Client Managers

Pal Sarai – Managing Director, Head of Client Consulting EMEA, Australia & Asia.

Pal is Head of Client Consulting for EMEA, Australia & Asia at bfinance. Pal has over 20 years of experience in asset management and capital markets. He joined bfinance in 2011. Prior to this, Pal was a director of institutional products in the UK and Switzerland for Nordea Investment Management, having joined Nordea in 2008. He previously worked in senior roles in investment banks, hedge funds and financial services companies. Pal holds a masters degree in finance from Imperial College in London and is a CAIA Charterholder.

Sam Gervaise-Jones, CFA, Senior Director, Head of Client Consulting, UK & Ireland

Sam Gervaise-Jones is head of client consulting for the UK and Ireland. Sam has over 15 years of experience in financial markets. He joined bfinance in 2004. As a Senior Associate in the research team, Sam advised clients on manager selection in a wide range of asset classes. Since 2007 Sam has been responsible for relationships with many of bfinance’s largest Corporate and Local Authority Pension clients in the UK. Sam is also leading the expansion of bfinance in to the US. Prior to bfinance, Sam spent 4 years with Standard & Poor’s in their fund rating business. Sam holds the CFA charter, IMC and Series 7, 24, 62 and 79 designations in addition to an MA (Oxon) in Mathematics from the University of Oxford.

Richard Tyszkiewicz – Senior Director

Richard joined bfinance in 2004 in order to build the company’s investment advisory business in the Nordic Region. He now manages relationships with public and private sector institutional clients in the UK, Sweden, Denmark, Finland, Norway and Iceland. Richard has 20 years’ experience within the investment industry, gained in senior international commercial roles at JP Morgan, Deutsche Bank and ABN AMRO Mellon in Brussels and London. He graduated with a joint MA (Hons) degree in Management and Spanish from the University of St. Andrews.

Ottavia Sebastiani – Director

Ottavia took up full time relationship management responsibilities with bfinance in 2007, and works in both the UK and Italian markets. Before joining she spent 2 years developing business relations for a family company in the hotel and leisure sector. Previous to that, she was a Pan-European Equity Sales to Italian Institutional Clients with Goldman Sachs in London. Ottavia began her career as an analyst in the Private Wealth Management division at Morgan Stanley in Milan. She holds a BA (Hons) degree from University College in London and a Postgraduate Diploma in Business Studies from the London School of Economics.

Alexandra Martinez – Director

Alexandra has over 10 years of experience in financial services, most recently consulting for pension funds, family offices and corporate investors. Prior to joining bfinance in January 2015, Alexandra was a partner at Arbour Partners, an investment advisor and placement firm and a partner at St. James’s Place Wealth Management. Alexandra started her career as a management consultant at PWC and worked in the UK, USA and South East Asia. Alexandra holds a Bachelor of Commerce from Uppsala University, Sweden and is fluent in English, Swedish and Spanish.