Hugo is Chief Executive and a board member of JM Finn.
With 30 years of investment industry experience Hugo has worked in Private Client Investment Management all his working life, starting his career at James Capel back in 1992. He is a chartered member of the Chartered Institute for Securities & Investment having achieved the Securities Institute Diploma with papers on institutional investment advice, private client investment advice and regulation & compliance.
He joined JM Finn in 2006 from HSBC where he ran the High Net Worth Desk in the Investment Management Division. Prior to taking up the CEO role at JM Finn in 2021, he looked after over £460 million of client assets and had oversight for sixteen investment managers with total assets under management and administration of over £3 billion. He was recommended in The Spear's 500 2019 & 2020 editions and named ‘Outstanding in Field’ in the former and a “distinguished individual” in the latter.
He holds a 2:1 degree in Economics and Politics from Durham University. Married to Charlotte, they have twin boys and a daughter and live in North Hampshire. He is an avid fisherman, enjoys walking and has recently taken up open water swimming. He also plays cricket and still turns out for JM Finn’s Stockbroker Cup eleven as well as his local village side.
After a difficult year for investors in 2022, it has been an encouraging start to 2023 for the UK economy and stock market as a whole.
Following the previous Chancellor’s mini-budget in September, confidence in the UK fell dramatically driving the UK market to a low for the year.
In the commentary that accompanied the periodic statements at the end of the second quarter, we suggested that some of the difficult economic conditions may already be priced in to stock markets.