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Watch the July video update on the JM Finn Investment Management Service.
Watch our latest market update video with Fund Manager James Godrich and Head of Investment Office Jon Cunliffe.
Watch the June video update on the JM Finn Investment Management Service.
Wealth Planner Charles Barrow explains the importance of early estate planning.
Watch our interview with Richard Bernstein as he discusses his team’s work.
Watch Wealth Planner Rebecca Barrett discuss the factors behind the growth in female-held wealth.
Watch the May video update on the JM Finn Investment Management Service.
Watch our latest market update video with Fund Manager James Godrich and Head of Investment Office Jon Cunliffe.
What do the latest pension changes mean for your inheritance tax and estate planning?
The latest video update on the performance of our Investment Management Service portfolios.
Watch our April market update video with Fund Manager James Godrich and Head of Investment Office Jon Cunliffe.
Contract takes relationship to 25 years: extension includes continuation of naming rights of the JM Finn Stand at the Kia Oval.
How did JM Finn’s Investment Management Service portfolios perform in March?
Head of Investment Office Jon Cunliffe and Fund Manager James Godrich discuss the global equity gains amid mixed macroeconomic data in March.
Find out more about Isabel, Investment Manager in JM Finn’s Bristol office.
How did JM Finn’s Investment Management Service portfolios perform in February?
Head of Investment Office Jon Cunliffe and Fund Manager Nina Etherton discuss the global equity gains amid mixed macroeconomic data in February.
How did JM Finn’s Investment Management Service portfolios perform in January?
Head of Investment Office Jon Cunliffe and Fund Manager James Godrich discuss the positive returns in equities and bond markets despite volatility.
Watch JM Finn’s Head of Investment Office explains how he cuts through daily geopolitical information overload to focus on the real drivers of financial markets.
Jon Cunliffe and James Godrich review December’s market developments.
Month characterised by mixed returns and volatile markets.
Watch Fund Manager James Godrich and Head of Investment Office Jon Cunliffe discuss the reasons for October’s buoyant equity and fixed income markets – including US interest rate cuts and an agreed…
Global equity markets buoyed by less severe than anticipated US tariffs.
Watch our market update video with Fund Manager James Godrich, CFA and Head of Investment Office Jonathan Cunliffe as they break down the latest market movement and macroeconomic trends.
The latest market update video with Fund Manager James Godrich and Head of Investment Office Jon Cunliffe.
Our July investment update video covers the effects of the weaker dollar and US current account and fiscal deficits.
The latest in our Meet the Manager video series with Co-Fund Manager of JM Finn’s Investment Management Service. James talks about his career to date, the benefits of the Investment Management…
The latest market update video with Fund Manager James Godrich and Head of Investment Office Jon Cunliffe.
Meet Andrew Mann, Investment Director in our Bury St Edmunds office.
Watch our May market update with Fund Manager James Godrich and Head of Investment Office Jon Cunliffe.
Join Jon Cunliffe and James Godrich for their monthly video commentary on global economic affairs and the investment strategy for the JM Finn Investment Management Service portfolios.
Meet Rebecca, Wealth Planner in our London office. In this video she provides insight into the goals for the wealth planning team for the rest of 2025, how the team are helping clients manage the…
Weaker performance and derating among US tech equities after strong growth in the last few years, while European stock prices rose.
Our latest thinking on market performance, portfolio diversification and bond market movements.
Join James Godrich and Jon Cunliffe for their latest take on the global economy and the impact on JM Finn’s fund investment strategy.
Watch our video from JM Finn’s Head of IT Jon Cosson for top tips to create a strong password, and steps to take if your email account is compromised.
Watch our video for the latest take from Head of Investment Office Jon Cunliffe and Fund Manager James Godrich on the global macroeconomic environment and its impact on portfolio investing.
Our Wealth Planning team cover some of the key points you need to know on estate planning – including the impact of the Autumn Budget.
Head of Investment Office Jon Cunliffe and Fund Manager James Godrich discuss the latest market update.
As the US election draws closers, watch our exclusive webinar featuring Freddy Gray, Deputy Editor of The Spectator and JM Finn Investment Director Freddy Colquhoun, covering all the key points to be…
In our latest webinar, Anna Murdock, Head of Wealth Planning and Simon Wong, Senior Wealth Planner cover the key points to know on pensions and retirement planning.
Watch JM Finn’s exclusive interview with England cricketer Tammy Beaumont.
Watch our video of Tammy Beaumont discussing how she got into cricket, the World Cup, and what young talent she is looking out for.
Meet Karen, Senior Investment Manager in our London office. In this video she provides her insight on how she is positioning portfolios, areas of the market that excite her and her primary challenges.
Meet Isabel, Investment Manager at our Bristol office. In this video she provides her insight on the biggest challenges for the firm and the growing interest in Environmental, Social and Governance…
The Vauxhall end stand will now be known as the JM Finn Stand, extending the partnership for a further five years.
Meet Antonia, Senior Investment Manager at our Leeds office. In this video she provides her insight on the biggest risks for investors and how she's adapted to fulfill her client's needs since…
At the end of the year, the scoreboard looks good and we are pleased with the performance of the funds but one year performance numbers tell only a fraction of the story and this is no time for…
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James Godrich reviews the quarter in the context of the three multi-asset portfolios he manages, as part of JM Finn’s Coleman Street Investment service
Research analyst, James Ayling tries to make sense of the current period of market volatility.
JM Finn’s stock selection committee chairman, Freddy Colquhoun offers his thoughts on the market.
Latest market comment: Michael Bray, CFA looks ahead from the view of the bears and the bulls.
"Baby boomers will be looking at whether they have sufficient income for retirement, possible care costs and how to pass down wealth to their children.” Anna Murdock discusses our wealth planning…
Meet Lucy, 2019’s Fund Manager of the Year (Female), talking about her investment approach and some of the wider issues facing the industry.
“Expanding on the idea of investment for everyone” Will Ramsay, Founder and CEO of the Affordable Art Fair talks about our exclusive partnership with the fair.
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“Expanding on the idea of investment for everyone” Jennifer Conner, UK Regional Manager of the Affordable Art Fair talks about our exclusive partnership with the fair.
James Godrich, CSI Fund Manager, gives us his market comment on the past quarter.
Watch our video to see how our online portfolio valuation tool can meet the requirements of today's investor.
Our CSI Fund Manager, James, talks us through the sectors of the market he is interested in at the moment.
So we asked some of the players at Surrey County Cricket Club about their ambitions...
So we asked some of the players at Surrey County Cricket Club what their financial goals were...
We asked some of the players at Surrey County Cricket Club how important their career was for their financial future...
With something for everyone and as part of our corporate membership with the Royal Academy, we are able to entertain 800 guests each year.
Everybody’s attitude to money and wealth is different, so we asked some of the players at Surrey County Cricket Club what their must have luxury item is...
With nearly 350 clients and advisers, we held our fifth annual investor conference at the Royal College of Physicians.
Paul Tyndall shares his market views on the technology sector.
Paul Tyndall, Senior Investment Manager, discusses what he thinks makes a successful client investment manager relationship.
Fred Mahon gives an update on the goings on in the markets.
James Godrich, CSI Fund Manager, gives us his market comment on the past quarter.
Watch Freddie as he talks about how third-party funds make it onto JM Finn's preferred list.
Fred Mahon gives an update on recent US market uncertainty, J Powell and his tough job ahead.
Do British companies fail to compete at scale because they deserve to fail? It’s a big, provocative question which James Godrich takes a look at in this short video.
Have you factored in the effects of FX on your global investment portfolio? If not, you may be missing a trick as James Godrich explains in this short video. You can find out more by reading our…
Emerging markets – it’s a catch-all term that’s enough to scare off many investors. Here’s three reasons to look beyond the generic bucket of Emerging Markets. To find out more, watch the video and…
Want to know why steering clear of global investment might not be the right approach? Watch this short video by our research analyst, James Godrich, to hear the three reasons to have a rethink.
Is the UK equity market unloved for a reason or does it represent great value? Is a Corbyn government a greater threat to the markets than the uncertainties of Brexit?
Watch Sam's video as he discusses life as a wealth manager within his Charities team.
Fred Mahon gives an update on recent emerging market jitters.
Sam talks playing with his brother, and his favourite partnership.
Vikram tells the story of his first 100.
Kim Woolmer discusses life as a wealth manager.
The Hampshire Country & Garden Festival, which is sponsored by JM Finn, is dedicated to promoting the fun of the great outdoors and all it has to offer.
Fred Mahon gives an update on the goings on in the markets.
Stuart discusses the importance of partnership to building a successful team.
Michael talks on the upcoming season, playing with Ricky Ponting, and the importance of partnership.
Players give their thoughts on their new skipper, Rory Burns.
Ryan shares his thoughts on the role that youngsters play in the team, and regales a big innings he had last year.
Ollie explains JM Finn's partnership with Surrey CCC.
Charlie outlines what partnerships really mean to Surrey CCC.
Amar recounts hitting a ton at nightwatchman.
Oliver Pope discusses the importance of partnership and his views on the season ahead.
Ed Butler shares his thoughts on..
Natalie goes in depth on the changing nature of 'shopping' and what this means for the future.
Tom gives a fantastic talk on investment in innovation and change.
Dr Morgaine Gaye gives some insight into the fascinating world of innovating food products.
All the highlights from the 2018 JM Finn investor Conference.
Gareth discusses his relationship with Zafar Ansari, and offers his new captain some kind words.
Freddie lends some insight on the Trump Presidency
Fred Mahon gives an update on the goings on in the markets.