Working with
Family Offices

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.

bfinance’s family office investment services

• Manager research and selection
  The most popular bfinance service area among family office clients is manager research and selection. Here, investment teams gain access to unparalleled market coverage, extensive knowledge transfer (enhancing the internal team’s expertise), and a detailed audit trail for all decisions. The search process also allows family offices to communicate specific requirements to a broad manager audience, such as bespoke structures or experience working with similar private investment entities.
• Operational due diligence
  Dedicated operational due diligence ensures a thorough evaluation of operational risk environments. Our process identifies potential threats associated with prospective partners, including compliance, cybersecurity, operational resilience, and governance frameworks. By mitigating these risks, family offices can confidently select and maintain trusted partnerships.
• Performance monitoring
  Our performance monitoring services provide ongoing oversight of your investments, ensuring your portfolio aligns with your strategic objectives. We conduct detailed fee reviews and performance monitoring, allowing family offices to compare costs and results against industry standards. This insight helps identify areas for improvement, enhancing transparency and cost-efficiency.
• Fee reviews
  We evaluate and benchmark your investment costs against industry standards, ensuring cost-effectiveness and transparency. By identifying opportunities for improvement, we help family offices achieve more efficient and streamlined investment structures.
• Strategic portfolio design
  We develop customised portfolio structures designed to meet your family office’s unique long-term financial goals and risk tolerance. Our approach ensures optimal investment performance through strategic diversification, active management, and alignment with your overarching objectives.
• ESG advisory
  Strengthen your family office’s commitment to responsible investing by integrating ESG principles into asset selection and risk management. We provide tailored advice to enhance sustainability and resilience, helping you achieve both financial and non-financial objectives.
• Strategic asset allocation
  Our strategic asset allocation services help optimise asset distribution to balance risk and return effectively. By understanding your investment goals, liquidity requirements, and risk appetite, we design portfolios that adapt to evolving market conditions and your family office’s specific objectives.

Why work with our family office investment research team?

• Control: We work as an extension of your team, providing the specialist expertise and resources needed to help pension funds navigate complex investment challenges while maintaining full oversight.
• Customisation: No two pension funds are the same. We tailor our research and advice to align with your specific objectives and in-house team's capabilities.
• Clarity: We believe in transparency, offering clear communication and full visibility to support strong governance and decision-making for pension funds.