bfinance appoints Client Consultant to lead institutional investor expansion in Australia
bfinance, the independent investment consultancy, has announced the appointment of Daniele Goldberg as Client Consultant to support the continuing growth of bfinance’s operations in Australia.
Based in Sydney, Ms Goldberg will work closely with bfinance’s Australian Senior Director Frithjof van Zyp to further expand bfinance’s footprint in Australia and work closely with asset owner clients to help deliver bespoke manager implementation solutions such as manager search and selection, fee benchmarking, performance monitoring, and risk analytics.
Ms Goldberg joins bfinance with over a decade of experience at Lloyds Banking Group across a variety of roles in both the Sydney and London offices. Prior to joining bfinance in October, Ms Goldberg was based in London, covering UK pension fund and insurance clients as a Fixed Income Sales specialist.
Commenting on the appointment, Malcolm Hunt, Global Head of Client Consulting and Portfolio Solutions at bfinance, said: “It’s my absolute pleasure to welcome Daniele to the team.
“Since launching in Australia in 2015, the firm has become known for its high-quality investment consulting services, partnering with sophisticated institutional clients to provide customised strategic portfolio design, manager selection, fee reviews, and ongoing manager and risk monitoring support.
“Daniele’s institutional investment experience and history of building deep and trusting client relationships makes her an ideal addition to the team and represents an important step in the continued growth in our services to and support for the Australian market.”
Frithjof van Zyp, Australian Senior Director at bfinance, added: “I am delighted that Daniele has joined bfinance’s Sydney office to support our continued growth in Australia.
“Australian asset owners have faced significant change and challenges brought on by the COVID-19 pandemic, heightened further by continued regulatory changes and consolidation in the industry.
“As Australian investors maintain their strong focus on governance and best practices, we are well placed to assist our clients with bfinance’s robust decision-making solutions supported by trusted data and insights.
“Daniele brings to the team a great amount of enthusiasm, professionalism, and experience having worked with institutional investors for the past 10 years.
Daniele Goldberg said: “I am thrilled to be joining bfinance, and looking forward to working alongside Frithjof and our global colleagues in building on bfinance’s already strong reputation.
“Our bespoke service will continue to fill a gap in the Australian market, and I am excited by the opportunity to continue to build on this momentum.”
