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Sam Gervaise-Jones, CFA
Senior Directeur, Hoofd Client Consulting UK & Ierland
Sam staat aan het hoofd van de afdeling klantenadvies van bfinance in het Verenigd Koninkrijk en Ierland. Hij is ook de onafhankelijke adviseur van het Cambridgeshire Pension Fund. Sam kwam in 2004 bij bfinance als Senior Associate in het onderzoeksteam, waar hij zich richtte op de selectie van managers in een breed scala van beleggingscategorieën, voordat hij de overstap maakte naar client consulting. Hij leidde ook de uitbreiding van het bedrijf naar de VS in 2016. Voordat hij bij bfinance kwam, werkte Sam 4 jaar bij Standard & Poor's in hun fondsrating business. Sam is in het bezit van het CFA charter, IMC en Series 7, 24, 62 en 79 diploma's, naast een MA (Oxon) in wiskunde van de Universiteit van Oxford.
More insights from the team:
Diagnosis: Opportunity? Direct Lending in Healthcare
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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
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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...
Energy Transition and the Commodity Investment Conundrum
‘Energy transition’ tailwinds should, it is often argued, boost the prices of particular commodities in the years ahead.
Investors Should Re-evaluate Fees in the ‘Turbulent Twenties’
In a new macroeconomic environment, cost management requires fresh attention from investors. Inflation and higher-for-longer rates have created upward pressure on expenses in a variety of areas,...
Investor Spotlight: AIMCo CIO Goes for ‘Game-changing’ Business Transformation
A major shift is underway at Alberta Investment Management Corporation. The provincially-owned investment manager has commenced a comprehensive overhaul of systems that will support ‘total portfolio...
Global Sukuk: Sector in Brief
The Global Sukuk market has evolved significantly in recent years, as investors search for new and innovative routes to positive returns while navigating a landscape riddled with economic and...
