Success at the COLWMA 2020

JM Finn scooped three awards at the annual City of London Wealth Management Awards including the prestigious Best Investment Team for Charities.

The City of London Wealth Management Awards have established themselves as one of the leading industry awards thanks to the judging process which includes a public vote. The awards are to recognise, promote and celebrate quality of service from Wealth Management companies and individuals across the country.

Winners are determined by an online, public vote that takes place over a two-week period. The poll is then reviewed by an independent panel of judges.

JM Finn is delighted to have their expertise in managing investment portfolios for charities recognised.  We have long focussed on offering a high quality service along with a deep understanding of the charity’s investment requirements, typically for charities with less than £10 million in reserves.  The personal service offered has helped engender long-term relationships across a wide range of charities throughout the UK, including Livery, Educational, Religious, Children’s, Military, Hospice, Housing, Health, Disability, and Animal as well as grant making charities.

JM Finn were presented with two other awards on the night at a gala dinner at the Guildhall in London by broadcaster Natasha Kaplinsky: Jon Cosson won the award for Best Cyber Security Awareness Initiatives and Oliver Tregoning was named Best Marketing Specialist.

To learn more about the services JM Finn offers charities, click here.

Understanding Finance

Helping clients understand what we do is key to building relationships. To explain some of the industry jargon that creeps into our world, we’ve pulled together a section of our site to help.

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