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MEET OUR INVESTMENT SPECIALISTS
An extension of your team
Filter by specialty: Private Markets Equities Fixed Income Diversifying Strategies Portfolio Solutions
SENIOR RESEARCH TEAM
Olivier Cassin
Managing Director, Head of Investments and Research
Oliver Cassin is Head of Investments and Research, where he leads the firm’s research department. He rejoined bfinance in 2023, having previously worked at the firm from 2000 to 2014. Before coming back to the firm he held senior roles at BNY Mellon, where he managed the UK and European Institutional Sales team and more recently Client Solutions, and at Lyxor Asset Management as Head of UK Institutional Sales.
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Dr Peter Hobbs
Managing Director, Head of Private Markets
Peter Hobbs is Managing Director of Private Markets and a member of the Senior Management Team. His division covers Real Estate, Infrastructure, Private Equity and Private Debt, providing a range of services including portfolio design, manager selection and due diligence.
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Mathias Neidert, CFA
Managing Director, Head of Public Markets
Mathias is Head of Public Markets and a member of the firm's Senior Management Team. He joined bfinance as a Senior Associate in March 2008 focusing on manager research and selection in fixed income. He was named Head of Public Markets in 2014, managing a team of asset class specialists in charge of investment advisory within listed equity and fixed income.
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Toby Goodworth
Managing Director, Head of Liquid Markets
Toby Goodworth is Head of Liquid Markets at bfinance and a member of the firm's Senior Management Team. Previously, he was Head of Risk Management and a member of the Investment Committee at Key Asset Management, one of Europe's oldest fund of hedge funds.
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Duncan Higgs
Managing Director, Head of Portfolio Solutions
Duncan Higgs is a Managing Director overseeing bfinance’s Portfolio Solutions division including portfolio strategy, risk analytics, fee reviews, portfolio monitoring and other services. He has 15 years of experience in investment consulting, including advisory and fiduciary services.
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Anna Morrison
Managing Director, Private Markets
Anna has joined the Private Markets team at bfinance as a Managing Director to focus on the private equity asset class. She has 20 years’ experience in investing and managing global private equity programs for institutional investors, working both in Australia and then in the United Kingdom for the last 10 years.
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Anish Butani
Managing Director, Private Markets
Anish Butani is a Managing Director in the Private Markets team at bfinance and leads the firm’s coverage of the infrastructure asset class. Since joining bfinance in 2017, Anish has advised a broad range of clients globally in allocating over $10bn to the infrastructure asset class.
Read moreRESEARCH TEAMS
Private markets team
bfinance supports investors in addressing global private markets investment challenges, from portfolio design and ESG integration to manager selection and due diligence. The private markets team includes dedicated specialists for private equity, private debt, real estate and infrastructure, providing exceptional breadth and depth of coverage.
Fixed income team
Fixed income strategy specialists provide thorough coverage across all sectors of the market: global and regional, single-sector and multi-sector (absolute return, multi-asset credit), emerging markets and developed markets, leveraged loans, green bonds, securitised credit, convertibles, CAT bonds and more.
Equity team
Our experienced equity manager research team provides deep expertise across the full spectrum of listed public equity strategies. Coverage includes: global, regional and country-specific strategies; active and passive; style-agnostic and style-specific (such as growth, value); impact and carbon reduction; Shariah-compliant and more.
Diversifying strategies team
The bfinance Diversifying Strategies team provides wide-ranging expertise on a broad range of strategies within liquid markets that are intended to improve on traditional portfolio outcomes and manage risk. These include: hedge funds, multi asset, alternative risk premia and commodity strategies, as well as portfolio overlays that manage risk or currency exposures.
Portfolio solutions team
bfinance Portfolio Solutions services give our clients greater control, stronger governance and actionable information to support decision-making. Each service was initially developed for more customised information upon which to base key investment decisions and improve portfolio management.
PRIVATE MARKETS
Dr Peter Hobbs
Managing Director, Head of Private Markets
Peter Hobbs is Managing Director of Private Markets and a member of the Senior Management Team. His division covers Real Estate, Infrastructure, Private Equity and Private Debt, providing a range of services including portfolio design, manager selection and due diligence.
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Anish Butani
Managing Director, Private Markets
Anish Butani is a Managing Director in the Private Markets team at bfinance and leads the firm’s coverage of the infrastructure asset class. Since joining bfinance in 2017, Anish has advised a broad range of clients globally in allocating over $10bn to the infrastructure asset class.
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Anna Morrison
Managing Director, Private Markets
Anna has joined the Private Markets team at bfinance as a Managing Director to focus on the private equity asset class. She has 20 years’ experience in investing and managing global private equity programs for institutional investors, working both in Australia and then in the United Kingdom for the last 10 years.
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Thibault Sandret
Senior Director, Private Markets
Thibault leads Private Debt Research at bfinance, bringing more than fifteen years of credit-oriented experience. Before joining the firm in early 2019, Thibault spent over a decade in banking across various corporate debt structuring, origination and advisory roles.
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Julien Barral
Senior Director, Private Markets
Julien is a Senior Director within the Private Markets team, specialising in Private Equity and Real Estate. Prior to returning to bfinance in November 2020, Julien was Managing Director of GS Invest, a real assets investment boutique based in London. In this role he was responsible for strategic planning, evaluation and implementation of business opportunities. Julien also managed and coordinated day-to-day activities and was responsible for the long term business strategy implementation.
Read moreEQUITIES TEAM
Mathias Neidert, CFA
Managing Director, Head of Public Markets
Mathias is Head of Public Markets and a member of the firm's Senior Management Team. He joined bfinance as a Senior Associate in March 2008 focusing on manager research and selection in fixed income. He was named Head of Public Markets in 2014, managing a team of asset class specialists in charge of investment advisory within listed equity and fixed income.
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Robert Doyle
Managing Director, Equity
Robert is a Managing Director within the Public Markets team, specialising in equity manager research. Robert joined bfinance as an Associate in 2015, having spent five years as a manager research analyst at a UK-based private wealth management firm. Robert holds an MSc in Investment Management from Cass Business School, graduating with distinction, and a first class honours degree in Accounting & Finance from the University of Warwick.
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Weichen Ding
Director, Equity
Weichen joined bfinance in July 2019 as a Senior Associate within the Public Markets team, specialising in equity manager research. Prior to bfinance, Weichen spent five years as a manager research analyst at Alvarium Investments, a UK-based investment boutique.
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Martha Brindle, CFA
Senior Director, Equity
Martha joined bfinance in January 2021 as a Director in the Public Markets team, specialising in equity manager research. She has over 10 years’ experience in the fund management industry, most recently as an investment analyst responsible for equity manager monitoring at Stamford Associates, a UK-based investment consultancy. Martha holds a BSc in Economics from the University of Nottingham.
Read moreFIXED INCOME TEAM
Mathias Neidert, CFA
Managing Director, Head of Public Markets
Mathias is Head of Public Markets and a member of the firm's Senior Management Team. He joined bfinance as a Senior Associate in March 2008 focusing on manager research and selection in fixed income. He was named Head of Public Markets in 2014, managing a team of asset class specialists in charge of investment advisory within listed equity and fixed income.
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Xavier Blaiteau
Director, Fixed Income
Xavier Blaiteau joined bfinance in February 2017 as an Analyst within the Public Market team. Prior joining bfinance, Xavier spent two years at Lyxor AM in manager selection for both Mutual Funds and Hedge Funds. He holds a Masters degree in Finance from ESSCA, France.
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Rickey Thevakarrunai, CFA
Director, Fixed Income
Rickey Thevakarrunai joined bfinance in May 2023 as a Director within the Public Markets Team. Prior to joining bfinance, Rickey spent 10 years at abrdn as a senior investment analyst covering manager selection for fixed income, equity and multi-asset funds.
Read moreDIVERSIFYING STRATEGIES TEAM
Toby Goodworth
Managing Director, Head of Liquid Markets
Toby Goodworth is Head of Liquid Markets at bfinance and a member of the firm's Senior Management Team. Previously, he was Head of Risk Management and a member of the Investment Committee at Key Asset Management, one of Europe's oldest fund of hedge funds.
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Chris Stevens
Senior Director, Diversifying Strategies
Chris is a Senior Director within the Diversifying Strategies team and is responsible for liquid alternative and multi-asset research. Chris joined bfinance as an analyst in May 2011 from JM Finn & Co where he worked in client services.
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Pravir Sharma
Director, Diversifying Strategies
Prav is a Director within the Diversifying Strategies team responsible for liquid alternatives and multi-asset research. Prav joined bfinance as an Analyst in 2015, following the completion of his MSc in Investment Management from Cass Business School and an BSc honours degree in Economics from the University of Surrey.
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