Date office opened: 2002
Assets under management: £545 million
Number in team: 14
Office clients: 1046
Average portfolio size: £520k
Top three fund picks:
First State Asia Pacific
Q&A with Andrew Aitken, head of Yorkshire office, JM Finn, Leeds:
What is your typical client demographic?
We have a wide range of clients, including successful families, charities and trusts. The common thread is that they all want direct access to their investment manager.
What differentiates your region?
We are a large geographical area made of many separate communities, each with their own unique identity. More than other regions, I think this creates a diverse mix of entrepreneurial businesses and also challenges us when working with clients from across the region. However, we are fortunate at JM Finn to have a fantastic IT team allowing our investment managers to work from anywhere.
What challenges are facing your area?
A history of under-investment in infrastructure.
What’s the best thing about living in your area?
The countryside, the vibrancy and diversity of our cities and the economic success.
What’s a typical regional saying?
There are many well-known Yorkshire sayings, most of which don’t reflect the region today. I’d say “Welcome to Yorkshire”.
Are you bullish or bearish?
Asset allocation of a typical balanced portfolio:
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