Our Clients
JTFM enjoys working with a wide range of clients.
We help clients set their objectives and select investment managers to deliver them. We have ongoing relationships with many and our roles include sitting on investment committees, advising trustees and attending annual or quarterly meetings.
Investments advised on range in size from £4 million to over £5 billion
The age range of clients who employ us directly runs from 23 to 81. The priorities and concerns vary hugely over these groups. We deal with trust beneficiaries of every age.
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Sam Hoyland, Analyst, JTFM
Testimonials
Manager Testimonials
“Thank you for your extremely readable report which has given us confidence in our approach. It provides a good ‘base’ from which to think more about our investment approach and how to involve the younger generation. “
“Thank you for your extremely readable report which has given us confidence in our approach. It provides a good ‘base’ from which to think more about our investment approach and how to involve the younger generation. “
“Thank you for your extremely readable report which has given us confidence in our approach. It provides a good ‘base’ from which to think more about our investment approach and how to involve the younger generation. “
“Thank you for your extremely readable report which has given us confidence in our approach. It provides a good ‘base’ from which to think more about our investment approach and how to involve the younger generation. “
Professional Contact Testimonials
“Thank you for your extremely readable report which has given us confidence in our approach. It provides a good ‘base’ from which to think more about our investment approach and how to involve the younger generation. “
“Thank you for your extremely readable report which has given us confidence in our approach. It provides a good ‘base’ from which to think more about our investment approach and how to involve the younger generation. “
“Thank you for your extremely readable report which has given us confidence in our approach. It provides a good ‘base’ from which to think more about our investment approach and how to involve the younger generation. “
“Thank you for your extremely readable report which has given us confidence in our approach. It provides a good ‘base’ from which to think more about our investment approach and how to involve the younger generation. “
Client Testimonials
“Thank you for your extremely readable report which has given us confidence in our approach. It provides a good ‘base’ from which to think more about our investment approach and how to involve the younger generation. “
“Thank you for your extremely readable report which has given us confidence in our approach. It provides a good ‘base’ from which to think more about our investment approach and how to involve the younger generation. “
“Thank you for your extremely readable report which has given us confidence in our approach. It provides a good ‘base’ from which to think more about our investment approach and how to involve the younger generation. “
“We look forward to continuing our work together. You have certainly made sense to a lot of us about what before (for me, anyway!) seemed incomprehensible.”
Working with Clients
We are completely independent and our only source of revenue is from the fees that we charge to our clients directly. This enables us to avoid conflicts and demonstrate complete alignment of interests with those of our clients.
Below are some examples of recent work we have done with clients:
- Setting investment objectives and developing policy
- Reporting and assessing performance
- Formulating investment strategy
- Manager and investment selection
- Ongoing advice and monitoring
- Reports for trustees
- Integrating investments with tax advice
- Specialist project work
- Consolidated reporting and analysis
- Creation of and participation in independent investment boards
- Investment strategy for minor beneficiaries
- Investment due diligence
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.