As one of the biggest players in East Anglia, JM Finn has roots throughout the region. We catch up with Brett Bayliss, head of the firm’s Bury St Edmunds office, to hear about the branch’s journey to date.
Going back to our Roots
JM Finn has been in Bury St Edmunds for 30 years. I was formerly with Laing & Cruickshank under the management of our principal David Cockram, until they were bought out by UBS in 2004. I decided that I did not want to go down that route, so we set up as JM Finn, Bury St Edmunds in August 2006. There were only three members of staff then. A JM Finn office was set up in Ipswich at the same time and for similar reasons.
A solid team
Our team currently consists of 11 investment managers, which the office is centred around, alongside 11 support staff.
We have a really beneficial and enjoyable balance between staff, combining those with decades of experience in the industry with younger staff who have fresh motivation and a different outlook on things.
Our investment managers have flexibility with regards to investment research and decisions and we also have a couple of sector specialists locally.
Currently we run £1.2 billion in assets under management.
• August 2006: Setting up the Bury St Edmunds branch of JM Finn
• May 2016: Merger of the Ipswich and Bury St Edmunds offices, with the new larger team based in Bury St Edmunds. This was very much a localised decision, not one that came from HQ
• May 2016: Hitting the £1 billion AUM mark
• May 2018: Meeting Citywire’s Audience Development team!