JM Finn & Co – Discretionary Investment Management – September 2011

Discretionary investment services for professional advisers and their clients

• JM Finn & Co was founded in 1945 and is one of the UK’s leading investment management companies
• Employ 280 staff across offices in London, Bristol, Leeds, Bury St Edmunds, Ipswich and Cardiff
• As at April 2011 £6.3bn funds under management or administration
• A comprehensive service for private clients, trusts, charities and pension funds
• Portfolio construction across a range of securities, including regulated collectives, ETFs and direct equities/ fixed interest
• Tailored Platform Solution (TPS) aimed at IFAs looking to outsource their investment management via wrap platform

Investment ethos

• Investment decisions must be driven by the requirements of the client, supported by the convictions of the Investment Manager
• Client portfolios managed on the basis of their:
• Investment objectives
• Risk appetite
• Investment restrictions
• Cash requirements
• Tax considerations
• Other special instructions

Range of services

• Discretionary investment management
• Portfolio advisory service
• Individual Savings Accounts (ISAs)
• Pension investment management
• Trust investment management
• Charity investment management
• Investment funds
• Probates
• Cash management
• Nominees
• Online access to view portfolio / holdings

Important Information

This material is for information purpouses only and is not intented as an offer or solicitation with respect to the purchase or sale of any security. Asset.tv and its associates accept no liability for any loss arising from the use hereof nor make any representation as thier accuracy or completeness.

For professional investors only.
Not to be circulated to private investors.