Service overview

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


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


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


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 fund manager research and selection to portfolio design and monitoring. There is no “one size fits all.” Every service is designed around each investor’s resources, requirements and relationships.
For clients
with total assets in excess of
$8+ trillion
Advised on
investments exceeding
$260+ billion
  • Engagements: 1,500+
  • Clients: 500+
  • Countries: 40+
  • Offices: 10

Recent testimonials

What our clients say

White Paper

The ‘Outsourced Chief Investment Officer’ (or ‘OCIO’) investment model is on the rise. Market volatility, increased portfolio complexity and growing regulatory burdens are encouraging the trend towards outsourcing. This concise ‘sector in...

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