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Neil Holmes

Neil Holmes

Directeur principal - Conseil aux clients de l'assurance

Neil est directeur principal et spécialiste senior en assurance au sein de l'équipe de conseil à la clientèle. Avant de rejoindre bfinance en 2018, il a mené une longue carrière dans la gestion d'actifs et la banque, dont 25 ans à couvrir les clients de l'assurance. Il a occupé des postes à responsabilité chez Conning Asset Management, Credit Agricole Corporate and Investment Bank, Fortis Bank et Barclays, et a passé une période à enseigner aux professionnels de la finance les institutions financières non bancaires. Il est titulaire d'un BSc (Hons) de l'université de Bristol.


Market intelligence:

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...

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,...

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...

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’...

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...

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...

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,...

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...