Samir Shah

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).