JM Finn Spring Investor Conference

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 link at the bottom to access the full conference presentation slides.  

• 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; 

• Samir Shah, Senior Research Analyst (Collectives) spoke about JM Finn’s fund research capabilities; 

• JP Morgan Portfolio Manager Sam Witherow discussed energy, global supply chains and AI; 

• 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; 

• Charles Barrow, Wealth Planner looked at efficient strategies for intergenerational wealth transfer; 

• 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;  

• Ben Rogoff, Partner at Polar Capital Technology covered investment in AI and technology disruptors.