JM Finn is one of the UK’s leading investment management companies with over £9billion of client assets. We work with a number of charities and not for profit organisations who make an essential contribution to public life and their investments are often the cornerstones of the success of the charitable body.
Managing portfolios for charities
Putting our expertise to work
Award winning services
Our focus on a high quality service along with a deep understanding of the charity’s investment requirements, has engendered 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.
Our investment services appeal to many charities thanks to our focus on our clients. We know that charities and their trustees often place the level of service they receive above all else and our long term experience in managing charity investments, coupled with our investment expertise, has seen us become a growing force across the charity investment world.
With both bespoke and a unitised, or pooled, approach to investing our flexibility helped us win the coveted annual COLWMA award for Best Investment Team for Charities, 2020.
How can we help trustees?
Charities and not for profit organisations make an essential contribution to public life and their investments are often the cornerstones of the success of the charitable body. This, alongside a trustee’s personal responsibility, is why many charities want an investment approach that is both robust and repeatable, whilst being treated as an individual.
We build portfolios tailored to the charity’s specific requirements. Expanding on our private client heritage, we adopt a comprehensive, but flexible, approach to managing charitable assets via a highly consultative process; this helps us achieve a charity’s investment objectives.
For smaller charities, or those that prefer a pooled investment service, we offer three portfolios that are objective-led that draw on our broad range of in-house investment expertise.
Head of Charities, Mark Powell reviews the infrastructure sector as an asset class, which the JM Finn charities team have been increasing exposure to over the last ten years, as they sought to…
One of the most discussed themes recently has been the impact of the coronavirus on dividends, with nearly £20 billion of upcoming payments in the UK cancelled.
What our clients say
I'm particularly satisfied with the thoroughness in which they deal with their admin, accounting and client relationship
Communication is key to a good relationship
Focusing on a trustee’s needs and remembering that not all are professional investors has been key to our success in the past.