Blackfinch Group

Investment specialists working towards a more sustainable future

Blackfinch Group
Blackfinch Group

Jason has joined the Blackfinch team to facilitate its plans to expand in coming months

In line with its plans for significant development over the next few months, Blackfinch has hired Jason Williams as Distribution Director from UK Wealth Manager Brewin Dolphin.

Blackfinch is well-known for its unique and collaborative approach to working with independent financial advisers (IFAs) across all of its products. In particular, the team has set itself apart in the crowded outsourcing space with a managed portfolio service (MPS) founded on working in partnership with advisers. The hire of Jason Williams forms part of Blackfinch’s strategy to take its MPS offerings to the next level.

Previously, Jason worked as a Business Development Manager at Brewin Dolphin for over eight years. Prior to this, he worked at Eagle Star Trust Company, which became part of Zurich Financial Services, as a Sales Consultant. In his new role, Jason will take responsibility for further developing Blackfinch’s partnership approach, working consultatively with business owners to help them achieve their business goals.

In working with advisers for a number of years, I have witnessed the huge rush to outsource investments. However, over the last year, some advisers have wanted more control over their clients’ investments and are asking for their own MPS or in-house fund solution Blackfinch is well positioned to provide this as its only focus is the IFA market. It is also one of the few investment managers that chooses not to have internal financial advisers. Jason Williams, Distribution Director at Blackfinch Asset Management

I am delighted to welcome Jason Williams to Blackfinch, helping to create an even stronger team. This new hire reflects our commitment to financial advisers, which is core to our culture and how we operate. Our partnerships with advisers drive activity and growth across every area of our business. We are now looking forward to further expanding our capabilities and providing optimised services to advisers in the key area of discretionary fund management. Richard Cook, Founder and Chief Executive Officer of Blackfinch

Jason is a great addition to the Blackfinch team. His extensive experience working consultatively with IFAs means he understands their space and the challenges faced by their businesses. This hire highlights our focus on providing rigorously managed investment solutions alongside a service that delivers support to advisers in the areas of their business where they require it. Alex Sumner, Portfolio Manager at Blackfinch

Since the launch of its MPS, the Blackfinch team has selectively partnered with 35 advisers firms across the country, ensuring they are the right business fit for these firms. Through outsourcing to Blackfinch, advisers can focus on growing their business, allowing for more face-to-face time with clients, while the Blackfinch team focuses on investment management. In this way, the team works with IFAs to create a path to further profitability.

It is important that we are the right cultural fit with the firms we work with. Rather than adopting a mass marketing strategy, we prefer to selectively partner with firms who can genuinely benefit from our approach to outsourcing. Gareth Deacon, Portfolio Manager at Blackfinch

Blackfinch has impressed me with its ability to be creative and adaptable to an adviser’s needs. Its Adviser Partnership program demonstrates the team’s dedication to working with a firm and building a true business relationship with them. My job now is to take this forward. We’re looking for firms that aim to commit to working with us to help find the solutions they need to grow. In turn, we offer a huge range of opportunities to help them achieve their goals. Jason Williams, Distribution Director at Blackfinch Asset Management