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 his prior firm, immediately re-engaged

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 management framework.

This Middle Eastern family office engaged bfinance to design an inaugural risk-management framework for its USD 1.2 billion portfolio and, subsequently, to help implement the new structure.

The client engaged bfinance Risk Solutions to provide holistic portfolio risk reporting, following the selection of a group of alternative absolute return managers that were intended to improve portfolio diversification. The investor