JM Finn hires for financial adviser channel

by | Oct 15, 2019

Share this article

Facebook Open Graph

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.

Share this article

Related articles

IFAM 127 | Not if, but when | April 2024

IFAM 127 | Not if, but when | April 2024

Not if, but when… Spring finally seems to have arrived! Since our last edition, we have had the Spring Budget and the Bank of England (BoE) rate announcement to name but a few important landmarks. This has kept us, like all of you I am sure, quite busy over the last...

Sign up to the IFA Magazine Newsletter

Trending articles

IFA Talk logo

IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.

IFA Talk Podcast - listen to the latest episode

x