Biography
Adam joined JM Finn in 2022, previously working at Fidelity International where he helped individuals and families manage their wealth. Adam qualified as a Chartered Wealth Manager in 2018 and has over a decade’s worth of private wealth client experience obtained within various investment management roles, including a spell working in Zurich, Switzerland looking after the financial affairs of expatriates.
Alongside his daily priority of managing investment portfolios for private clients and trustees, he is a member of the firm’s Collective Investments Committee, focusing on Global Collectives.
Adam Dawe is based in our Winchester office
JM Finn
Regency House
13 St Clement Street
Winchester
SO23 9HH
The question of possible measures to increase the UK’s energy independence has come back into the spotlight amid this week’s events in the Middle East.
Head of Investment Office Jon Cunliffe covers what the US involvement in the Israel-Iran conflict could mean.
Optimistic outlook for the UK, Eurozone and Asia as US exceptionalism dwindling, writes Head of Investment Office Jon Cunliffe.