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Forward-thinking families
The combination of regulatory freedom, intergenerational horizons and pro-innovation attitudes can be a recipe for powerful investment results. One size definitely does not fit all, with investment decisions often sitting in a broader constellation of considerations relating to tax management, vehicle structuring, the activities of family-owned corporation(s), and ethical or philanthropic priorities.
We have worked with family offices to forge new paths in their investment portfolios, such as investing with environmental/social impact, exploring esoteric/new investment strategies and uncovering unfamiliar/emerging managers.
Supporting family offices’ needs
While bfinance has grown, we seek to provide family offices with the ‘best of both worlds’: the client-focus and innovation of a ‘small’ independently-owned firm, combined with the influence and perspective of a global institutional player. We aim to be there as and when you need us: the majority of family office clients use us for targeted support on a project basis (e.g. 8-12 weeks); long-term support is available where appropriate.
The most popular service for our family office clients has been manager research and selection: here, the bfinance process has helped these clients to research strategies, acquire market knowledge and uncover a broad range of solutions. Other key services for family offices include strategic portfolio design / strategic asset allocation, fee reviews, risk analytics, ESG advisory and operational due diligence.
Latest case studies
Strategic Asset Allocation, Global
A UK-based family office engaged bfinance to assist in defining a Strategic Asset Allocation (SAA)...
Strategic Asset Allocation
In early 2023, an Italian family office engaged with bfinance to create a Strategic Asset...
Strategic Asset Allocation and Whole-portfolio Design Review
The trustees of a Middle Eastern family office enlisted bfinance’s help to review the internal...
Risk Management Framework
This Middle Eastern family office engaged bfinance to design an inaugural risk-management...
Our latest articles and white papers
Latest Insights Carousel
Global Asset Owner Survey: Risk and Resilience
A secular macroeconomic transition has created an unenviable series of choices—and potential...
Diagnosis: Opportunity? Direct Lending in Healthcare
Private debt investors are eyeing apparently superior returns in healthcare lending, with funds’...
Manager Intelligence and Market Trends - November 2024
bfinance’s quarterly report in November 2024: read the team’s latest insights on institutional...
Forget Hedge Fund Strategy Labels – Here Are Three Groups that Matter
Conventional hedge fund classifications, as taught by bodies such as the CFA Institute and CAIA,...
Seeking Diversity from Investment Managers
Diversity (or the lack of) has been a hot topic across the asset management industry for decades....
Energy Transition and the Commodity Investment Conundrum
‘Energy transition’ tailwinds should, it is often argued, boost the prices of particular...
Investors Should Re-evaluate Fees in the ‘Turbulent Twenties’
In a new macroeconomic environment, cost management requires fresh attention from investors....
Investor Spotlight: AIMCo CIO Goes for ‘Game-changing’ Business Transformation
A major shift is underway at Alberta Investment Management Corporation. The provincially-owned...
Global Sukuk: Sector in Brief
The Global Sukuk market has evolved significantly in recent years, as investors search for new and...
Fixed Income: Time to Re-evaluate Credit Exposures, Consider CLOs?
The 2022-2024 period has provided new tests for investors’ fixed income and alternative credit...
