Service overview

Customised support for investment implementation. Expertise and heavy lifting, when you need them. Take control.

Strategy

We help clients to optimise their long-term asset allocation.

Implementation

The bfinance model puts investors in the driving seat of a powerful and proven process.

Oversight

Analysis available at every level of your portfolio.

Asset class coverage

Providing deep expertise across liquid and private markets.

bfinance works for asset owners around the globe on the implementation of investment strategy.

From manager selection to portfolio design and monitoring. There is no “one size fits all.” Our investment advisory is designed around each investor’s resources, requirements and relationships.
For clients
with total assets in excess of
$8+ trillion
Advised on
investments exceeding
$280+ billion
  • Engagements: 1,600+
  • Clients: 540+
  • Countries: 45+
  • Offices: 11

Recent testimonials

What our clients say

White Paper

A secular macroeconomic transition has created an unenviable series of choices—and potential traps— for pension funds, insurers, endowments, foundations, family offices and other ‘asset owners’ around the globe. This biennial study draws...

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