LONDON, 13 January 2026 – JM Finn, one of the UK’s leading wealth managers, is implementing AssetQ to streamline the collection and distribution of due diligence and Consumer Duty data across all collectives used by the firm.
This move sees JM Finn leveraging the AssetQ platform to centralise the flow of qualitative, quantitative, and regulatory information from Fund Managers whilst also supporting regulatory reporting requirements. By digitising this information exchange, the firm reinforces its robust oversight framework while moving away from manual data collection and distribution methods.
The depth of data available and ease of analysis were cited as key factors in the decision to standardise on AssetQ.
Samir Shah, Head of Collectives Oversight at JM Finn, commented:
“As one of the UK’s leading wealth managers, our success is built upon long-term relationships, trust and investment expertise. A key part of our offering is that it is supported by robust due diligence. AssetQ will play a key role in providing the data and tooling needed to efficiently assist with our governance and regulatory requirements. AssetQ’s connectivity across all asset managers was an important aspect that ensures we operate a centralised and controlled environment for our fund governance.”
Richard Green, CEO of AssetQ, added:
“We are delighted to support JM Finn, who will be using AssetQ as the central conduit for their data and fund oversight monitoring. This is a clear case where standardised data makes the difference when it comes to monitoring a sizable fund universe.”