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.
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