JM Finn wins DFM mandate with new service
From News Feb 20 2012 BY: Esther Armstrong
, Senior Reporter
, Portfolio Adviser
JM Finn & Co has won a mandate with Brunel Capital Partners to provide its clients with discretionary investment management services via a wrap platform.
The Bristol-based financial planning practice was established in September 2011 and will use JM Finn's Tailored Platform Solution (TPS) as a DFM service.
Recently JM Finn announced its TPS would be available on the Ascentric wrap platform for advisers looking to outsource investment decisions.
On the partnership with Brunel, Mike Mount, director of intermediary sales and head of JM Finn & Co's Cardiff office, said: "It is a real endorsement of our tailored platform solution approach. As JM Finn & Co has no financial planning arm there is no conflict of interest.
"Brunel's advisers will focus on the client relationship and financial planning and JM Finn & Co will focus on our specialism of delivering discretionary portfolio management and underlying fund selection across both the passive and active universe."