bfinance bfinance
  • Home
  • What we do
    • Manager research and selection
    • Strategic asset allocation
    • Portfolio design​
    • ESG advisory​
    • Operational due diligence
    • Monitoring
    • Risk solutions
    • Fee reviews
    • Asset Class Coverage
      • Equities
      • Fixed income
      • Hedge funds
      • Multi asset
      • Diversifying strategies
      • Private equity
      • Private debt
      • Real estate
      • Infrastructure
  • Who we help
    • Pension Funds
    • Insurers
    • Wealth Managers
    • Family Offices
    • Sovereign Funds
    • Sharia Investors
    • Endowments and Foundations
    • Asset Manager Platform
    • View All Case Studies
  • Who we are
    • The Team
      • Investment Specialists
      • Client Consultants
      • Corporate
    • Awards
    • Latest News
    • Careers
    • ESG and Sustainability
    • Our Locations
  • Insights
    • All Insights
    • Webinar recordings
  • Contact
Putting power in investors' hands

Select your language

  • Français (France)
  • Deutsch (DACH)
  • Italiano (Italia)
  • Dutch (Nederlands)
  • English (United States)
  • English (Canada)
  • French (Canada)
bfinance bfinance
  • Home
  • What we do

    Investment Consulting

    Strategy

    • Strategic asset allocation
    • Portfolio design​
    • ESG advisory​

    Implementation

    • Manager research and selection
    • Operational due diligence

    Oversight

    • Monitoring
    • Risk solutions
    • Fee reviews

    Asset class coverage

    Liquid markets

    • Equities
    • Fixed income
    • Hedge funds
    • Multi asset
    • Diversifying strategies

    Private markets

    • Private equity
    • Private debt
    • Real estate
    • Infrastructure
  • Who we help

    Investors

    • Pension Funds
    • Insurers
    • Wealth Managers
    • Endowments and Foundations
    • Family Offices
    • Sovereign Funds
    • Sharia Investors

    Fund managers

    • Asset Manager Platform

    Case studies

    • View All Case Studies
  • Who we are
    • The Team
      • Investment Specialists
      • Client Consultants
      • Corporate
    • Awards
    • Latest News
    • Careers
    • ESG and Sustainability
    • Our Locations
  • Insights
    • All Insights
    • Webinar recordings

    Mega Menu Latest Insights

    AI, hyperscalers and corporate bond indices: signal or narrative?

    AI, hyperscalers and corporate bond indices: signal or narrative?

    Tsao: building a credible impact equity allocation

    Tsao: building a credible impact equity allocation

    Platform complexity: what still earns its place for wealth managers?

    Platform complexity: what still earns its place for wealth managers?

  • Contact

Search

Loading...
0 Filters
Filter by type
Clear All
All None

Categories

All None

Categories

All None

Categories

All None

Categories

  1. You are here:  
  2. Home
  3. Client Consultants
Ian Lyu

Ian Lyu

Director, Client Consulting

Ian possesses more than eight years of experience in the investment management industry. He began his career at Perpetual, one of Australia’s largest asset management firms, and prior to joining bfinance, he worked at a placement agent, specialising in connecting alternative investment managers with institutional investors across Australia.

Ian joined bfinance in February 2025 as a Client Consultant, working out of our Sydney office, where he focuses on enhancing the firm’s presence in Australia and New Zealand. He holds a Bachelor’s degree in Applied Finance from Western Sydney University.


More insights from the team:

AI, hyperscalers and corporate bond indices: signal or narrative?

AI, hyperscalers and corporate bond indices: signal or narrative?

We ask what record hyperscaler issuance means for investment-grade benchmarks, and where it matters for investors.

Tsao: building a credible impact equity allocation

Tsao: building a credible impact equity allocation

Impact investing in listed equities is often treated as the hard case compared with private markets. Critics argue that buying shares in the secondary market creates little...

Platform complexity: what still earns its place for wealth managers?

Platform complexity: what still earns its place for wealth managers?

A wealth firm can apply rigorous governance to every investment, fund or strategy that it offers and still, over time, end up with a platform that no one would deliberately build today.

CLO debt: Solvency II changes the capital equation for insurers

CLO debt: Solvency II changes the capital equation for insurers

A bfinance poll of EU insurers points to a material increase in CLO debt allocations through 2027.

Navigating semi-liquid private markets in a world of closed-end data

Navigating semi-liquid private markets in a world of closed-end data

Investors considering today’s expanded landscape of semi-liquid or evergreen vehicles for private market investing face a key challenge.

Portfolio resilience: rethinking the foundations

Portfolio resilience: rethinking the foundations

The ground beneath the idea of portfolio resilience has shifted in the ‘turbulent twenties’ – how can allocators adjust?

Private credit and the asset allocation challenge

Private credit and the asset allocation challenge

Increasingly, asset allocation models are treating Private Credit as a strategic asset class with its own clearly defined profile, rather than an implementation solution within a fixed income or...

bfinance Platform: real assets, UK open-ended property funds in five charts

bfinance Platform: real assets, UK open-ended property funds in five charts

M&A activity, such as the recent news of the combination of the Columbia Threadneedle and PATRIZIA UK property funds fits a neat narrative.

Markus Steinby

Markus Steinby

Director, Client Consulting

Markus is a Director and client consultant for bfinance in the Nordics, where he supports a range of investors in making better informed investment decisions across asset classes. With more than 20 years of experience from global investment markets across public and private asset classes, he has gained hands-on experience from managing investment processes, manager selection and due diligence, investment analysis and equity research provides. Before joining bfinance in 2025, Markus has held senior roles at MSCI, Aberdeen Asset Management and SEB, among others.


More insights from the team:

AI, hyperscalers and corporate bond indices: signal or narrative?

AI, hyperscalers and corporate bond indices: signal or narrative?

We ask what record hyperscaler issuance means for investment-grade benchmarks, and where it matters for investors.

Tsao: building a credible impact equity allocation

Tsao: building a credible impact equity allocation

Impact investing in listed equities is often treated as the hard case compared with private markets. Critics argue that buying shares in the secondary market creates little...

Platform complexity: what still earns its place for wealth managers?

Platform complexity: what still earns its place for wealth managers?

A wealth firm can apply rigorous governance to every investment, fund or strategy that it offers and still, over time, end up with a platform that no one would deliberately build today.

CLO debt: Solvency II changes the capital equation for insurers

CLO debt: Solvency II changes the capital equation for insurers

A bfinance poll of EU insurers points to a material increase in CLO debt allocations through 2027.

Navigating semi-liquid private markets in a world of closed-end data

Navigating semi-liquid private markets in a world of closed-end data

Investors considering today’s expanded landscape of semi-liquid or evergreen vehicles for private market investing face a key challenge.

Portfolio resilience: rethinking the foundations

Portfolio resilience: rethinking the foundations

The ground beneath the idea of portfolio resilience has shifted in the ‘turbulent twenties’ – how can allocators adjust?

Private credit and the asset allocation challenge

Private credit and the asset allocation challenge

Increasingly, asset allocation models are treating Private Credit as a strategic asset class with its own clearly defined profile, rather than an implementation solution within a fixed income or...

bfinance Platform: real assets, UK open-ended property funds in five charts

bfinance Platform: real assets, UK open-ended property funds in five charts

M&A activity, such as the recent news of the combination of the Columbia Threadneedle and PATRIZIA UK property funds fits a neat narrative.

Matthias Grimm

Matthias Grimm

Senior Director, Client Consulting

Matthias Grimm is a Senior Director of Client Consulting for the DACH region. He has more than 15 years of specialised experience advising institutional investors on complex investment challenges. His expertise spans portfolio strategy, manager selection, risk management, and bespoke solution design, underpinned by a proven track record of delivering measurable value to pension funds, insurers, endowments, and other sophisticated asset owners.


More insights from the team:

AI, hyperscalers and corporate bond indices: signal or narrative?

AI, hyperscalers and corporate bond indices: signal or narrative?

We ask what record hyperscaler issuance means for investment-grade benchmarks, and where it matters for investors.

Tsao: building a credible impact equity allocation

Tsao: building a credible impact equity allocation

Impact investing in listed equities is often treated as the hard case compared with private markets. Critics argue that buying shares in the secondary market creates little...

Platform complexity: what still earns its place for wealth managers?

Platform complexity: what still earns its place for wealth managers?

A wealth firm can apply rigorous governance to every investment, fund or strategy that it offers and still, over time, end up with a platform that no one would deliberately build today.

CLO debt: Solvency II changes the capital equation for insurers

CLO debt: Solvency II changes the capital equation for insurers

A bfinance poll of EU insurers points to a material increase in CLO debt allocations through 2027.

Navigating semi-liquid private markets in a world of closed-end data

Navigating semi-liquid private markets in a world of closed-end data

Investors considering today’s expanded landscape of semi-liquid or evergreen vehicles for private market investing face a key challenge.

Portfolio resilience: rethinking the foundations

Portfolio resilience: rethinking the foundations

The ground beneath the idea of portfolio resilience has shifted in the ‘turbulent twenties’ – how can allocators adjust?

Private credit and the asset allocation challenge

Private credit and the asset allocation challenge

Increasingly, asset allocation models are treating Private Credit as a strategic asset class with its own clearly defined profile, rather than an implementation solution within a fixed income or...

bfinance Platform: real assets, UK open-ended property funds in five charts

bfinance Platform: real assets, UK open-ended property funds in five charts

M&A activity, such as the recent news of the combination of the Columbia Threadneedle and PATRIZIA UK property funds fits a neat narrative.

Sarah Ablin

Sarah Ablin

Director, Client Consulting

Sarah is a Director of Client Consulting. Sarah has extensive experience in investment consulting and a deep commitment to delivering exceptional client outcomes. She works closely with French institutional investors, supporting them with tailored manager selection, portfolio design and strategic advisory services.


Market intelligence:

AI, hyperscalers and corporate bond indices: signal or narrative?

AI, hyperscalers and corporate bond indices: signal or narrative?

We ask what record hyperscaler issuance means for investment-grade benchmarks, and where it matters for investors.

Tsao: building a credible impact equity allocation

Tsao: building a credible impact equity allocation

Impact investing in listed equities is often treated as the hard case compared with private markets. Critics argue that buying shares in the secondary market creates little...

Platform complexity: what still earns its place for wealth managers?

Platform complexity: what still earns its place for wealth managers?

A wealth firm can apply rigorous governance to every investment, fund or strategy that it offers and still, over time, end up with a platform that no one would deliberately build today.

CLO debt: Solvency II changes the capital equation for insurers

CLO debt: Solvency II changes the capital equation for insurers

A bfinance poll of EU insurers points to a material increase in CLO debt allocations through 2027.

Navigating semi-liquid private markets in a world of closed-end data

Navigating semi-liquid private markets in a world of closed-end data

Investors considering today’s expanded landscape of semi-liquid or evergreen vehicles for private market investing face a key challenge.

Portfolio resilience: rethinking the foundations

Portfolio resilience: rethinking the foundations

The ground beneath the idea of portfolio resilience has shifted in the ‘turbulent twenties’ – how can allocators adjust?

Private credit and the asset allocation challenge

Private credit and the asset allocation challenge

Increasingly, asset allocation models are treating Private Credit as a strategic asset class with its own clearly defined profile, rather than an implementation solution within a fixed income or...

bfinance Platform: real assets, UK open-ended property funds in five charts

bfinance Platform: real assets, UK open-ended property funds in five charts

M&A activity, such as the recent news of the combination of the Columbia Threadneedle and PATRIZIA UK property funds fits a neat narrative.

Yohei Omichi

Yohei Omichi

Senior Director, Client Consulting

Yohei is the Head of Japan and a Senior Director at bfinance, where he leads the firm’s presence in the Japanese market and supports institutional investors in making well informed decisions across a broad range of asset classes. With more than two decades of experience in the investment industry, he has developed deep expertise in client engagement and portfolio solution. Before joining bfinance, Yohei spent 11 years at BlackRock in client-facing roles and 8 years at Mitsubishi UFJ Trust and Banking, gaining extensive hands-on experience in client engagement. He holds a degree from Keio University.


Market intelligence:

AI, hyperscalers and corporate bond indices: signal or narrative?

AI, hyperscalers and corporate bond indices: signal or narrative?

We ask what record hyperscaler issuance means for investment-grade benchmarks, and where it matters for investors.

Tsao: building a credible impact equity allocation

Tsao: building a credible impact equity allocation

Impact investing in listed equities is often treated as the hard case compared with private markets. Critics argue that buying shares in the secondary market creates little...

Platform complexity: what still earns its place for wealth managers?

Platform complexity: what still earns its place for wealth managers?

A wealth firm can apply rigorous governance to every investment, fund or strategy that it offers and still, over time, end up with a platform that no one would deliberately build today.

CLO debt: Solvency II changes the capital equation for insurers

CLO debt: Solvency II changes the capital equation for insurers

A bfinance poll of EU insurers points to a material increase in CLO debt allocations through 2027.

Navigating semi-liquid private markets in a world of closed-end data

Navigating semi-liquid private markets in a world of closed-end data

Investors considering today’s expanded landscape of semi-liquid or evergreen vehicles for private market investing face a key challenge.

Portfolio resilience: rethinking the foundations

Portfolio resilience: rethinking the foundations

The ground beneath the idea of portfolio resilience has shifted in the ‘turbulent twenties’ – how can allocators adjust?

Private credit and the asset allocation challenge

Private credit and the asset allocation challenge

Increasingly, asset allocation models are treating Private Credit as a strategic asset class with its own clearly defined profile, rather than an implementation solution within a fixed income or...

bfinance Platform: real assets, UK open-ended property funds in five charts

bfinance Platform: real assets, UK open-ended property funds in five charts

M&A activity, such as the recent news of the combination of the Columbia Threadneedle and PATRIZIA UK property funds fits a neat narrative.

More Articles …

  1. Brooke Bowen
  2. Armin Dolzer
  3. Alexander McHenry
  4. Hugh McMahon
  • 1
  • 2
  • 3

Page 2 of 3

Contact Us

Locations

  • Europe
  • North America
  • Asia Pacific
  • Middle East

Legal

  • Terms of Use
  • Privacy Policy
  • Cookie Policy
  • Important Disclosures
Address: 36 Queen Street, London, EC4R 1BN
Phone: 020 7747 8600
Contact Us: Enquiry Form
  • Investment Advisory
  • Manager Selection

Copyright © 2026 bfinance. All Rights Reserved.