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    AI, hyperscalers and corporate bond indices: signal or narrative?

    AI, hyperscalers and corporate bond indices: signal or narrative?

    Tsao: building a credible impact equity allocation

    Tsao: building a credible impact equity allocation

    Platform complexity: what still earns its place for wealth managers?

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  3. Client Consultants (EN-CA)
11 January 2022
Marco Stigler-Thomas

Marco Stigler-Thomas, CFA

Director

Marco is a Director operating from our Munich office. Prior to joining bfinance, he was Vice President and Account Manager for PIMCO, focusing on client servicing for Germany, Austria, Switzerland and Central Eastern Europe. He has also held previous roles as an intern at Deutsche Bank Asset and Wealth Management in Frankfurt, focusing on passive investment solutions, and completed an internship with the third-party investment services and products team of Credit Suisse in Zurich. He has more than 10 years of investment experience and is a CFA Charterholder. He holds a CEMS Master’s in International Management and a master's degree in finance from Copenhagen Business School. He received his undergraduate degree from the University of Maastricht.


More insights from the team:

AI, hyperscalers and corporate bond indices: signal or narrative?

AI, hyperscalers and corporate bond indices: signal or narrative?

We ask what record hyperscaler issuance means for investment-grade benchmarks, and where it matters for investors.

Tsao: building a credible impact equity allocation

Tsao: building a credible impact equity allocation

Impact investing in listed equities is often treated as the hard case compared with private markets. Critics argue that buying shares in the secondary market creates little...

Platform complexity: what still earns its place for wealth managers?

Platform complexity: what still earns its place for wealth managers?

A wealth firm can apply rigorous governance to every investment, fund or strategy that it offers and still, over time, end up with a platform that no one would deliberately build today.

CLO debt: Solvency II changes the capital equation for insurers

CLO debt: Solvency II changes the capital equation for insurers

A bfinance poll of EU insurers points to a material increase in CLO debt allocations through 2027.

Navigating semi-liquid private markets in a world of closed-end data

Navigating semi-liquid private markets in a world of closed-end data

Investors considering today’s expanded landscape of semi-liquid or evergreen vehicles for private market investing face a key challenge.

Portfolio resilience: rethinking the foundations

Portfolio resilience: rethinking the foundations

The ground beneath the idea of portfolio resilience has shifted in the ‘turbulent twenties’ – how can allocators adjust?

Private credit and the asset allocation challenge

Private credit and the asset allocation challenge

Increasingly, asset allocation models are treating Private Credit as a strategic asset class with its own clearly defined profile, rather than an implementation solution within a fixed income or...

bfinance Platform: real assets, UK open-ended property funds in five charts

bfinance Platform: real assets, UK open-ended property funds in five charts

M&A activity, such as the recent news of the combination of the Columbia Threadneedle and PATRIZIA UK property funds fits a neat narrative.

11 January 2022
David Ness

David Ness

Senior Director

David is a senior director and client consultant for bfinance US. With over 20 years of investment management and financial services history, he brings a wealth of experience to the client consulting position at bfinance.

Prior to joining the team at bfinance, he launched the institutional business line for Crescent Grove Advisors where he also was a member of the model portfolio and investment committees. David served in several investment roles within BMO Global Asset Management and M&I Investment Management Corp. With BMO/M&I, he held positions as an institutional portfolio manager, financial analyst, and interim Treasurer of the Marshall Funds. David began his career with Waterhouse Securities where he held roles as an investment consultant and advisor.

David earned his MBA from Marquette University and his undergraduate degree from the University of Wisconsin – Green Bay in Economics. David is a member of the CFA Society of Milwaukee.


More insights from the team:

AI, hyperscalers and corporate bond indices: signal or narrative?

AI, hyperscalers and corporate bond indices: signal or narrative?

We ask what record hyperscaler issuance means for investment-grade benchmarks, and where it matters for investors.

Tsao: building a credible impact equity allocation

Tsao: building a credible impact equity allocation

Impact investing in listed equities is often treated as the hard case compared with private markets. Critics argue that buying shares in the secondary market creates little...

Platform complexity: what still earns its place for wealth managers?

Platform complexity: what still earns its place for wealth managers?

A wealth firm can apply rigorous governance to every investment, fund or strategy that it offers and still, over time, end up with a platform that no one would deliberately build today.

CLO debt: Solvency II changes the capital equation for insurers

CLO debt: Solvency II changes the capital equation for insurers

A bfinance poll of EU insurers points to a material increase in CLO debt allocations through 2027.

Navigating semi-liquid private markets in a world of closed-end data

Navigating semi-liquid private markets in a world of closed-end data

Investors considering today’s expanded landscape of semi-liquid or evergreen vehicles for private market investing face a key challenge.

Portfolio resilience: rethinking the foundations

Portfolio resilience: rethinking the foundations

The ground beneath the idea of portfolio resilience has shifted in the ‘turbulent twenties’ – how can allocators adjust?

Private credit and the asset allocation challenge

Private credit and the asset allocation challenge

Increasingly, asset allocation models are treating Private Credit as a strategic asset class with its own clearly defined profile, rather than an implementation solution within a fixed income or...

bfinance Platform: real assets, UK open-ended property funds in five charts

bfinance Platform: real assets, UK open-ended property funds in five charts

M&A activity, such as the recent news of the combination of the Columbia Threadneedle and PATRIZIA UK property funds fits a neat narrative.

11 January 2022
Ian Lyu

Ian Lyu

Director, Client Consulting

Ian possesses more than eight years of experience in the investment management industry. He began his career at Perpetual, one of Australia’s largest asset management firms, and prior to joining bfinance, he worked at a placement agent, specialising in connecting alternative investment managers with institutional investors across Australia.

Ian joined bfinance in February 2025 as a Client Consultant, working out of our Sydney office, where he focuses on enhancing the firm’s presence in Australia and New Zealand. He holds a Bachelor’s degree in Applied Finance from Western Sydney University.


More insights from the team:

AI, hyperscalers and corporate bond indices: signal or narrative?

AI, hyperscalers and corporate bond indices: signal or narrative?

We ask what record hyperscaler issuance means for investment-grade benchmarks, and where it matters for investors.

Tsao: building a credible impact equity allocation

Tsao: building a credible impact equity allocation

Impact investing in listed equities is often treated as the hard case compared with private markets. Critics argue that buying shares in the secondary market creates little...

Platform complexity: what still earns its place for wealth managers?

Platform complexity: what still earns its place for wealth managers?

A wealth firm can apply rigorous governance to every investment, fund or strategy that it offers and still, over time, end up with a platform that no one would deliberately build today.

CLO debt: Solvency II changes the capital equation for insurers

CLO debt: Solvency II changes the capital equation for insurers

A bfinance poll of EU insurers points to a material increase in CLO debt allocations through 2027.

Navigating semi-liquid private markets in a world of closed-end data

Navigating semi-liquid private markets in a world of closed-end data

Investors considering today’s expanded landscape of semi-liquid or evergreen vehicles for private market investing face a key challenge.

Portfolio resilience: rethinking the foundations

Portfolio resilience: rethinking the foundations

The ground beneath the idea of portfolio resilience has shifted in the ‘turbulent twenties’ – how can allocators adjust?

Private credit and the asset allocation challenge

Private credit and the asset allocation challenge

Increasingly, asset allocation models are treating Private Credit as a strategic asset class with its own clearly defined profile, rather than an implementation solution within a fixed income or...

bfinance Platform: real assets, UK open-ended property funds in five charts

bfinance Platform: real assets, UK open-ended property funds in five charts

M&A activity, such as the recent news of the combination of the Columbia Threadneedle and PATRIZIA UK property funds fits a neat narrative.

11 January 2022
Markus Steinby

Markus Steinby

Director, Client Consulting

Markus is a Director and client consultant for bfinance in the Nordics, where he supports a range of investors in making better informed investment decisions across asset classes. With more than 20 years of experience from global investment markets across public and private asset classes, he has gained hands-on experience from managing investment processes, manager selection and due diligence, investment analysis and equity research provides. Before joining bfinance in 2025, Markus has held senior roles at MSCI, Aberdeen Asset Management and SEB, among others.


More insights from the team:

AI, hyperscalers and corporate bond indices: signal or narrative?

AI, hyperscalers and corporate bond indices: signal or narrative?

We ask what record hyperscaler issuance means for investment-grade benchmarks, and where it matters for investors.

Tsao: building a credible impact equity allocation

Tsao: building a credible impact equity allocation

Impact investing in listed equities is often treated as the hard case compared with private markets. Critics argue that buying shares in the secondary market creates little...

Platform complexity: what still earns its place for wealth managers?

Platform complexity: what still earns its place for wealth managers?

A wealth firm can apply rigorous governance to every investment, fund or strategy that it offers and still, over time, end up with a platform that no one would deliberately build today.

CLO debt: Solvency II changes the capital equation for insurers

CLO debt: Solvency II changes the capital equation for insurers

A bfinance poll of EU insurers points to a material increase in CLO debt allocations through 2027.

Navigating semi-liquid private markets in a world of closed-end data

Navigating semi-liquid private markets in a world of closed-end data

Investors considering today’s expanded landscape of semi-liquid or evergreen vehicles for private market investing face a key challenge.

Portfolio resilience: rethinking the foundations

Portfolio resilience: rethinking the foundations

The ground beneath the idea of portfolio resilience has shifted in the ‘turbulent twenties’ – how can allocators adjust?

Private credit and the asset allocation challenge

Private credit and the asset allocation challenge

Increasingly, asset allocation models are treating Private Credit as a strategic asset class with its own clearly defined profile, rather than an implementation solution within a fixed income or...

bfinance Platform: real assets, UK open-ended property funds in five charts

bfinance Platform: real assets, UK open-ended property funds in five charts

M&A activity, such as the recent news of the combination of the Columbia Threadneedle and PATRIZIA UK property funds fits a neat narrative.

11 January 2022
Yohei Omichi

Yohei Omichi

Senior Director, Client Consulting

Yohei is the Head of Japan and a Senior Director at bfinance, where he leads the firm’s presence in the Japanese market and supports institutional investors in making well informed decisions across a broad range of asset classes. With more than two decades of experience in the investment industry, he has developed deep expertise in client engagement and portfolio solution. Before joining bfinance, Yohei spent 11 years at BlackRock in client-facing roles and 8 years at Mitsubishi UFJ Trust and Banking, gaining extensive hands-on experience in client engagement. He holds a degree from Keio University.


Market intelligence:

AI, hyperscalers and corporate bond indices: signal or narrative?

AI, hyperscalers and corporate bond indices: signal or narrative?

We ask what record hyperscaler issuance means for investment-grade benchmarks, and where it matters for investors.

Tsao: building a credible impact equity allocation

Tsao: building a credible impact equity allocation

Impact investing in listed equities is often treated as the hard case compared with private markets. Critics argue that buying shares in the secondary market creates little...

Platform complexity: what still earns its place for wealth managers?

Platform complexity: what still earns its place for wealth managers?

A wealth firm can apply rigorous governance to every investment, fund or strategy that it offers and still, over time, end up with a platform that no one would deliberately build today.

CLO debt: Solvency II changes the capital equation for insurers

CLO debt: Solvency II changes the capital equation for insurers

A bfinance poll of EU insurers points to a material increase in CLO debt allocations through 2027.

Navigating semi-liquid private markets in a world of closed-end data

Navigating semi-liquid private markets in a world of closed-end data

Investors considering today’s expanded landscape of semi-liquid or evergreen vehicles for private market investing face a key challenge.

Portfolio resilience: rethinking the foundations

Portfolio resilience: rethinking the foundations

The ground beneath the idea of portfolio resilience has shifted in the ‘turbulent twenties’ – how can allocators adjust?

Private credit and the asset allocation challenge

Private credit and the asset allocation challenge

Increasingly, asset allocation models are treating Private Credit as a strategic asset class with its own clearly defined profile, rather than an implementation solution within a fixed income or...

bfinance Platform: real assets, UK open-ended property funds in five charts

bfinance Platform: real assets, UK open-ended property funds in five charts

M&A activity, such as the recent news of the combination of the Columbia Threadneedle and PATRIZIA UK property funds fits a neat narrative.

More Articles ...

  1. Brooke Bowen
  2. Alexander McHenry
  3. James Harkness
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