JM Finn
Karen Lau has extensive experience in investment management. Karen began their career at Williams de Broe in 2006, where they worked as an Investment Assistant and later as an Associate Investment Manager. During this time, they gained experience in investments in both Private Fund Management and Discretionary Management of Private Clients' Pensions, Offshore Bonds, and Trusts. Karen joined JM Finn in 2012 and has held various roles, including Investment Manager, Senior Investment Manager, and currently, they serve as an Investment Director.
Karen Lau attended Oxford Brookes University from 2001 to 2004, where they studied Law & Politics. Karen then pursued further education at the University of Sussex from 2004 to 2005, completing a degree in Law. Finally, from 2005 to 2006, Karen attended The University of Law, where they obtained a Legal Practice Course (LPC) degree in Law.
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.