JM Finn hosted clients and guests for its 2026 Spring Investor Conference at The Kia Oval, with a packed programme of content from our investment and wealth planning experts, as well as external speakers from JP Morgan, Polar Capital and global media agency SEC Newgate.
A summary of the speakers and topics is below, please click the links at the bottom to watch the video recording, or to download the full conference presentation slides.
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Jon Cunliffe, Head of Investment Office opened with a look at the global economy and markets, emphasising why investors should cut through geopolitical headlines to focus on the real drivers of financial markets;
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Samir Shah, Senior Research Analyst (Collectives) spoke about JM Finn’s fund research capabilities;
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JP Morgan Portfolio Manager Sam Witherow discussed energy, global supply chains and AI;
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Fraser Raleigh and Dan Doherty, (Global Chair of Corporate Affairs) at SEC Newgate offered their perspectives on the UK-US special relationship, and whether it remains intact in the Trump 2.0 era;
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Charles Barrow, Wealth Planner looked at efficient strategies for intergenerational wealth transfer;
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James Godrich, Fund Manager and Lucy Coutts, Investment Director connected the day’s themes back to strategies for managing JM Finn’s Investment Management Service portfolios;
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Ben Rogoff, Partner at Polar Capital Technology covered investment in AI and technology disruptors.
Click the videos below to watch the full conference:
To find out how JM Finn could help you invest or meet your wealth planning challenges, please get in touch using the contact form or by emailing marketing@jmfinn.com
JM Finn Spring Investor Conference 2026
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