The London-headquartered wealth manager, which operates in a number of cities, has a new chairman. It has also announced other board-level changes.

JM Finn chairman Steven Sussman has retired after serving in the role since 2020, rounding out a 26-year career at the UK wealth management house.

Luc Bertrand is stepping into the role, which Sussman vacated at the end of 2023. Bertrand has served on the JM Finn board since September 2011 and has also been CEO of Ackermans & van Haaren, parent company of Delen Private Bank, who acquired JM Finn in 2011. Bertrand has also been a full board member at Schroders.

Sussman, who joined the business in 1997, had been a managing partner, managing director and chief executive.

“Steven has helped steer the firm through a key period of its evolution and we thank him for his calm and methodical approach. In particular, he brought to the firm a focus on corporate governance enabling the business to grow even through difficult markets,” Hugo Bedford, CEO, said.

Other changes 
The firm said Jan Suykens, who has served on its board since the 2011 acquisition, and Jens Van Nieuwenborgh, have left the business. The changes followed the recent appointment of Louise Hall, a former board member of Investec Wealth & Investment, Christophe Maters, who previously worked at Quintet Private Bank, and Vincent Camerlynck, an experienced non-executive director who spent most of his career in various roles at BNP Paribas.

Louise Hall has spent her entire 30-year career within the UK private client and wealth management industry. Camerlynck is an independent non-executive director, whose mandates include Capfi Delen Asset Management. Initially focused on investment banking and equities, he held executive positions at Petercam in New York, HSBC in London, and Goldman Sachs in London and Paris. He joined BNP Paribas Asset Management in 2005, serving in a variety of C-suite roles.

Maters, who joined Ackermans & van Haaren as an investment director in May 2023, previously worked at Bain & Company, Qatar National Bank and Quintet Private Bank. 

JM Finn has funds under management and administration of £10.6 billion ($13.5 billion) on behalf of over 18,500 clients (as at 31 December 2023). The firm is headquartered in London and has regional offices in Bristol, Bury St Edmunds, York, and Winchester.