JM Finn news

JM FINN & CO WINS PRESTIGIOUS AWARD 

The award for Best Discretionary Service at the 2016 City of London Wealth Management Awards was presented to JM Finn & Co at a ceremony at The Guildhall.

The City of London Wealth Management Awards, which are unique in that winners are determined by an online public vote, were presented by the BBC’s Sophie Raworth.

Stephen Pinner, MD of Goodacre UK, the company managing the Awards, said: “Winning a City of London Wealth Management Award is significant proof of distinction for the best companies and individuals providing services for private investors. 

The fact that winners are determined by individual votes is a huge endorsement for all winners”. The award was collected by Sarah Soar, Head of Investment Management, who commented: “We’ve always known that we offer a high quality discretionary service, something that was supported by last summer’s client survey results, and to receive public acknowledgement of this is tremendous.”

The purpose of the City of London Wealth Management Awards is to recognise and promote quality of service from Wealth Management companies and individuals. The public online vote took place over a two week period in March 2016 and was reviewed by an independent panel of judges.

 

JM Finn & Co hires two Investment Managers

JM Finn & Co has hired Edward Hagger and Harry Burnham to join the firm as Investment Managers in their London office.

Harry, who joined the firm in May as an Investment Director, was previously at Ashcourt Rowan Asset Management (subsequently acquired by Towry) and prior to that he was an Investment Director at Brewin Dolphin.

Edward Hagger, who joined in March, has spent over 30 years in the investment management industry since graduating from Oxford University in 1984, the majority of which was at Brewin Dolphin.

Commenting on Harry and Edward’s arrival, Sarah Soar, Head of Investment Management said: “We are delighted to have secured these two highly regarded Investment Managers to our team. I know both will be a huge asset to JM Finn & Co.”

Investment Directors named in industry leader’s list

PAM Insight, a leading independent provider of specialist news, analysis and comparative data for the wealth management industry, has released the latest list of the PAM Top 40 Under 40.

This comprises the leading private client investment managers under the age of 40. JM Finn & Co Investment Directors, Simon Tufnell and Charles Ramsay were both named in this year’s list which is drawn up based upon the qualities that the nominees were deemed to have. Contributing factors included the career trajectory, industry feedback and the reputation and performance of the firm, supplemented by PAM Insight’s experience and knowledge of who is rising to the top and why.

Congratulations to both Charles and Simon for being nominated (for the second time in Simon’s case), which we believe is testament to the quality of Investment Manager at JM Finn & Co.

Celebrating 10 years in East Anglia with new office

OfficeThe firm has marked the tenth anniversary of its presence in East Anglia, by developing a new office and merging the Bury St Edmunds team with the Ipswich team.

The new office incorporates the ground floor space at the existing site on Abbeygate Street in Bury St Edmunds and will provide our enlarged staff with a much improved working environment and a first class facility in which to meet clients.

“Bringing together the two teams will provide additional benefits on all levels,” said Brett Bayliss, Head of the East Anglian Branch.

“Our clients will have a hugely improved site in which to meet with us in Bury, and for those clients located in Ipswich, we will retain an office with meeting space. Our Investment Managers will benefit from sharing administrative resources and a wider breadth of intellectual capital to bounce investment ideas off, and in addition, we will be able to provide a more coordinated approach to servicing the flourishing intermediary community across the region. We very much look forward to welcoming clients in the region to our new office.” 

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