MEET OUR CLIENT CONSULTANTS

Putting investors first

UNITED KINGDOM


Malcolm Hunt

Malcolm Hunt

Managing Director, Head of Client Consulting

Mal has over 20 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.

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Sam Gervaise-Jones

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 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.

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Jill Compton

Jill Compton

Senior Director

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.

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Neil Holmes

Neil Holmes

Senior Director - Insurance Client Consulting

Neil is a Senior 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.

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USA


David Ness

David Ness

Senior Director

David is a Senior Director and client consultant for bfinance US. With over 20 years of investment management and financial services history, he brings a wealth of experience to the client consulting position at bfinance.

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Guy Hopgood

Guy Hopgood

Director

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.

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Alex Julian

Alex Julian

Senior Associate

Alex is a Senior Associate within the client consulting team at bfinance. He joined in 2021 to build and foster relationships across the firm's US investor base. In addition, Alex leads US specific marketing outreach and is a member of bfinance’s Diversity & Inclusion Committee.

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CANADA


Les Marton

Les Marton

Managing Director

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).

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Philip Coté

Philip Coté

Director

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.

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FRANCE


Olivier Jéséquel

Olivier Jéséquel, CAIA

Director

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.

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GERMANY


Ori Gotfrid

Ori Gotfrid

Senior Director

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.

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Ori Gotfrid

Marco Stigler-Thomas, CFA

Director

Marco is a Director operating from our Munich office. Prior to joining bfinance, he was Vice President and Account Manager for PIMCO, focusing on client servicing for Germany, Austria, Switzerland and Central Eastern Europe.

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ITALY


Ottavia Sebastiani

Ottavia Sebastiani

Senior Director

Ottavia is responsible for advisory services for Italian institutional clients and has been part of the advisory team of bfinance since 2007 based first in London and then in Rome.

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NORDICS


Janessa Valo

Janessa Valo

Director, Client Consulting Nordics

Janessa joined bfinance in February 2020 as part of the Client Consulting team. She was previously Deputy Director of Investor Relations at Institutional Investor. She works with clients in Sweden, Norway, Finland, Iceland and Denmark.

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NETHERLANDS, BELGIUM AND DENMARK


Frans Verhaar

Frans Verhaar, CFA, CAIA, FRM, FDP

Senior Director

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.

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AUSTRALIA


Frithjof Vanzyp

Frithjof van Zyp

Senior Director

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.

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Sebastian Mays

Sebastian Mays

Director

Sebastian works as a client consulting Director for Australia and New Zealand. Sebastian has worked in financial services for over 10 years, specialising in asset management.

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MIDDLE EAST & ASIA


Alex Denby

Alex Denby

Managing Director

Alex is a Managing Director at bfinance focused on developing relationships in the Middle East, Asia 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.

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Amir Saleem

Amir Saleem

Director

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.

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Jennifer Eum

Jennifer Eum

Director

Jennifer is a Director within the client consulting team at bfinance Hong Kong office, focusing on developing relationships in Asia. Prior to joining bfinance, Jennifer was a Vice President at Goldman Sachs Prime Capital Introduction Team working with allocators in Asia and Hedge Fund managers.

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