Client consultant appointed by bfinance
Independent investment consultancy firm bfinance has appointed Daniele Goldberg as client consultant.
Goldberg joined after a decade of experience at Lloyds Banking Group across a variety of roles in the London and Sydney offices.
She was previously based in London covering UK pension fund and insurance clients as a fixed income sales specialist.
Based in Sydney, Goldberg would report to Australian senior director Frithjof van Zyp to expand the firm’s footprint 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,” van Zyp said.
“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.”
Malcolm Hunt, global head of client consulting and portfolio solutions at bfinance, said: “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”.
Recommended for you
The financial services industry is currently “overwhelmed with quality and quantity of candidates”, Kaizen Recruitment explains, leading executives to face 12-month long recruitment processes.
Zenith Investment Partners has appointed an experienced research executive as its new group head of research following the departure of Bronwen Moncrieff.
The financial services technology company has appointed two non-executive directors following its AGM earlier this year, where it flagged it would embark on a board renewal process.
Several wealth management companies have been selected as finalists at the inaugural awards, which champions those who have transformed the Australian economy with their AI solutions.