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J. M. Finn & Co. Ltd

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J. M. Finn & Co. Ltd

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Our charity team provides a traditional yet dynamic and flexible approach, an investment approach designed to reflect your charity’s needs. Our independence gives us the freedom to choose where we obtain our research.
We take time to assess the charity’s investment requirements and formulate a portfolio to meet the criteria set out in the investment mandate provided. Your investment strategy will differ depending on your charity’s underlying requirements and we aim to fulfill these requirements through a well-diversified portfolio. Our bottom-up stock selection process is fuelled by ideas from over 100 investment professionals.
We understand your charity’s investment mandate can change over time and we have the flexibility to respond to trustees’ demands and modify portfolios accordingly. You have direct access to the investment manager responsible for making decisions on your portfolio, essential to a successful long-term relationship. We will attend quarterly review meetings to report on progress. Your portfolio can be viewed online at any time.
As always, please remember that the value of investments as well as income derived from them can fall as well as rise and you may not get back the value of your original investment.

Overview:

Founded as a partnership in 1945 and incorporated as a private limited company in 2006, we have further accelerated our growth in 2011 by partnering with Belgian investment group Ackermans & van Haaren (AvH) through its wealth management affiliate Delen Investments. AvH is listed in Belgium and is a constituent of the BEL 20 index, the Private Equity NXT index of Euronext Brussels and the European DJ Stoxx600.

JM Finn & Co has offices in London, Bristol, Leeds, Bury St Edmunds, Ipswich and Cardiff as well as global links to all the major financial centres.

We are able to offer a level of service which is both flexible and objective – tailored to your individual investment requirements and not determined by the need to sell standard products. We adapt our services to suit our clients, not the other way around, and we aim to hold fast to the traditional values on which the firm was built.

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