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).
Head of Investment Office Jon Cunliffe considers the likely effects of the UK’s Autumn Budget statement on government finances and Gilt markets.
Low short-term interest rates typically mean the more domestically focused FTSE250 market outperforms the more international FTSE 100. Jon Cunliffe explains why the opposite is currently the case.
Watch Fund Manager James Godrich and Head of Investment Office Jon Cunliffe discuss the reasons for October’s buoyant equity and fixed income markets – including US interest rate cuts and an agreed…