JM Finn
Gregory Swolfs has extensive experience in asset management and private banking, currently serving as Managing Director at CAPFI DELEN ASSET MANAGEMENT since July 2006, where responsibilities include overseeing fund life cycles, product development, fund structure rationalization, risk management, and maintaining contact with regulators. Additionally, Gregory has been a Management Committee Member at JM Finn since October 2011 and held various roles at Bank Delen from July 1996 to June 2006, including Private Banker and Manager of the Institutional & Fund department, focusing on private banking, institutional clients, fund management, product development, and risk management. Gregory holds qualifications from ABAF - ICHEC (1998-1999) and KU Leuven (1990-1996), along with a foundational education at Sint-Michiels College Brasschaat (1984-1990).
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JM Finn
By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations. Wealth challenges come in many different shapes and sizes and often when one least expects it; by putting an investment manager as the main point of contact, we look to develop long term relationships with clients of all ages to guide them through the complex world of investing, so that their wealth can last generations. We offer support to first time investors, wealth planning advice, investment structuring guidance and pension planning. Our personalised services have helped us grow the number of clients we help. Today, this represents over £10 billion of assets on behalf of close to 20,000 investors across our five offices in London, Bristol, Bury St Edmunds, Leeds and Winchester.