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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
In early 2023, an Italian family office engaged with bfinance to create a Strategic Asset...
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...
What our clients say
Our latest articles and white papers
Latest Insights Carousel
Money for Nothing? Hedge Funds Haven’t Budged on Hurdle Rates (Yet)
Although two years have now passed since the Federal Reserve started rapidly hiking interest...
Carbon Trading Strategies: Sector in Brief
This report provides a concise introduction to the investment characteristics of carbon compliance...
Investment Grade Corporate Bonds: Understanding Manager Performance
Investor appetite for investment grade fixed income grew significantly last year but active...
As Operational Risks Evolve, Investors Must Scrutinise Service Providers
Pension regulators around the globe are sending clear messages that investors must strengthen...
Revisiting the Case for Listed Real Assets
Four years ago, Listed Real Assets (LRA) boasted some of the strongest long-term risk-adjusted...
Climate and Biodiversity in Equity Investing
The climate imperative is driving new practices across all asset classes. Equity portfolios are...
Investor Spotlight: New London CIV CIO Champions Client-centred Thinking
Last month brought the announcement of a new Chief Investment Officer for London CIV – one of the...
Manager Intelligence and Market Trends - February 2024
bfinance’s quarterly report in February 2024: read the team’s latest insights on institutional...
Open-end Infrastructure Withstands Investor Cooldown
The year 2023 brought a slowdown in fundraising across private infrastructure funds – and private...
Fixed Income with Impact? GSS+ Bonds and Beyond - Sector in Brief
Recent years have brought significant developments for the GSS+ (Green, Social, Sustainability et...
