A Dutch Pension Plan with EUR 1.3 billion in assets under management. bfinance has partnered with the pension plan since 2025, providing strategic advisory and manager search implementation services to enhance its equity portfolio with

A leading Sharia-compliant wealth management firm within the Gulf region, serving high-net-worth individuals, family offices, and institutional clients. The new CIO, a 5-year client of bfinance at his prior firm, immediately re-engaged

A Middle Eastern endowment engaged bfinance to overhaul its several-hundred-million-dollar global equity allocation after more than ten years of underperformance versus its Shariah-compliant benchmark, the Dow Jones Islamic Market

An Asia-Pacific sovereign wealth fund engaged bfinance to explore the introduction of private debt as a new asset class, seeking to determine optimal allocation size, funding sources and a governance-friendly implementation roadmap

A German pension and insurance plan engaged bfinance to review and refine their portfolio. The organisation manages a substantial, multi-billion EUR portfolio, composed of domestic and international fixed income strategies alongside a

A Bermudian reinsurance company engaged bfinance to review its investment strategy. The goal was to propose ways to increase risk-taking without compromising portfolio robustness.

A Saudi family office engaged bfinance to design a Strategic Asset Allocation (SAA) to address their specific challenges and support long-term financial sustainability.

A UK-based family office engaged bfinance to assist in defining a Strategic Asset Allocation (SAA) tailored to the needs of multiple generations within the family.

A Middle Eastern endowment engaged bfinance to assist in refining its Shariah-compliant Strategic Asset Allocation (SAA) and broader investment strategy.

The client, a Middle-Eastern financial institution, sought support for reviewing and creating its Shariah-compliant Investment Policy Statement (‘IPS’), Strategic Asset Allocation and risk management framework.

In early 2023, an Italian family office engaged with bfinance to create a Strategic Asset Allocation (SAA) for its new asset portfolio.

A UK-based Charity was seeking support for evaluating their current investment approach and strategic asset allocation.

This client, a Belgian pension fund, sought bfinance’s help in reviewing the appropriateness of its current strategic asset allocation (SAA) relative to its investment objectives.

The trustees of a Middle Eastern family office enlisted bfinance’s help to review the internal investment team’s approach to managing assets—the client wanted an independent assessment of the appropriateness of the internal team’s

A Saudi Arabian endowment sought to revamp its investment policy statement to reflect its evolving financial goals—and then develop a Shariah-compliant strategic asset allocation (SAA), accompanied by a multi-year deployment plan, to