bfinance
Sam Gervaise-Jones has extensive experience in the investment consulting sector, currently serving as the Head of Client Consulting for bfinance in the UK and Ireland since August 2004. In this role, Sam oversees a team dedicated to building and maintaining advisory relationships with UK Corporate Pension Funds, Local Authority Pension Funds, and Insurance Companies. Previously, Sam worked as a Principal in US Investment Consulting and a Senior Associate in Manager Research at bfinance, where responsibilities included conducting investment manager searches and selections for institutional clients across various asset classes. Prior experience includes serving as a Rating Analyst at Standard & Poor's, focusing on qualitative fund manager ratings. Sam holds an MA in Mathematics from the University of Oxford and completed a course on Responsible Investment through PRI Academy.
bfinance
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bfinance works for asset owners around the globe on investment implementation, strategy development and portfolio oversight/optimization. Key services—detailed below—include manager research and selection, operational due diligence, ESG advisory, strategic asset allocation, portfolio design, portfolio monitoring, risk solutions and fee reviews. Founded in 1999, the London-headquartered firm has conducted engagements for more than 500 clients in 45 countries and has 10 offices globally. https://www.bfinance.com/us/important-disclosures-us