JM Finn & Co, a UK-based investment manager specialising in private client services, has hired Anna Murdock as its head of wealth planning.
In her new role, Murdock will be responsible for establishing and building a team to develop an internal wealth planning function with the primary aim of providing support for JM Finn’s existing clients.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Murdock joined JM Finn from UBS Wealth Management, where she worked for seven years and was most recently head of financial advisory for the UK. She also served as a financial planning consultant at the firm.
JM Finn head of investment management Sarah Soar, said: "Anna’s leadership experience, technical knowledge and commercial focus will be invaluable to us as we look to develop wealth planning as part of our client proposition.
"We are excited to welcome her to our team as this is a significant development which will enhance our ability to continue providing a high quality client service."
JM Finn & Co manages £7.9bn of funds under management and administration on behalf of more than 15,000 clients.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
