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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: 1,900+
- Clients: 620+
- Pays: 47
- Bureaux: 12
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.
Private credit and the asset allocation challenge
Increasingly, asset allocation models are treating Private Credit as a strategic asset class with its own clearly defined profile, rather than an implementation solution within a fixed income or alternatives portfolio.
DERNIÈRES ÉTUDES DE CAS
La mise en œuvre en point de mire
Recent Case Studies - Home Page (non-Sharia)
Saudi & GCC Shariah Equity
This Saudi Arabian Endowment was seeking to make further allocations to Shariah-compliant local and/or GCC regional active equities. Any investment style was in scope, with a preference for...
US Small & SMID Cap Equity
This Nordic endowment was seeking to add active equity exposure in US small or small-mid cap for a long time, attracted by the high potential return generation and a diversifying alpha source in...
Strategic Review of Target Date Fund Asset Allocation Methodology
A Canadian Financial Services Company has engaged bfinance to support in evaluating its glidepath asset allocation methodology for its Target Date Fund (‘TDF’) products.
Enhanced ESG Equity for a Dutch Pension Plan
A Dutch Pension Plan with EUR 1.3 billion in assets under management. bfinance has partnered with the pension plan since 2025, providing strategic advisory and manager search implementation services...
European multi-family office and wealth manager
A European multi-family office and wealth manager, serving high-net-worth families, foundations, and charities. bfinance has partnered with the firm since 2009, supporting its evolution from a...
Registered Investment Advisor headquartered in the United States
A fast-growing, private equity-backed Registered Investment Advisor headquartered in the United States. With more than 40 offices and over 200 financial advisors, the firm is pursuing an ambitious...
Sharia-compliant Wealth Management Firm
A leading Sharia-compliant wealth management firm within the Gulf region, serving high-net-worth individuals, family offices, and institutional clients. The new CIO, a 5-year client of bfinance at...
Global Equity Portfolio Design
A Middle Eastern endowment engaged bfinance to overhaul its several-hundred-million-dollar global equity allocation after more than ten years of underperformance versus its Shariah-compliant...
Private Debt Portfolio Design
An Asia-Pacific sovereign wealth fund engaged bfinance to explore the introduction of private debt as a new asset class, seeking to determine optimal allocation size, funding sources and a...
China Equity, High Alpha
This Canadian pension fund already had considerable experience in the Chinese equity market, with existing exposures to both Global Emerging Market Equity and China Equity Market Neutral strategies.
Enhanced Indexation, Global Equity
This Middle Eastern Family Office was seeking to add enhanced indexation to a public equity portfolio that had previously been fully invested in passive strategies. They sought experienced,...
Fixed Income and Equities Portfolio Design
A German pension and insurance plan engaged bfinance to review and refine their portfolio. The organisation manages a substantial, multi-billion EUR portfolio, composed of domestic and international...
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