PORTFOLIO SOLUTIONS


Duncan Higgs

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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Geraint Morgan

Geraint Morgan

Director, Portfolio Monitoring

Geraint is a Director of Portfolio Monitoring. Geraint joined bfinance in 2015. Geraint was previously Co-Head of Quantitative Research within the Skandia Investment Group, with responsibility for the quantitative monitoring of a wide range of multi-manager products and asset classes.

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Ruben Mutsaers

Ruben Mutsaers

Director, Portfolio Solutions

Ruben is responsible for the development, maintenance and delivery of bfinance’s investment strategy services and support to clients. He joined bfinance in 2015 as research analyst involved across public and private markets manager selection projects.

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Matthew Siddick

Matthew Siddick

Senior Director, Operational Risk Solutions

Matthew Siddick is a Senior Director in bfinance’s Portfolio Solutions team and leads the firm’s Operational Risk Solutions division. He has more than 15 years of experience in investment consulting across both advisory and fiduciary services.

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ESG & RESPONSIBLE INVESTMENTS


Sarita Gosrani

Sarita Gosrani, CFA

Director of ESG and Responsible Investment

Sarita leads bfinance’s ESG advisory unit and is responsible for the firm’s ESG and sustainability initiatives. Sarita works closely with the firm’s research teams where she provides oversight and expertise on ESG and impact, driving the continuous development and implementation of ESG frameworks across asset classes.

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