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.
Outside of work, Adam enjoys spending time with his family and when time allows, anything sport related
Adam Dawe is based in our Winchester office
4 Walcote Place
High Street, Winchester
(For parking, please use SO23 8SZ)
Brian Tora discusses the evolution from a tradition of selling investments over the summer months, to the ‘always on’ investing culture we have today.
As risks are still ever-present in the market, Charles Bathurst-Norman reminds investors of the importance of staying focused on quality.