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Sam Gervaise-Jones, CFA
Directeur principal, responsable du conseil à la clientèle pour le Royaume-Uni et l'Irlande
Sam est à la tête de la division de conseil aux clients de bfinance au Royaume-Uni et en Irlande. Il est également le conseiller indépendant du Cambridgeshire Pension Fund, nommé en 2020. Sam a rejoint bfinance en 2004 en tant qu'Associate principal dans l'équipe de recherche, se concentrant sur la sélection de gestionnaires dans un large éventail de classes d'actifs, avant de passer au conseil à la clientèle. Il a également dirigé l'expansion de la société aux États-Unis en 2016. Avant de rejoindre bfinance, Sam a passé 4 ans chez Standard & Poor's dans leur activité de notation de fonds. Sam détient la certification CFA, l'IMC et les désignations Series 7, 24, 62 et 79, en plus d'une maîtrise (Oxon) en mathématiques de l'Université d'Oxford.
Market intelligence:
Manager Intelligence and Market Trends - February 2025
bfinance’s quarterly report in February 2025: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major...
Impact Private Debt: DNA of a Manager Search
The ‘Impact Private Debt’ sector has undergone a significant phase of expansion during the past two years. This report presents an overview of currently available strategies, while an illustrative...
Four Family Office Trends to Watch in 2025
‘Energy transition’ tailwinds should, it is often argued, boost the prices of particular commodities in the years ahead.
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...
