English (Global) 
Français (France) 
Deutsch (DACH) 
Italiano (Italia) 
Dutch (Nederlands) 
English (United States) 
French (Canada) 
Latest Insights
Customised support for investment implementation. Expertise and heavy lifting, when you need them. Take control.
Strategy
We help clients to optimise their long-term asset allocation.
Implementation
The bfinance model puts investors in the driving seat of a powerful and proven process.
Oversight
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.
- Engagements: 1,900+
- Clients: 620+
- Countries: 47
- Offices: 12
What our clients say
They are as near to perfection as they can be. If you ask them to do something, they do it quickly. I find them very helpful.
The reports I read are outstanding in terms of richness of information. The information is exactly what is needed to make an informed decision.
They listen to the client and they match their needs. They tailor their solutions and are flexible to find something that works for you.
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 alternatives portfolio.
Latest Case Studies
Implementation in focus
Newsletter Sign-Up
Get the latest insights from bfinance
Sign up to our newsletter and receive the latest bfinance insights by email.
Recent Case Studies - home page
Saudi & GCC Shariah Equity
This Saudi Arabian Endowment was seeking to make further allocations to Shariah-compliant local and/or GCC regional active equities. Any investment style was in scope, with a preference for...
US Small & SMID Cap Equity
This Nordic endowment was seeking to add active equity exposure in US small or small-mid cap for a long time, attracted by the high potential return generation and a diversifying alpha source in...
Strategic Review of Target Date Fund Asset Allocation Methodology
A Canadian Financial Services Company has engaged bfinance to support in evaluating its glidepath asset allocation methodology for its Target Date Fund (‘TDF’) products.
Enhanced ESG Equity for a Dutch Pension Plan
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...
European multi-family office and wealth manager
A European multi-family office and wealth manager, serving high-net-worth families, foundations, and charities. bfinance has partnered with the firm since 2009, supporting its evolution from a...
Registered Investment Advisor headquartered in the United States
A fast-growing, private equity-backed Registered Investment Advisor headquartered in the United States. With more than 40 offices and over 200 financial advisors, the firm is pursuing an ambitious...
Sharia-compliant Wealth Management Firm
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...
Global Equity Portfolio Design
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...
Private Debt Portfolio Design
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...
China Equity, High Alpha
This Canadian pension fund already had considerable experience in the Chinese equity market, with existing exposures to both Global Emerging Market Equity and China Equity Market Neutral strategies.
Enhanced Indexation, Global Equity
This Middle Eastern Family Office was seeking to add enhanced indexation to a public equity portfolio that had previously been fully invested in passive strategies. They sought experienced,...
Fixed Income and Equities Portfolio Design
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...
