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Summer Issue Thirty Nine
The JM Finn Quarterly Periodical

Having a bespoke portfolio tailored to specific investment goals is often considered solely the preserve of those charities with large amounts of capital to invest.

We are delighted and extremely proud of Alexander Gulliford and Karen Lau for both being named in the Citywealth Future Leaders awards.

Return on capital metrics are closely watched by managers and investors alike.

JM Finn partnered with Delen Private Bank in 2011, to celebrate the 10 year anniversary the Prospects editorial team put some questions to Jan Suykens.

In November, the final members of staff moved into our new London headquarters at 25 Copthall Avenue.

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.

The COVID-19 pandemic increased the Internet’s importance amongst nearly all consumers and businesses.

Senior Investment Manager, London

At the time of writing the market is under some short term pressure over fears of a new strain of COVID-19, which of course we hope can be kept in check to maintain our relatively stable number of…

Oxford Nanopore Technologies (ONT) is a DNA/RNA sequencing company.

Barclays has been in the news recently with the resignation of Jes Staley.

L’Oréal is a European beauty conglomerate that owns some of the best known beauty brands in the world (e.g. Lancome, Garnier, La Roche-Posay).

UBS takes about 50% of its revenues from Wealth Management.

James Godrich explains why he thinks that a patient approach can lead to short term drawdowns but remains the right strategy for long term returns.