Biography
David is an Investment Assistant at JM Finn who joined in 2014 after graduating from the University of Birmingham where he studied Money, Banking, & Finance. He is a member of the Chartered Institute for Securities & Investment holding a level 4 qualification as he finishes his Chartered Wealth Management Masters. David has performed various back and middle office functions before joining Andrew in the front office over 3 years ago. He now takes a primary role in handling the Execution Only business for private and institutional clients as well as organising the firm’s participation in new issues and IPO’s. David is a keen sportsman, previously playing county cricket and football at various levels.
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.
Advances in AI workflow tools have sparked both a sell-off in some professional services company shares, as well as debate around whether or not AI could fully replace them.