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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 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...
ESG Emerging Markets Equity
This Nordic Family Office sought to identify a minimum of two active global emerging market equity...
Renewable Energy Infrastructure
The investor, a UK public pension fund, aimed to identify renewable energy-focused infrastructure...
Our latest articles and white papers
Latest Insights Carousel
Outsourced CIO (OCIO) - Sector in Brief
The ‘Outsourced Chief Investment Officer’ (or ‘OCIO’) investment model is on the rise. Market...
Private Equity Secondaries - Sector in Brief
Secondaries are under the spotlight due to a combination of surging fundraising activity, low...
Transaction Cost Analysis: Has Transparency Really Improved?
Transaction cost analysis (TCA) awareness is on the rise, with equity and bond investors...
ESG Assessment Challenges in Investment Manager Due Diligence
When selecting and monitoring external investment managers, it is increasingly important to...
Feeling the Heat? Taking the Temperature of Equity Portfolios
Many investors and asset managers are now focused on achieving low carbon intensity.
Manager Intelligence and Market Trends - August 2023
bfinance’s quarterly report in August 2023: read the team’s latest insights on institutional...
Investor Spotlight: Sweden’s AP7 Pushes Forward on Biodiversity
Martha Brindle, Director, Public Markets at bfinance sat down with Flora Gaber, Head of ESG...
Accessing the Climate Transition through Liquid Alternatives
Increasingly troubling news—from wildfire damage to sea temperature anomalies—continues to remind...
Shariah-compliant Private Market Investing
The number of Shariah-compliant private market solutions has boomed in recent years, supporting...
How Canada Post is Reducing Risk through Innovation
At the end of 2022, the Canada Post pension plan joined the growing list of pension funds across...
