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James Ayling, CFA

Investment Manger at JM FINN

James Ayling, CFA is an Investment Manager at JM Finn, a financial services firm specializing in private client investment advice and management.13 He initially joined JM Finn in 2019 and then moved to the Investment Management side of the business in 2023 after rejoining the company.2

Professional Background

James holds the Chartered Financial Analyst (CFA) designation, having passed all three levels of the CFA program.3 This credential demonstrates his expertise in investment analysis and portfolio management.

Responsibilities and Expertise

As an Investment Manager, James is responsible for:

  • Active stock selection decisions for UK and overseas equities4
  • Providing investment advice to private clients
  • Contributing to market analysis and research

Recognition and Achievements

James has been recognized in the industry for his expertise and performance:

  • He was featured in Citywire's Top 30 under 30, acknowledging his accomplishments in the wealth management sector5
  • He contributes to JM Finn's market analysis, having authored articles on market volatility and investment challenges67

Background and Skills

James has a diverse background that includes:

  • Economics
  • Investment analysis
  • Venture capital

His role at JM Finn involves leveraging this expertise to provide informed investment advice and management services to clients.

Highlights

Sep 5 · linkedin

Given the Russia / Ukraine conflict - have ESG investors had to U-turn and rethink their prior dislike for defence companies?

Is defence now an ESG acceptable sector: If defence = protection potential as opposed to offensive aggression?

We recently took a quick look at one such company, Thales. Read more here:

https://lnkd.in/ecpPA3mQ

#investing #esginvesting #defenceindustry

Jun 26 · linkedin

It may have taken a bit longer than expected and it’s still very much an early stage work-in-progress with a few minimum viable products on today’s website but my 2nd #sideproject is www.Happy-Seeds.Shop and it’s live!

Happy-Seeds is on a #sustainablemission to increase #biodiversity and improve #mentalhealth

Plus, Happy-Seeds comes with an underlying philanthropic commitment to pledge at least 20% of net profitability towards worthwhile #biodiversity and #mentalhealth charitable causes!

#ecommercebusiness #sidehustle #sustainability #mentalhealthawareness

Related Questions

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James Ayling, CFA
James Ayling, CFA, photo 1
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Location

Redhill, England, United Kingdom