6 October 2020

Wealth report wins marketing awards

JM Finn’s publication, entitled Wealth Across the Generations, won an award at the annual CityWealth Brand Management and Reputation Awards.

The publication, designed to help investors of all ages identify and manage their financial challenges, won Bronze in the category for Corporate Thought Leadership.  The company also scooped the bronze award in the category for Best Overall Marketing Campaign, the bedrock for which was also the Wealth Across the Generations report.

The report, an 88-page guide to dealing with the different wealth issues that exist for the different generations, also contains articles that look into why different generations have differing attitudes, including an article from a childcare author which looks at the changing attitudes of parenting over the last 150 years.  Another, sees a financial journalist identify what she wished she had told her younger self, when it came to money.

With tips and case studies, the aim was to cut thorough much of the jargon and guide readers towards looking at the basics when it comes to planning for your future.  The campaign includes a digital version with a landing page, which allows visitors to input their date of birth taking them straight to the chapter relevant to their generation, as well as a range of videos put out across all the firm’s social media channels.

The report can be viewed at https://www.jmfinn.com/wealth-across-generations


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For the second year in a row, JM Finn has been awarded the Wealth Management Firm of the Year by MoneyAge.

JM Finn is proud to have been shortlisted in this year’s Wealth Management Awards from the Good Money Guide.

JM Finn is proud to have two investment managers included in the shortlist For CityWealth’s Future Leaders Awards.