Sam Gervaise-Jones, CFA

Managing Director, Client Consulting

Sam Gervaise-Jones leads client consulting with strategic clients in the UK. Sam has over 20 years of experience in financial markets. He joined bfinance in 2004 where, as a Senior Associate in the research team, Sam advised clients on manager selection in a wide range of asset classes. Since 2007 Sam has been responsible for relationships with many of bfinance’s largest Corporate and Local Authority Pension clients in the UK. More recently, Sam led the expansion of bfinance into the US and bfinance’s activities with the LGPS Pooling organisations. Since 2020, Sam has also acted as an Independent Adviser to LGPS Funds, with Cambridgeshire, Essex, and London Borough of Hammersmith & Fulham Pension Funds all benefiting from his expertise. Prior to bfinance, Sam spent 4 years with Standard & Poor’s in their fund rating business. Sam holds the CFA charter, IMC and Series 7, 24, 62 and 79 designations in addition to an MA (Oxon) in Mathematics from the University of Oxford.