Four views: Diversifying the diversifiers
Portfolio Adviser asks four experts to share what they expect will be the most attractive diversifiers for the year ahead
Jm Finn
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‘People ask to speak to the investment manager’: JM Finn’s Langton on gender equality, open dialogue and becoming an advocate
JM Finn’s Laura Langton discusses her unconventional path into investment, her passion for inclusion and the challenges women in the industry still face
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JM Finn appoints Lucy Coutts as head of York office
Andrew Aitken has left the firm after heading up the Yorkshire region since 2016
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JM Finn profits survive 13% drop in funds under management
Net flows into the firm’s discretionary arm halved
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‘Build your knowledge bank’
Mark Powell of JM Finn on the sector’s increasing professionalism, the impact of Consumer Duty and the perennial tussle between income generation and capital growth
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JM Finn hires investment manager from Atomos Wealth
Danny Szabo will be responsible for managing client portfolios
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JM Finn unveils regional hub in York
Yorkshire team relocated from Leeds
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Church House hires client director
Cranley Macfarlane has worked at JM Finn and Tellsons Investors
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JM Finn shakes up investment management team
Following the retirement of Brett Bayliss
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EQ promotes Kasim Zafar to CIO
While Louise McLean joins as investment operations head
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Ex-JM Finn chair joins Church House Investments
James Edgedale was due to become joint chair at Vermeer Partners last July but did not take up the role
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JM Finn London HQ move weighs on profits
As AUM hits £11.7bn in 2021