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Summer Issue Thirty Nine
The JM Finn Quarterly Periodical

We encourage our staff to engage in their communities and actively seek to support organisations in our local community.

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.

A question I am frequently asked is how do we analyse stocks? How much emphasis do we place on valuation? And how much do we place on company analysis, in terms of assessing quality and growth…

Investment Director, London

The terrible events unfolding in Ukraine put much of what we do as a business into perspective and our thoughts go out to all of those impacted, either directly or indirectly.

Accenture is a professional services firm which focuses on strategic and IT consulting, technology integration services and management of IT operations.

Shell is in the midst of a corporate makeover.

Ukraine’s conflict has created wide-ranging ripples through global markets.

Rarely do software companies have the longevity of Adobe.

James Godrich explains why, despite the current risks at play, he is still remaining optimistic.

Hot on the heels of the Jubilee celebration, JM Finn were delighted to host a lunch to celebrate and promote the Queen’s Award for Enterprise.

JM Finn win Client Service Quality - High Net Worth category at PAM awards

What are the latest factors influencing the market?

Lucy Coutts and Isabel Kwok, have been recommended in the Women in Investment Awards.