Biography
Mark is an Investment Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment. Mark joined JM Finn in 2011 and achieved the CISI Diploma in Wealth Management in 2014. Mark now manages a wide range of portfolios for private clients, trusts, companies, personal pensions and charities. He also oversees the Infrastructure and Renewables sector within the firm’s collective investment monitoring process.
Outside of work, Mark is a keen sportsman and enjoys playing football, golf, skiing and spending time on the water, water-skiing and kitesurfing. Mark is also in the process of obtaining a helicopter licence.
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.