Neil Holmes
Senior Director - Versicherungskundenberatung
Neil ist Senior Director und leitender Versicherungsspezialist im Kundenberatungsteam. Bevor er 2018 zu bfinance kam, konnte er auf eine lange Karriere im Asset Management und im Bankwesen zurückblicken, darunter 25 Jahre in der Betreuung von Versicherungskunden. Er hatte leitende Positionen bei Conning Asset Management, Credit Agricole Corporate and Investment Bank, Fortis Bank und Barclays inne und unterrichtete eine Zeit lang Finanzfachleute über Non-Bank Financial Institutions. Er hat einen BSc (Hons) der Universität von Bristol.
Weitere Veröffentlichungen der Spezialisten:
Properties of Performance: What Has Set Real Estate Fund 'Winners' Apart?
With an eye on recent difficulties in real estate portfolios, we ask: what has separated high-performing real estate managers from their weaker counterparts? And should investors consider adjusting...
‘Enhanced Indexation’ Gains Momentum as Investors Shift Gears
Asset owners are now grappling with fundamental tensions within equity portfolio design. The runaway performance of tech titans has led to fears of market over-concentration. At the same time,...
Time to Press for Better Fees in Private Markets?
A new survey of more than 300 investors (Global Asset Owner Survey, November 2024) indicates that more than 40% believe ‘like-for-like’ fees for Private Equity managers have decreased in the past...
Global Asset Owner Survey: Risk and Resilience
A secular macroeconomic transition has created an unenviable series of choices—and potential traps— for pension funds, insurers, endowments, foundations, family offices and other ‘asset owners’...
Diagnosis: Opportunity? Direct Lending in Healthcare
Private debt investors are eyeing apparently superior returns in healthcare lending, with funds’ net IRR targets suggesting a premium of more than 300bps versus conventional direct lending...
Manager Intelligence and Market Trends - November 2024
bfinance’s quarterly report in November 2024: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major...
Forget Hedge Fund Strategy Labels – Here Are Three Groups that Matter
Conventional hedge fund classifications, as taught by bodies such as the CFA Institute and CAIA, are based on asset managers’ investment techniques, processes and instruments: equity hedge,...
Seeking Diversity from Investment Managers
Diversity (or the lack of) has been a hot topic across the asset management industry for decades. However, a growing number of investors are seeking managers who encourage and display high levels of...