Our insights


Spring Issue Thirty

In this issue

Michael Bray explores how the rise of plant-based food and beverages across the meat and dairy substitute markets is impacting the industry.

The updating of Wills, (or for so many of us, the drafting of Wills for the first time…), is likely to be a key item on the agenda of many a New Years’ Resolution list.

Adrian Locke, Senior Curator at the Royal Academy is often presented with a range of challenges when putting on an exhibition. None more so than curating Oceania.

In a departure from the norm, as opposed to asking a third party fund manager to give us their current view of the market, we asked Freddie Woodhead, who is the sector specialist for Asia and Emerging…

I used to joke that I can tell which country an investor lives in and which industry she works in just by looking at her portfolio.

Understanding Finance

There are many models to choose from when valuing a company and your choice depends on the company as well as what your aims are.

We met the companies below and you can learn more on any of these by contacting the person at JM Finn with whom you usually deal.

Just how big a threat is the Coronavirus to the health of the global economy?

Art has always been at the centre of my life for as long as I can remember.

You may have read about the way that the USA’s Federal Reserve Bank (“Fed”) has been active in the New York repo market. This article explains what is going on.

Providing personalised investment and wealth management services requires a good deal of communication and whilst formal client meetings are an integral aspect of our services, being able to meet our…

Are you thinking about making gifts or loans to your children to help them on the property ladder?

As part of our focus on providing a high quality, personalised investment service, we look to support our investment managers in their decision making when it comes to constructing client portfolios.

Alphabet is the holding company created by Google in 2015 to provide investors more transparency into Google’s operations and give Google’s earlier stage companies, ‘Other Bets’, greater space to…

It’s never been more important to start investing early. And this is particularly important if you’re a young woman as you don’t want to have regrets as you get older.

We will of course find out more about the government’s spending plans during the budget.

Equity prospects


There is not a more formidable e-commerce business than Amazon.


Tobacco companies have historically shown themselves capable of withstanding everything regulators have thrown at them.


Disney makes and sells films as well as running its Parks & Resorts division.


Big Yellow is a UK listed Real Estate Investment Trust (REIT) and a constituent of the FTSE 250 Index.

Spring Issue Thirty