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

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Latest News

bfinance appoints new chief operating officer to support global execution and innovation

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09 June 2025

Independent investment consultancy bfinance is pleased to announce the appointment of Odi Lahav as Chief Operating Officer.

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bfinance strengthens Australian presence with appointment of Ian Lyu as director of client consulting

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17 February 2025

Independent global investment consultancy bfinance has appointed Ian Lyu as Director, Client Consulting, to support growing demand from institutional investors, wealth managers, and family offices navigating an increasingly complex investment landscape.

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bfinance launches ‘bfinance access’ to help wealth managers deliver unique private market investment solutions

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13 January 2025

These solutions empower wealth managers to deliver unique offerings that align with clients’ desired risk/return profiles, while ensuring appropriate diversification and liquidity.

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More Articles …

  1. Investment consultancy bfinance hires new Head of Research and strengthens US team
  2. Independent investment consultancy bfinance completes management buyout
  3. bfinance adopts impact investing principles
  4. Investment consultants with USD 10 trillion of assets under advice come together to launch global ‘net zero’ initiative
  5. bfinance builds operational due diligence capability with hire of Matthew Siddick as Senior Director
  6. bfinance strengthens sustainability offering with hire of Sarita Gosrani as Director, ESG & Responsible Investment
  7. New independent client survey rates bfinance at record high
  8. bfinance strengthens Private Equity capability with hire of Anna Morrison as Senior Director, Private Markets
  9. bfinance strengthens Canada team with hire of Philip Coté, CFA, FRM as Director
  10. bfinance awarded exceptionally high ratings in independent “Voice of Customer” research by Strategex
  11. bfinance wins Investment Consultant of the Year award at the 2018 Global Investor Group Awards
  12. bfinance appointed to conduct manager search and selection for first private debt investment by five London LGPS
  13. Investor appetite for Real Assets remains strong into 2018.
  14. bfinance expands, with opening of first US office and appointment of US Managing Director
  15. Highly experienced institutional professional Malcolm Hunt appointed as firm's first Head of Portfolio Solutions
  16. bfinance welcomes Peter Hobbs as Managing Director of Private Markets
  17. bfinance is shortlisted in the Consultancy of the Year category for the upcoming European Pensions Awards 2016

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