People Moves

JM Finn Adds To Cardiff Team With Brewin Dolphin Hire

Josh O'Neill, Reporter, 2 November 2016

articleimage

The London-headquartered investment manager has boosted its private client capabilities in Wales.

JM Finn & Co has appointed Gavin Budd as a senior investment manager in its Cardiff office.

Budd joins from Brewin Dolphin’s Bristol office, where he managed discretionary portfolios on behalf of private clients, trusts and charities.

Prior to his role at Brewin Dolphin, he held a senior investment management position at Barclays Wealth and Investment Management in Bristol. 

“We welcome Gavin to our team and are particularly pleased that someone of his calibre and industry experience has chosen to join JM Finn & Co,” said Sarah Soar, head of investment management at JM Finn & Co.

This publication is awaiting confirmation as to whether Budd is taking on a newly-created role or replacing someone at the firm.

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes