LIVES
North East London
FAMILY
1 husband, 1 sister, 2 parents
STARTED AT JM FINN
January 2020
HOBBIES AND PASTIMES
Gardening
FAVOURITE HOLIDAY
City break
FAVOURITE FILM
Withnail and I
IF YOU WEREN’T AN FUND MANAGER
Medievalist
FAVOURITE BOOK
Any PG Wodehouse
FAVOURITE RESTAURANT
The Golden Tooth in Newington Green
You have been with JM Finn since 2020 – how has your experience been so far?
My first year at JM Finn was fantastic for meeting people across all parts of the business because I did rotations around various departments including Administration, Research, Compliance and Investment Management. I then joined the multi-asset team. We run a pooled investment service (the Investment Management Service) that has grown considerably from assets under management of £80m when I joined to over £600m today, and we now invest on behalf of 5,000 clients. It has been a busy but exciting time!
Looking back on my seven years here, what strikes me about this company is how perennially positive and friendly everyone is.
As Fund Manager of JM Finn’s Investment Management Service portfolios, how do you ensure you achieve a diversified investment strategy?
Diversification is a key tenet of our multi-asset strategy. Clearly, we are diversified by asset class since the portfolios include equities, bonds and alternative assets. We also ensure we hold a range of direct investments (stocks or bonds), active funds and passive funds – the way we think about diversification varies across each type of investment.
For example, with direct equities we need to consider our exposure by sector, market cap or valuation. For active funds we need to think about diversifying style and avoiding ‘key person risk’. For passive funds, we are particularly focused on considering counterparty risk.
What do you think the remainder of 2026 could have in store for the global investment environment?
It’s easy to be caught up in worrying about risks facing investors. For example, this year we have faced continued war in Ukraine; tariff wars; escalating conflict in the Middle East; volatile energy prices; and another Prime Minister resignation in the UK to name a few! Yet despite this backdrop, markets have delivered strong returns so far, supported by a relatively favourable policy environment and continued corporate profit growth.
Looking forward, one of the key dynamics we are watching is the AI investment cycle. This technology is already transforming how we work and live, but expectations – and valuations in some pockets of the sector – are high. An important question for the remainder of the year is whether the substantial investment in AI can translate into sustainable earnings growth and attractive returns. This is an environment where balance and diversification are particularly important.
