Powell (pictured), who previously worked as a sales manager at Legal & General Investment Management, is responsible for the distribution of JM Finn’s discretionary portfolio management services to financial advisers.
The award-winning investment manager, with nearly £10bn under management and advice, specialises in managing discretionary portfolios which are offered across a range of vehicles designed to offer solutions for a variety of different client types.
Powell commented: “I am excited to join a firm that has such a strong pedigree when it comes to managing discretionary portfolios, but also a compelling range of solutions for advisers.”
The JM Finn multi-asset portfolios are currently available on Transact and will soon be available across other platforms, whilst mandates are currently managed for advisers looking for the wholesale outsourcing of their portfolio management via the Tailored Platform Solution on Ascentric, Transact, 7IM and Praemium.
The firm will be holding a seminar for financial advisers at the Oval in London on the 23rd October covering topics such as pension nominees and benefits, IHT solutions and cyber security for business owners.
