Corporate Vision Issue 1 2021

Sep20635 primarily dealing in discretionary portfolio management. However, the firm’s philosophy of stability and its ethos of investing to match an individual’s investment goals remains as central to JM Finn as it did in 1946. JM Finn’s drive to meet the unique demands of its investors through its personal approach to wealth management has therefore made the firm a premier choice for private investors at any stage of life. Whether they are just starting their journey as an investor and looking to create long term growth, or seeking to maximise a legacy for the next generation, JM Finn’s award-winning services offer tailored and comprehensive solutions. For professional financial advisors, JM Finn again seeks to provide flexible, effective solutions, working in productive partnership with their clients to support their propositions. From managing Multi-Asset Portfolios to protecting the wealth of their clients, JM Finn is able to work in harmony with its clients existing business models to achieve the best possible outcomes. The firm’s capacity for integrating wealth planning expertise with a long heritage of investment management has established JM Finn as an inimitable leader of its industry. Accordingly, the JM Finn team has been recognised with a myriad of awards and honours over the years, both as a firm and as individuals. This year, former CEO of the firm Steven Sussman is able to add Corporate Vision: Most Influential Wealth Management Business Leader 2020 – UK to the list, as a wonderful tribute to his five momentous years at the head of the firm. Steven has been with JM Finn since 1997 when he started as Managing Partner and will continue to play a vital role in the firm as non-executive Chairman from the beginning of 2021. He is replaced by Hugo Bedford, who is ready to lead JM Finn into another seventy-five years and more of successful services in wealth and investment management. Company: JM Finn Website: www.jmfinn.com Influential Leadership JM Finn is a well-established provider of investment and wealth planning services for individuals and advisers that has understood the importance of stability since its foundation in 1946. With origins rooted in private client broking, JM Finn has evolved and diversified over the past seventy-five years. What has not changed, however, is its ethos of investing to match their client’s individual investment goals. As former CEO Steven Sussman takes on the role of non-executive Chairman in 2021, we take a closer look at his historic yet forward- thinking company. JM Finn is a leading UK investment management firm that offers high-quality, personalised service designed to guide private and professional investors through the ever evolving and complex world of investment to achieve their unique ambitions and financial goals. A leading wealth management firm that has been established for almost three-quarters of a century, JM Finn is able to draw on traditional values in client service to offer personalised, well- informed investment advice and services, setting them apart in an industry that is becoming increasingly process-driven. Focusing primarily on discretionary portfolio management, JM Finn appoints an investment manager as primary point of contact for all private and professional clients, offering them a level of personal service that facilitates flexibility in managing their unique portfolios. Many of JM Finn’s clients have long term goals such as preserving capital for future generations, providing an income for retirement, or simply saving for a lifetime ambition, yet circumstances change, as JM Finn well knows. The firm of trusted advisors are able to offer informed advice and guidance on how to make investment portfolios work best for clients and their families. In 2019, JM Finn carried out a survey of a sample of its discretionary clients and compiled its feedback in a Client Service Excellence report that outlined the firm’s market-leading attributes and performance indicators. The survey found that 98% of clients trusted the firm and their personal investment manager, 95% were satisfied with the communication they had with the firm, and 96% have trust and confidence in JM Finn as a firm. The positive feedback is testament to the firm’s lifetime of building success on a foundation of relationships and trust, having managed over 18,500 accounts, many of which are for families who have trusted JM Finn with their investment portfolios for several generations. Since the firm was founded in 1946 by its namesake, the former commodities broker, John M Finn Esq., stability has been the priority. With its roots firmly established in private client broking, a great deal has changed at JM Finn, including its shift in focus to