All Articles tagged with 'David Vafai'

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A turning point for Japanese economy and capital markets drives two-way demand for bfinance’s new Tokyo office

bfinance, the independent global investment consultancy, has opened a new office in Tokyo. Yohei Omichi has been appointed Senior Director to lead the firm’s Japan presence, strengthening support for Japanese

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02 Mar 2026

bfinance appoints Ravi Rastogi as Managing Director and Global Head of Insurance

bfinance, the independent investment consultancy, has announced the appointment of Ravi Rastogi in a newly created senior leadership role: Managing Director and Global Head of Insurance. He will be based

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23 Jan 2026

bfinance appoints consulting industry veteran Donn Cox as head of North America

bfinance, the independent investment consultancy, today announces the appointment of Donn Cox as its first Head of North America. Cox—an industry veteran best known for founding LP Capital Advisors and his

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20 Nov 2025

bfinance appoints new chief operating officer to support global execution and innovation

Independent investment consultancy bfinance is pleased to announce the appointment of Odi Lahav as Chief Operating Officer. Lahav brings more than 25 years of leadership experience across financial services, technology,

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11 Jun 2025

Australian wealth managers turn to bfinance for institutional-grade investment solutions amid competitive pressures

bfinance, a global independent investment consultancy, has announced a strategic expansion of its wealth sector services, as wealth managers face growing demand for sophisticated, institutional-grade investment solutions. Responding to a

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26 Nov 2024

bfinance hires Olivier Cassin as global head of investments and research

bfinance, an independent investment consultancy, has announced the appointment of Olivier Cassin, who will lead the firms research and investment teams following bfinance’s recent management buyout. Mr Cassin returns to

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15 Mar 2023

Investment consultants with USD 10 trillion of assets under advice come together to launch Global ‘Net Zero’ Initiative

Twelve investment consulting firms, responsible for advising institutional asset owners on assets of approximately USD 10 trillion, have launched the Net Zero Investment Consultants Initiative (NZICI). Through nine specific action

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22 Sep 2021

bfinance strengthens sustainability offering with hire of Sarita Gosrani as Director, ESG & Responsible Investment

bfinance, the independent investment consultancy, has announced the appointment of Sarita Gosrani as ESG and Responsible Investment Director. Sarita will head up bfinance’s new ESG advisory unit based in its

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06 Aug 2021

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]