From our early days as a stockbroker we have listened to our clients’ needs. Now as a full-service wealth management firm we have evolved to serve many generations of investors, in line with their individual wealth requirements.
Managing your clients’ investments
Portfolio management services
Meeting your clients’ needs
Our award-winning portfolio management services are designed to help our clients fulfil their financial ambitions.
With investment management services on a discretionary and advisory basis, our investment expertise is tailored to meet each individual client’s goals.
Flexible investment management
Award-winning investment services
- Dedicated investment manager
- Discretionary portfolio management
- Advisory portfolio management
- Unitised multi-asset portfolios
What our clients say
The combination of good independent financial advice and investment advice is invaluable. Most firms really only offer one or the other.
Your investment partner
Our investment services can help your clients realise their goals
Christmas week hardly got off to a promising start for our stock market, but a modest recovery saw much of the damage repaired, though sentiment remained fragile.
JM Finn hosted a virtual conference in December, bringing together some experts to share their insights.