Français (France) 
Deutsch (DACH) 
Italiano (Italia) 
Dutch (Nederlands) 
English (United States) 
English (Canada) 
French (Canada) 
Investment advisory solutions
Our range of services can fit together as part of a tailored solution, or function independently to fit our clients’ needs
A unique approach to investment advisory
At bfinance, we bring a distinctive approach to investment advisory, leveraging our extensive experience in manager search and selection. Our team consists of experts from diverse backgrounds in portfolio management, research, academia, and consultancy, providing you with interdisciplinary insights.
Our Core Principles:
Investment advisory solutions for a diverse range of clients:
We are dedicated to delivering the best possible outcomes for our clients and their stakeholders, including pensioners, universities, charities, businesses, families, and nations. Our custom-tailored investment advisory services cater to pension funds, endowments, foundations, family offices, sovereign funds, and insurers globally, empowering investors with flexibility and specialist expertise.
Pension Funds
We serve a diverse range of pension funds worldwide, offering solutions for both defined benefit and defined contribution portfolios.
Insurers
In today's lower-rate environment, we focus on providing best-in-class asset management expertise to insurance companies.
Endowments & Foundations
We understand the unique challenges faced by university endowments and charitable foundations.
Family Offices
Our flexible service offerings are tailored to meet the specific needs of single and multi-family offices.
Wealth Managers
In an increasingly competitive market, we assist wealth managers in enhancing their product offerings and capabilities.
Sovereign Funds
We support state and official institutions, including central banks, sovereign wealth funds, and government pension funds.
Sharia Investors
Our team collaborates with Sharia investors globally, serving clients in the Middle East, South-East Asia, and Australia.
Is your portfolio prepared for today's complex financial markets?
Are you prepared to navigate the dynamic complexities of today's financial markets? Institutional investors currently grapple with an unparalleled set of challenges in financial markets and macroeconomic conditions.
Asset owners encounter substantial obstacles on their journey to achieve investment objectives, requiring adept handling of an unprecedented risk climate. The diverse range of accessible asset classes requires specialised expertise, particularly in private market and alternative investments. Sustainable and impact investing landscapes are evolving, and regulations are constantly changing.
Achieve your investment objectives with our customised solutions:
Tailored Approach:
We provide custom solutions for different investors with varied priorities and needs.
Resilience and Opportunity:
Our advisory services help you assess future scenarios and identify attractive opportunities while mitigating risks.
Selecting the Right Partners:
We assist in choosing asset managers that align with your portfolio's unique requirements and target exposures.
Future-Proofing Investment Strategies:
In an ever-changing landscape, we help you review and refine your investment strategies for continued success.
Leading in Sustainability:
Stay ahead with innovative ESG strategies and monitoring, tailored to your evolving beliefs and policies.
Maximizing Value:
Our benchmarking and cost analysis help you achieve savings without compromising on your strategic goals.
