The Finance Monthly M&A Awards 2021

- 52 - F i nance Month l y M&A Awards 2021 - UNITED KINGDOM - Firm Profile JM Finn’s focus on delivering a highly personalised wealth management service for high net worth clients has been in evidence since our foundation in 1946. Our founder John Finn, a successful commodities broker, had the foresight to predict the collapse of the commodities market following the end of the Second World War and recognised that company ownership as an investor would likely become more widespread. Based on this he bought a stockbroking firm with roots dating back to the 19th Century and instilled in the firm a legacy of client service, trust and foresight. These traits are still integral to the business and have been instrumental in shaping the wealth management service we offer our clients today and go some way to explaining the exceptional client satisfaction we achieve. With over 100 investment professionals, JM Finn looks after over £9 billion of funds under management and administration on behalf of over 18,500 clients (as at 30 June 2020). By resolutely maintaining the dual role of investment manager and client relationship manager, as opposed to centralising the investment Wealth Management Advisory Firm of the Year JM Finn CONTACT Oliver Tregoning, T: 02032073473; E: W:

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