Over the past year, JM Finn has appeared in the news regularly highlighting a new office opening and hires, so thewealthnet caught up with Christopher Barrett, investment director, and Oliver Tregoning, head of marketing, to find out more about the firm today and its vision for the future.

London-based Messrs Barrett and Tregoning are very obviously passionate about the company’s past and present, and about its success translated into numbers and into its “unique personal approach and relationships”.

Founded as a partnership in 1945, the firm now has over £9.5 billion in funds under management and a...