3 April 2018

Investment manager included in Top 30 under 30

Fred Mahon, fund manager of JM Finn’s Coleman Street Investment Service has been included in the Citywire Wealth Manager’s Top 30 under 30 rising stars in wealth management.

Citywire is a financial publishing and information group, which specialises in monitoring the performance of fund managers and runs this annual search for the up and coming talent across the industry.

To be part of the list is recognition of the success that Fred has had in managing the three CSI portfolios as well as his academic achievements in passing the CFA.  Fred’s profile can be viewed here and some of his investment insights are available here.

Theo Wyld, CFA a research analyst at JM Finn was also included in the list which underlines the strength and depth of our younger investment professionals.

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For the second year in a row, JM Finn has been awarded the Wealth Management Firm of the Year by MoneyAge.

JM Finn is proud to have been shortlisted in this year’s Wealth Management Awards from the Good Money Guide.

JM Finn’s publication, entitled Wealth Across the Generations, won an award at the annual CityWealth Brand Management and Reputation Awards.