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JM Finn
www.jmfinn.com/

JM Finn is a leading wealth management firm offering a comprehensive wealth planning and investment management solution to cultivate and protect your clients’ wealth. We pride ourselves on our personalised approach, which has seen us crowned winner of the PAM 2025 HNW Total Wealth Planning Award. Get in touch to find out how we can add value to your client service.

Contact First Name Andrew
Contact Last Name Cumming
Email Contact 1 info@jmfinn.com
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Lead Sponsor

Coutts

eprivateclient Excellence Awards 2026

Coutts
www.coutts.com/

Coutts is a wealth manager and private bank with three centuries of experience, providing customised solutions for its clients. These include discretionary and advisory investment management services as well as advice on philanthropy, family businesses, succession planning and commercial banking services to corporate clients.  Headquartered in London, Coutts is part of NatWest’s wealth businesses.

For further information please visit www.Coutts.com

Our Sponsors

Coutts
Hottinger
James Hambro & Partners
JM Finn
Navera Investment Management
OMBA Advisory and Investments
Risk Assured
W1M

eprivateclient Excellence Awards 2026

Coutts
www.coutts.com/

Coutts is a wealth manager and private bank with three centuries of experience, providing customised solutions for its clients. These include discretionary and advisory investment management services as well as advice on philanthropy, family businesses, succession planning and commercial banking services to corporate clients.  Headquartered in London, Coutts is part of NatWest’s wealth businesses.

For further information please visit www.Coutts.com

eprivateclient Excellence Awards 2026

Hottinger

eprivateclient Excellence Awards 2026

James Hambro & Partners
www.jameshambro.com/

James Hambro & Partners LLP (JH&P) is an independently-owned wealth management group providing tailored investment management and financial planning services for UK and international private clients, trusts, charities and professional advisers.

Since our inception, we have committed to building a wealth business that will serve our clients for generations. From the way we have structured our business, to our sustainable growth investment philosophy and our multi-generational planning ethos, we have designed every element of our operation to ensure it is fully aligned with the requirements of our clients and those of generations to come.

eprivateclient Excellence Awards 2026

JM Finn
www.jmfinn.com/

JM Finn is a leading wealth management firm offering a comprehensive wealth planning and investment management solution to cultivate and protect your clients’ wealth. We pride ourselves on our personalised approach, which has seen us crowned winner of the PAM 2025 HNW Total Wealth Planning Award. Get in touch to find out how we can add value to your client service.

eprivateclient Excellence Awards 2026

Navera Investment Management
www.naverainvestment.com/

We are an independent, employee-owned investment manager with a strong culture of partnership, a common-sense investment philosophy and a long-term perspective. We have always focused on one objective – to protect and grow the value of our clients’ capital ahead of inflation.

eprivateclient Excellence Awards 2026

OMBA Advisory and Investments
www.ombainvestments.com/

Our investment solutions are used by families, charities, wealth managers and independent financial advisors. We adopt a global macro approach using Exchange Traded Funds at the core of our process. We have built our business to be client focussed, non-bureaucratic and technologically astute.

eprivateclient Excellence Awards 2026

Risk Assured
www.riskassured.co.uk/

Risk Assured are the UK’s leading high-value life insurance broker, providing cover for clients of leading Law Firms, Tax Advisers, Private Banks and Trust companies. Their bespoke process enables them to handle the largest, most complex cases with a level of efficiency and discretion that is unique in the market.

eprivateclient Excellence Awards 2026

W1M
www.w1m.com/

W1M is a leading wealth and investment management firm with over £21 billion in assets, serving high-net-worth individuals, families, trusts, charities, and institutions. Its 300+ professionals deliver global tax reporting, cross-border planning, and institutional-quality investment management, tailored to complex wealth needs including international structures and intergenerational planning.

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