Pal is Head of Client Consulting for EMEA, Australia & Asia at bfinance, and a member of the firm's Senior Management Team. 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 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.

Paul is a director within the client consulting team responsible for relationships with clients in both the UK and Ireland. Prior to joining bfinance, Paul was a director with the fiduciary manager Kempen Capital Management, where he was responsible for the development of client relationships. Previous to this Paul worked within investment consulting at Buck Consultants (now Conduent) as an analyst, helping to advise pension schemes and he also worked as a fund researcher covering DGF’s, Corporate Bonds and Hedge Funds. Paul holds a MSc in Finance from University College Dublin and a BComm in Business from University College Cork.

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.

Chelsie joins the bfinance UK and Ireland client consulting team as Senior Associate. Prior to joining bfinance, Chelsie was Senior Institutional Relations Manager, UK & Ireland at Institutional Investor, where she was responsible for client relationships with institutional investors across Corporate and LGPS Pension Funds, Foundations, Endowments, and Insurance Firms. Chelsie holds a BA (Hons) degree from Durham University and is studying for the IMC qualification.

Pal is Head of Client Consulting for EMEA, Australia & Asia at bfinance, and a member of the firm's Senior Management Team. 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.

Frithjof has over 10 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.

Vishal joined the bfinance Australian office in March 2017 as a senior associate. He has over 12 years’ experience in institutional business development and consultant relations, most recently at M&G investments where he was responsible for developing and maintaining relationships with UK and global investment consultants. Vish joined M&G in 2011, having worked in institutional roles at Schroders and Legal and General Investment Management in London. Vishal holds a BA in Management and Economics from the University of Leeds, the Chartered Institute for Securities and Investment (CISI) Diploma and the Investment Management Certificate (IMC).

Brian oversees the business development and relationship management of bfinance in Canada. Prior to joining bfinance in 2012, Brian was responsible for the servicing of institutional clients in Eastern Canada for Fidelity Investments. Previously, Brian was Manager, Investment Program, in Standard Life’s Group Savings & Retirement division. His responsibilities included the selection and monitoring of asset managers as well as investment counseling to DC and DB pension schemes across Canada. Brian began his career in 1998 at Caisse de dépôt et placement du Québec (CDP) where he held various analyst roles, notably in Private Placements. Brian earned a BA in Public Communications and a BBA in International Business from Université Laval in Quebec City. Brian is a CFA charterholder.

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.

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.

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.

Michael joined bfinance in 2011, when he spent his first semester in the London based Research team. Michael then became Director and covers institutional clients in the Munich office. He started his career at Dresdner Bank AG with an apprenticeship in 2000. He held different positions at a savings bank and an asset manager during the following years. During this period, he graduated with a part-time BA in International Management. He also holds a dual MBA degree from a British/Dutch Business School and is CAIA charterholder.

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 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.

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.

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 and FRM 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.