Investment manager JM Finn & Co has launched an outsourcing discretionary management service for advisers.
The offering for intermediaries will be led by Mike Mount and Martin Berkeley and run from the firm's new office in Cardiff. JM Finn & Co will work with the advisers to help construct portfolios based around their needs and offer access to a range of investments. "Through the Cardiff office we are looking to bring our expertise in client-focused discretionary portfolio construction to professional intermediaries across the UK," says director of intermediary sales Mike Mount. JM Finn & Co says the new offering - which marks an expansion of the firm's traditional focus on private client...
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