JM Finn hires investment manager from Atomos Wealth

Danny Szabo will be responsible for managing client portfolios

Danny Szabo an investment manager at JM Finn


Wealth manager JM Finn has appointed Danny Szabo (pictured) as an investment manager.

He joins from Atomos Wealth, where he managed discretionary assets on behalf of private clients and intermediaries.

Szabo has also previously held roles at Oxford Capital and Evelyn Partners.

Based in the firm’s London office, he will be responsible for managing client portfolios and developing investment strategies aligning with clients financial objectives. Szabo will work closely with Paul Dyas, JM Finn head of investment management.

As of the end of 2022, the UK-based wealth manager had funds under management and administration of £10.2bn on behalf of over 18,500 clients.

The firm has four regional hubs in Bristol, Bury St Edmunds, Winchester and York.

See also: JM Finn unveils regional hub in York


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