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 latest market update video with Fund Manager James Godrich and Head of Investment Office Jon Cunliffe.
As the UK’s debt-to-GDP ratio reaches the highest level since the 1960s, UK gilt yields will give an indication of whether markets have confidence in this week’s spending review.
Periods of volatility are often the price paid for long-term compounded returns, writes Investment Director Andrew Mann.