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Summer Issue Thirty Nine
The JM Finn Quarterly Periodical

Two Investment Managers at JM Finn & Co have been listed in this year's PAM Top 40 under 40.

It has been a steady start to the year, as the positive economic and wider market momentum that began last summer has persisted through the first quarter of 2017.

So here we are at the start of the second quarter of 2017, with markets in a quiet frame of mind.

The award for B est Discretionary Service at this year's City of London Wealth Management Awards was presented to JM Finn & Co for the second year running.

In curling the skill is in brushing the ice just enough to help the stone land in the sweet spot. Too much brushing and the stone will overshoot the target; too little and it might never get there.

News that inflation had leapt to its highest level for nearly four years had little impact on markets.

JM Finn & Co is delighted to be supporting a number of Point-to-Points again this year.

February was a positive month for most asset classes, with US equities continuing to lead the way.

Markets have been understandably quiet recently. With the Chancellor of the Exchequer about to announce his Spring Budget as I put pen to paper (and on the day of our Investment Conference, too!),…

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…