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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
European multi-family office and wealth manager
A European multi-family office and wealth manager, serving high-net-worth families, foundations,...
Enhanced Indexation, Global Equity
This Middle Eastern Family Office was seeking to add enhanced indexation to a public equity...
Strategic Asset Allocation, Global
A UK-based family office engaged bfinance to assist in defining a Strategic Asset Allocation (SAA)...
Strategic Asset Allocation
In early 2023, an Italian family office engaged with bfinance to create a Strategic Asset...
What our clients say
Our latest articles and white papers
Latest Insights Carousel
Private credit and the asset allocation challenge
Increasingly, asset allocation models are treating Private Credit as a strategic asset class with...
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...
Manager Intelligence and Market Trends - August 2026
bfinance's quarterly report for August 2026: read the team's latest insights on institutional...
Investor Spotlight: PGB - can impact investing become the default setting for private markets portfolios?
While many asset owners continue to debate the role of impact investing, Pensioenfonds PGB has...
Investor Spotlight: KWAP - navigating technological shifts in quant equities
Kumpulan Wang Persaraan (Diperbadankan) (KWAP) is Malaysia’s public sector pension fund and...
Semi-liquid funds: managing the structural liquidity mismatch
Redemptions from US semi-liquid private credit funds continue to dominate the headlines. Often...
Investment Management Fees: Pricing pressure in the turbulent twenties
The latest instalment in the bfinance Fee and Cost Insight series highlights recent price...
Why don’t MAC strategies typically include emerging market debt?
Emerging market debt offers yields that are hard to ignore. Yet across 47 MAC strategies reviewed...
Infographic: private capital and German ‘place-based investing’
Governments are seeking to turn investors' attention closer to home in pursuit of resilience –...
How might a normalisation of credit spreads impact returns?
Since the 2007/08 Global Financial Crisis, aggressive monetary easing, prolonged low interest...
