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Ultimi Approfondimenti
Supporto personalizzato per l'implementazione degli investimenti. Esperienza e professionalità, quando ne avete bisogno. A voi le redini ed il controllo.
Strategia
Assistiamo gli investitori a ottimizzare la loro asset allocation nel lungo periodo.
Implementazione
Il modello bfinance mette gli investitori alla guida di un processo efficace e collaudato.
Supervisione
Analisi disponibile ad ogni livello del vostro portafoglio.
Copertura delle asset classes
Profonda esperienza nei mercati liquidi e privati.
bfinance lavora per investitori in tutto il mondo sull'implementazione della strategia di investimento
- Incarichi: 1,900+
- Clienti: 620+
- Paesi: 47
- Uffici: 12
Cosa dicono i nostri clienti
Nessuno è perfetto, ma è il più vicino possibile alla perfezione. Se si chiede loro di fare qualcosa, lo fanno rapidamente.
I report che ho letto sono eccezionali in termini di ricchezza di informazioni. Le informazioni sono esattamente quelle necessarie per prendere una decisione informata.
Ascoltano il cliente e rispondono alle sue esigenze. Personalizzano le soluzioni e sono flessibili per trovare qualcosa che vada bene per il cliente.
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.
ULTIMI CASE STUDIES
Implementazione in primo piano
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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