
Duncan Higgs
Managing Director, Head of Portfolio Solutions
Duncan Higgs is a Managing Director overseeing bfinance’s Portfolio Solutions division including portfolio strategy, risk analytics, fee reviews, portfolio monitoring and other services. He has 15 years of experience in investment consulting, including advisory and fiduciary services. Before joining bfinance he was a Director at Willis Towers Watson, where alongside his main responsibilities he was also part of the core team driving technology change in the investment business. Duncan also spent five years as a client manager at Cardano delivering tailored investment solutions to institutional clients. He graduated with a first class Master’s degree (with honours) in Physics from the University of Durham, is a CFA (Chartered Financial Analyst) charter holder and holds the IMC.
More insights from the team:

Transaction Cost Analysis: Has Transparency Really Improved?
Transaction cost analysis (TCA) awareness is on the rise, with equity and bond investors increasingly recognising trading as a key area of leakage.

Asset Owner Survey: Investors’ Costs and Fees
Investors are grappling with cost management challenges amid persistent inflation, heightened ESG requirements and regulatory burdens. To find out more, bfinance surveyed nearly 200 asset owners in...

Small Cap Equities: Time for Targeted Exposure?
Following a fundamental shift in macroeconomic conditions, we weigh up the attractions of small cap equities in an era of lower economic growth and elevated inflation and revisit the case for...

Equities and Inflation: Old Problems, New Lessons
During 2021-22, the results produced by active equity managers have been heavily influenced by the extent to which their portfolios have been ‘geared in’ to recent inflationary dynamics. Yet those...

FTX Debacle Highlights Key Points for Investor Due Diligence
BlackRock, Ontario Teachers’ Pension Plan and Sequoia Capital are among the named investors of FTX — the Bahamas-based cryptocurrency exchange whose collapse has made headlines across the financial...

Defensive Equities and Market Downturns
Through historic market downturns, defensive long-only equity strategies have shown a consistent ability to protect investor capital. Yet recent experiences have prompted questions around...

Portfolio Protection and Overlays: Time for a Rethink?
Following the considerable market losses endured in the first half of 2022, investors are taking the opportunity to weigh their own results and reassess resilience. Portfolio diversification,...

Are Your Asset Managers Equipped to Face Today’s Cyber Threats?
The profoundly altered work environment ushered in by COVID-19 has created new avenues for cyber-attacks—including collaboration tools, videoconferencing solutions, devices and cloud-based...