Wealth manager JM Finn wins two awards at Magic Circle evening

JM Finn named in the Private Client Asset Manager of the Year category

by Katie Deacon

Senior Marketing Executive

The winning streak continues as JM Finn collected silver at the Magic Circle Awards in the Private Client Asset Manager of the Year category.

Organised by CityWealth, the Magic Circle Awards have, for over 16 years, been attracting the leading professionals from the top firms, recognising the achievements of the industry during the past year.

Attended by 400+ professionals from over 140 organisations, attendees included leading law firms, trust companies, family offices, tax advisers and investment managers.

Following a submission process, the awards are then judged by a panel of private wealth advisors. An online public voting opens once the shortlist is announced to garner support from peers which counts for ten percent of the vote.

We were also thrilled that Will Smyth-Osbourne won silver in the Tomorrow Club Award.  This is a networking club for young wealth management professionals which Will has been using to good effect to meet fellow private client advisers and enhance his professional network.

Bespoke Discretionary Portfolio Management

Discretionary Portfolio Management

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.

Related articles

Hot on the heels of the Jubilee celebration, JM Finn were delighted to host a lunch to celebrate and promote the Queen’s Award for Enterprise.

JM Finn win Client Service Quality - High Net Worth category at PAM awards

Lucy Coutts and Isabel Kwok, have been recommended in the Women in Investment Awards.