Our insights

Despite the personal service that marks JM Finn & Co out amongst many of our peers, we recognise the need to have a top quality online facility that meets our clients’ needs from both a…

The 21st Annual Inter-Schools One Day Event is being held at Poplar Park Equestrian Centre, Suffolk on Sunday 19 March 2017, hosted by Woodbridge School.

In our experience, charity trustees welcome a proactive approach to a relationship with their chosen investment manager, which of course sees them look for a robust investment approach, top quality…

We are delighted to report that JM Finn & Co has again been shortlisted for the Best Discretionary Service at the City of London Wealth Management Awards 2017, having been the winners in 2016.

The JM Finn & Co book club, consisting of a dozen or so investment professionals across the firm, was conceived in 2017 with the hope being that, month by month, some of the wisdom of investing gurus…

Electrocomponents describe themselves as a high service distributor for engineers.

LIVESSevenoaks, KentFAMILYMarried to Sam, daughter Bella (25) and son Charlie (21)EDUCATIONBusiness Studies graduateSTARTED AT JM FINN & CO2012CURRENT POSITIONSenior Investment ManagerINTERESTSSkiing,…

NMC runs hospitals and chemist shops in the United Arab Emirates (UAE) with a 25% market share in a population that has grown from 200,000 in the 1960s to over ten million today. Health insurance is…

The Asset Allocation Committee, which consists of three members of our research team and a number of investment managers, aims to provide a view on the asset allocation that seems most suitable in…

Curated by Eliza Bonham Carter, Head of the RA Schools, this exhibition will run for the month of May within our offices at 4 Coleman Street, London. All the works will be available for purchase and…

​Now in the sixth year of our partnership with the Royal Academy, we are excited to be again showcasing some of the work of the students of the RA schools.

Edward, who had been at WH Ireland for seven years prior to joining JM Finn & Co, looked after a range of private clients, trust, pension and charity portfolios alongside his colleague, John Eastgate,…

Have you considered a trust?Trusts may be used in conjunction with other IHT planning measures, such as gifting of surplus income. The use of trust structures can yield substantial benefits but need…

As the new Duke of Westminster would stand testament, the benefits of trusts are that they can be designed so that the assets held therein do not form part of an individual’s estate, thus providing…