Mal has over 15 years of portfolio investment research, measurement, analysis, benchmarking and risk management experience.

Mal joined bfinance from MSCI where he was Executive Director, EMEA Client Coverage, overseeing client support for 600+ investment portfolios (AUM approximately 1 trillion USD); helping their teams get the most from analysis and make informed investment decisions. Mal has extensive experience of portfolio investment measurement, analysis, and risk management; client service management including organisational design; and product research & design.  Prior to MSCI, Mal was a Director of UK & Ireland at IPD, a Research & Strategy Analyst at M&G and a Risk Analyst at Bristol & West. Mal was also an Associate Tutor of Portfolio Performance Measurement at the College of Estate Management, Reading University.

Sam Gervaise-Jones is head of client consulting for the UK and Ireland. Sam has over 20 years of experience in financial markets. He joined bfinance in 2004 where, 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. More recently, Sam led the expansion of bfinance into the US and bfinance’s activities with the LGPS Pooling organisations. In 2020, Sam was appointed as Independent Adviser to Cambridgeshire Pension Fund.  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.

Jill is a Senior Director and client consultant working with bfinance’s institutional clients in the UK. Prior to joining in 2018, Jill was an Executive Director at MSCI heading up their Real Estate client coverage team in Europe working with asset owners and managers across their multinational portfolios.

Neil is a director within the client consulting team, joining bfinance in early 2018 to focus on the Insurance Market. Neil has had a long career in the banking and asset management industries, including 20 years covering insurance clients. Prior to bfinance, Neil has worked for Conning Asset Management, Credit Agricole Corporate and Investment Bank, Fortis Bank and Barclays, as well as a period teaching financial professionals about Non-Bank Financial Institutions. He has a BSc (Hons) from the University of Bristol.

Frithjof has over 15 years of experience in the investment management industry. Frithjof started his career with eVestment, a global provider of institutional investment manager data and analytics. Frithjof held numerous roles at eVestment, which included opening and managing their offices in Australia and Hong Kong from 2009-2014. Frithjof joined bfinance in March 2016 as a Director of the Australian office. Frithjof holds a Masters degree in Economics and Finance from the University of Edinburgh, and is a CFA charterholder.

Daniele is a Director and client consultant working with bfinance’s Australian clients.  Daniele previously worked for Lloyds Banking Group for 10 years, where she gained experience across a variety of roles in both their Sydney and London offices.  Prior to joining bfinance in October 2020, Daniele was based in London, covering UK Pension Fund and Insurance clients as a Fixed Income Sales Specialist.  Daniele holds a Bachelor of Commerce from The University of Sydney.

Les oversees the business development and relationship management of bfinance in Canada. Les has worked in financial services for over 30 years, with more than two decades of experience in asset management. Prior to joining bfinance in 2017 he held a number of senior roles at Scotiabank (Managing Director, Head of Cap Intro and Hedge Fund Consulting, Head of Global Alternative Asset Group) and Scotia Capital (Managing Director). He began his career at Royal Bank of Canada and RBC Capital Markets. Les holds an MBA from York University and a Bachelor of Arts from University of Toronto, Trinity College.

Philip Coté is a Director at bfinance Canada. Philip has more than 16 years of financial services industry experience across institutional investment consulting, manager research and product development roles. Prior to joining bfinance Philip was a Director at Pavilion Alternatives Group where he led manager research and due diligence assignments in the area of private markets investment, with a focus on real estate, infrastructure and private debt. Earlier in his career Philip worked at CIBC Asset Management and National Bank. Philip is a CFA charter holder and holds the FRM designation. He completed a Bachelor of Commerce at Concordia University and a graduate certificate at McGill University.

Olivier is in charge of business development with European and North-African French-speaking Institutional Investors. Prior to joining bfinance in 2006, Olivier was Institutional Key Accounts Manager with the French asset manager OFI Asset Management, where he started in 1999. Before, he held Product Specialist and Marketing roles within the asset management division of Banque Worms. He graduated with a Master in Management from Toulouse Business School in 1992 and holds the Chartered Alternative Investment Analyst (CAIA) designation.

Stephanie Vervoitte is a Director and client consultant working with bfinance’s institutional clients in western Europe. Before joining bfinance in 2018 she held a range of positions at AXA Investment Management, joining the firm in 2000 and moving to the Client Group in 2012. Roles included Product Specialist Fixed Income, Product Engineer and Sales Manager. She holds a Master’s degree from EM-Sorbonne and Master’s in Finance from Bergische Universität Wuppertal.

Ori Gotfrid oversees the bfinance operations in Germany and in German speaking Switzerland and Austria. Ori has over 20 years experience in banking and fund management advisory gained prior to joining bfinance with Adam Unternehmensberatung and Metzler Consulting. He joined bfinance in 2001 where he has build up the bfinance German business. Ori holds an MBA from European Business School and was a Research fellow at the Kyoto School of economics.

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.

Alex is a Senior Director at bfinance focused on developing relationships in the Middle East and Africa. Previously, Alex worked with Robeco Middle East in Bahrain and was responsible for relationships in Central Asia and Africa. Alex holds a BA in Modern Languages from Bristol University.

Amir is a Director at bfinance focussed on developing relationships in the Middle East & Asia. He joined bfinance in 2015 initially working closely with both the CEO and Global Head of Client Consulting on a range of strategic initiatives. Prior to this, Amir was Head of Investor Relations for Institutional Investor’s Sovereign Investor Institute since 2010, working with senior officials and investment heads from sovereign wealth funds, state pension/social security funds and central bank reserve managers globally, covering a wide range of investment management, strategic and governance issues. Amir graduated from University College London (UCL) with a BSc (Hons) in Economics.

Janessa joined bfinance in February 2020 as part of the Client Consulting team. She was previously Deputy Director of Investor Relations at Institutional Investor. Originally from Finland, she is now based out of bfinance’s London headquarters and works with clients in Sweden, Norway, Finland, Iceland and Denmark.

Frans joined bfinance's London office in early 2007 as part of the research and development team where he worked with institutional investors from around the world to deliver their manager search and selection mandates. At the beginning of 2009, Frans moved across to business development side in order to focus on the Dutch and Belgian institutional Investor market. Frans joined bfinance from ING in The Hague where he had been based since 2001, latterly in their Fixed Income and Corporate Treasury department managing liquidity, foreign exchange and interest rate risks for ING Insurance Holding. Prior to that, Frans worked as a portfolio manager for institutional clients with ING Investment Management. Frans is a CFA, CAIA, FRM and FDP charterholder and holds an MScBA from Erasmus University Rotterdam.

Jason Pomatto, Managing Director of the US business based in our Chicago office. He joins bfinance with 25 years’ experience in the institutional investment industry. Prior to joining bfinance, Jason’s most recent role was as Vice President – Institutional Sales at Driehaus Capital Management, an equity and alternatives firm in Chicago. Jason has previously held wide-ranging roles within the industry, including institutional relationship management, consultant relationship management, client advisory, business development and performance analyst. Jason completed his MBA at the Kellogg School of Business at Northwestern University and his BS in Finance at Northern Illinois University.

Guy is a Director within the client consulting team having moved to Chicago to assist in the growth of our US business. He was previously in the Private Markets research team based in London where he focused on infrastructure, real estate and other real asset strategies such as agriculture and timber. He joined from JLT Investment Consulting, where he was an Investment Consultant and Head of Alternatives Manager Research, advising clients on portfolio construction and manager selection across alternative asset classes. Guy graduated with an Economics degree from Rollins College having also spent part of his course studying in Shanghai, China.