Sélectionnez votre langue
English (Global) 
Deutsch (DACH) 
Italiano (Italia) 
Dutch (Nederlands) 
English (United States) 
English (Canada) 
French (Canada) 
DERNIÈRES NOUVELLES
Un soutien personnalisé pour la mise en œuvre des investissements. Expertise et prise en charge opérationnelle, quand vous en avez besoin. Prenez le contrôle.
Stratégie
Nous aidons nos clients à optimiser leur allocation d'actifs à long terme.
Mise en œuvre
Le modèle bfinance met les investisseurs aux commandes d'un processus puissant et éprouvé.
Surveillance
Analyse disponible à tous les niveaux de votre portefeuille.
Couverture des classes d'actifs
Fournir une expertise approfondie sur les marchés liquides et non cotés.
bfinance travaille pour des détenteurs d'actifs du monde entier sur la mise en œuvre de leur stratégie d'investissement.
- Missions: 1,600+
- Clients: 540+
- Pays: 45+
- Bureaux: 11
Ce que disent nos clients
Ils sont aussi proches de la perfection qu'il est possible de l'être. Si vous leur demandez de faire quelque chose, ils le font rapidement. Je les trouve très utiles.
Les rapports que j'ai lus sont remarquables en termes de qualité et de quantité d'information. Ces informations sont exactement celles dont nous avions besoin pour prendre une décision en toute connaissance de cause.
Ils sont à l'écoute de leurs clients et s'adaptent à chaque exigence du client. Ils adaptent leurs solutions et restent flexibles pour trouver celle qui marchera avec vous.
Investors Should Re-evaluate Fees in the ‘Turbulent Twenties’
In a new macroeconomic environment, cost management requires fresh attention from investors. Inflation and higher-for-longer rates have created upward pressure on expenses in a variety of areas, from technology to team member salaries....
DERNIÈRES ÉTUDES DE CAS
La mise en œuvre en point de mire
Recent Case Studies - Home Page (non-Sharia)
Portfolio & Manager Review
A UK pension fund appointed bfinance to support them in the review and potential reconfiguration of its active global equity and multi-asset credit portfolios.
Listed Infra and REITs portfolio review
A Swiss foundation engaged bfinance to assist its investment team with a strategic review of its global listed infrastructure and REITs portfolio. The foundation's current portfolio includes two...
CMA and SAA Support
A Middle Eastern endowment engaged bfinance to assist in refining its Shariah-compliant Strategic Asset Allocation (SAA) and broader investment strategy.
Strategic Asset Allocation, Global
A UK-based family office engaged bfinance to assist in defining a Strategic Asset Allocation (SAA) tailored to the needs of multiple generations within the family.
Operational Due Diligence, Multi-Asset Credit
A reinsurer was looking to increase its allocation to multi-asset credit and took the opportunity to review (and potentially replace) its incumbent manager.
Operational Due Diligence, Real Estate
A large UK corporate pension scheme appointed bfinance to conduct a deep dive ODD assessment of one of its long-standing asset manager relationships due to escalating concerns, including negative...
Global Impact Equity
The investor was looking to upgrade their sustainable ESG offering to a stronger impact proposition which could demonstrate positive impact contributions across multiple sustainable development...
Global Shariah Equity
The client, a Middle Eastern insurance company, was seeking Shariah-compliant active global equity solutions, to be be managed in a segregated account structure (‘Discretionary Portfolio Management’...
European Equity
The client, a prominent Italian private pension investor, was seeking at least one pan-European equity manager to complement their existing European equity allocation.
Policy and Strategic Asset Allocation support
The client, a Middle-Eastern financial institution, sought support for reviewing and creating its Shariah-compliant Investment Policy Statement (‘IPS’), Strategic Asset Allocation and risk...
Equity Portfolio Design
The investor, a Canadian pension plan, engaged bfinance to reassess the design of their existing equity portfolio, with the aim to suggest fresh approaches that would be diversified across risk...
Strategic Asset Allocation
In early 2023, an Italian family office engaged with bfinance to create a Strategic Asset Allocation (SAA) for its new asset portfolio.
INSCRIPTION AU BULLETIN D'INFORMATION
Recevez les dernières informations de bfinance
Inscrivez-vous à notre bulletin d'information et recevez les dernières informations de bfinance par courriel.
