Who we are
JM Finn & Co is a specialist investment management firm that seeks to meet the individual demands of today’s private investors and their advisers by offering a tailored approach to portfolio management.
Designed to help guide our clients through the increasingly complex investment world, our personalised approach draws on both traditional and contemporary client service values to suit our different clients’ requirements.
Since our foundation as a partnership in 1945, we have understood the need for stability when it comes to gaining trust from our clients. This was instrumental when looking at the long term requirements of our clients and in 2011, Delen Investments acquired 73% of the business, which was increased to 80% in 2016, with the remainder being held by staff. Delen Investments is part of the Ackermans & van Haaren group, an investment company listed on the BEL-20.
With over £8.3bn of funds under management and administration managed by more than 90 investment managers, we are trusted by over 15,000 clients to manage investment portfolios; often across families who have had investments overseen by JM Finn & Co for several generations.
The firm is headquartered in London and has five regional offices around the UK in Bristol, Leeds, Bury St Edmunds and Cardiff.
(Figures as at 31/12/16).
What we do
By placing our investment managers as the primary contact point in any relationship, we ensure portfolios are built to suit individual client investment requirements and allow for flexibility as and when those requirements change.
Clients of JM Finn & Co can expect a long term, often face-to-face relationship managed by an experienced investment professional who, through regular contact, knows that listening to clients is crucial to meeting a client’s expectations.
Typically, our clients are looking to invest for the long term and see JM Finn & Co as a trusted provider of sound investment management. With a rich history of managing family investments, we understand the need to tailor our services to suit investors’ differing needs across multiple generations via a generally conservative approach to investing, which typically sees us seeking returns over multiple market cycles as opposed to targeting quick gains.
Thanks to our tailored approach, the core discretionary portfolio management service can be suitable for private clients, charities and trusts across a wide range of investment vehicles, including ISAs, Pensions, Trusts and Bonds.