Biography
Samir joined JM Finn in 2025 and oversees the firm’s collectives research process, working within the Collectives Committee to produce and manage a comprehensive list of preferred funds.
Samir has over 18 years’ experience working in fund selection and portfolio management in both private wealth management and fund management, with previous roles at Quilter Cheviot and Aberdeen Asset Management.
A Chartered Accountant and Chartered Financial Analyst (CFA) charter holder, Samir also holds the Sustainable Investing Certificate issued by the CFA Society (UK).
Strategic partnerships are being formed between tech giants spanning AI, chip producers and hardware companies – creating infrastructure co-dependencies that could make the parties involved ‘too big…
Ongoing de-escalation of US-China tensions boosting growth in Asia; Eurozone lagging despite aggressive easing from European Central Bank.
Global equity markets buoyed by less severe than anticipated US tariffs.