is on the rise as consumers become more environmentally and ethically conscious. Yet, there is still a big market for meat, particularly…