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Summer Issue Thirty Nine
The JM Finn Quarterly Periodical

What makes a good investment strategy during uncertain times? Read below to see what Investment Manager Charles Bathurst-Norman is planning.

Are there better times ahead? We discuss tech stocks, inflation, Omicron and geopolitical tensions.

James Godrich provides insight into the performance of the CSI funds in Q4 2021, including his holdings in PayPal and Sage.

Inflation has been a buzzword in 2021. What does the inflation rate look like in the UK? What does this mean for the wider economy?

The firm’s Leeds office is shortlisted for Best Investment Team of the Year

Brian Tora provides insight into investment markets and an outlook for the rest of 2021.

JM Finn hosted a conference in-person and virtually, bringing together experts to educate our audience on a range of topics.

Although a buzzword of our time, Artificial Intelligence (AI), is not a new concept.

NFT is the hottest acronym on the art market right now, but what exactly is a Non-Fungible Token, and how is it disrupting the art collection and investment world?

There are a number of reasons as to why you may wish to settle assets in trust, but one of the most prominent is to protect family wealth and to look after the long term interests of family members.

As many readers will know, we conducted a client survey in the summer of 2021, our third such survey, in order that we get a better understanding of how our clients feel we are meeting their goals.  

In the early summer of this year, we saw a huge surge in retail sales across the world with growth close to four times what is normal.

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.

JM Finn was delighted to have won the award for Medium to Large Wealth Management Firm of the Year from MoneyAge.