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Autumn Issue Forty
The JM Finn Quarterly Periodical

The drone strike on Saudi oil facilities and subsequent wild fluctuations in the oil price served as a timely reminder that geo-political risks remain as a potential upset to sentiment.

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.

Simon Tufnell discusses life as a wealth manager.

Diploma PLC is a holding company comprised of a number of international operating businesses. These specialise in the supply of consumable products and services into three distinct sectors and…

Bank of America, as the name suggests, is an American bank through and through. Close to 85% of revenues and profits come from America and its 210,000 employees staff its 5,000 branches across the…

Winchester office now openOur latest regional office was opened on the 2nd September in Winchester, Hampshire. With five investment managers now in situ looking after £700 million on behalf of their…

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.

If you are planning for later life, you may be considering what will happen to your spouse or civil partner (partner) and children or other beneficiaries on death. You may be concerned that your…

So, I took the plunge and booked an interview room to avoid the embarrassment of my colleagues hearing my waist measurements. The tailor came equipped with some cloth books, a tape measure and sold me…

In recent years, Nestlé has increasingly positioned itself as a ‘nutrition, health and wellness’ company. Its product segments are Beverages (24% of revenue), Nutrition & Health Science (18%), Milk…

Cost and affordability are so often the focus of planning regarding school fees, but a greater focus should be placed upon events which could have a detrimental impact. Andrew Neal of Winchester based…

Some thirteen years ago, having left the bank that had taken over the firm for which I had worked, I broadened my reading to take in research from a wide variety of new (to me) sources. One Swiss…

The constant drip of economic data points are manna from heaven for the world’s economists, often wheeled out to give their latest forecasts and predictions for global growth. Unfortunately, a…

In a nutshell, I think that post-trade war inflation will pick up prompting the Fed to go into “interest rate catch up mode”, poke in some swift and firm rate hikes to the point that the US, and…