Our insights

Prospects

Winter Issue Twenty Five

In this issue

We are delighted to announce that JM Finn’s core discretionary portfolio service has been recognised as having achieved a Gold Standard.

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.…

Watch the full interview with FreddieLivesBalham, LondonFamilyMarriedEducationUniversity of Edinburgh (Mathematics) and Ampleforth CollegeStarted at JM Finn2011Favourite statisticIf there are 23…

In addition to the Gold Standard, we are extremely proud that our Wealth Planning service has been included in the 2018 thewealthnet Top Financial Planning Companies, despite only commencing wealth…

The charter requires action on behalf of the signatories, the most notable being that the firm’s senior executive team must agree published goals and be held accountable for them. Our goals, published…

Simon Wong looks at instances where Capital Gains Tax (CGT) or Inheritance Tax (IHT) can be reduced or mitigated on death, and instances where IHT is not reduced or mitigated.Capital Gains Tax (CGT)…

Young entrepreneurs Tim Connor (30) and Francesca Armstrong (29) have various business interests across the US, Europe & Asia and they advise SMEs & Governments. Here they explain some of the…

In this article, Kiran Vasudeva, and Wesleigh Kirby of solicitors New Quadrant Partners Ltd examine the process by which an inheritance can be redirected following someone’s death.Executing a deed of…

With an increasing importance being placed on healthcare globally, along with a growing and ageing population, few industries offer such large market opportunities. Few however, have such high…

Take technology as an example. The largest companies in the world are now the technology giants that play an ever increasing role in our daily lives. The impact that technology has upon economic…

The answer boils down to a fear of inaction. Firstly, if your life’s work is goalkeeping, you probably won’t admit to yourself that all you have to do is stand still: you’ll want to do something.…

The starting point here is how we Brexit. The majority of MPs voted Remain in the 2016 referendum. I am also told that since the referendum a sufficient number of leave-inclined older voters have died…

Surrey CCC is the largest county club in the country with commercial relationships and outputs that match some of the biggest football clubs (helped by key partners such as JM Finn), and is the envy…

At the risk of events moving too fast for this publication to keep up, and our readers being brexited-out, we asked journalist, political commentator and former President of YouGov, Peter Kellner to…

The first of his McKinsey Awards was for "How Competitive Forces Shape Strategy" in which he highlights his five forces that identify how competitive and potentially attractive an industry is. Once…

By my calculations that means viewers have spent at least 31,000 days hearing Donald Trump talk about the East Asian powerhouse. With these numbers in mind, YouTube watching economists would be…

It is with this caveat that we asked a renowned political commentator and former chairman of YouGov to give us his predictions for which he has outlined six different scenarios and the chances of each…

Equity prospects

01.

Unilever is a global consumer goods company whose vast portfolio of products operate within four broad segments: Personal Care, Foods, Refreshment and Home Care. Brands you might recognise include…

02.

When you think of Microsoft you typically think of its Windows operating system. This is however only a small part of its diversified technology empire.

03.

RELX, or until recently Reed Elsevier, is a world-renowned information provider to specialist professional sectors.

04.

As with all the oil services sector, Hunting shares sold off significantly on the back of weakness in the oil price.