LIVES
Colliers Wood, SW London
FAMILY
Recently married
STARTED AT JM FINN
2014
HOBBIES AND PASTIMES
Long distance events – not good for the hips and knees
FAVOURITE HOLIDAY
Skiing, and everything that goes with it
FAVOURITE FILM
The Intouchables
IF YOU WEREN’T AN INVESTMENT MANAGER
The job of a sports analyst sounds fascinating
FAVOURITE SPORTING MOMENT
2005 Ashes at Edgbaston
PREFERRED MUSIC
Acoustic-Folk
FAVOURITE BOOK
Antifragile: Things That Gain from Disorder by Nassim Taleb
How has your career developed since you’ve been at JM Finn?
I started out on the Trade Support team in 2014 placing unit trust orders and FX trades. I quickly moved into the Research function covering UK and International equities where I completed my CFA qualification. And since then, I’ve been running our centralised multi-asset funds which are now part of the Investment Management Service.
Learning about different roles in the business and the industry has definitely helped to give a rounded understanding of the challenges that each area faces.
As Co-Fund Manager of JM Finn’s Investment Management Service, could you explain its key benefits?
The Investment Management Service is a pooled offering which allows investors of all sizes to benefit from a diversified, cost-effective, one-stop-shop portfolio with differing levels of risk available. The funds invest in equities, fixed income, diversifiers and cash through a clear and robust process supported by our Investment Office.
Through the Investment Management Service, clients benefit from a dedicated Investment Manager, full portfolio look-through, our online portal and app and access to our wealth planning team.
What do you think the rest of 2025 may hold for investors?
Markets have been volatile so far in 2025 and further volatility looks set to be a theme for the rest of the year. Whilst challenging, choppy markets can provide opportunities to generate active returns which we see as a positive dynamic.
We think the macroeconomic environment is oscillating between being reflationary and stagflationary – the common denominator in both of those is consistent inflation. Protecting and growing capital against this remains a key theme that we are building portfolios and allocations around.
What are your top three goals?
- In work to be disciplined, to learn and to always get better.
- In relationships to be kind, to be empathetic and to be positive.
- In life to have fun and to enjoy the ride!
