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French (Canada) - Europe, Multi-Family Office / Wealth Manager
- 2009
- Fixed Income, Equities, Liquid Alts, Global
- Not disclosed
- Retain independence, strengthen governance, expand investment offerings
- Manager Research and Selection
Our specialist says:
It’s been rewarding to watch this client grow from a small, ambitious family office into a sophisticated wealth manager. Over 15 years, our collaboration has evolved alongside them; always grounded in trust, transparency, and a shared commitment to doing things properly.
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 boutique advisory business to a full-service wealth manager with a diversified investment offering.
Year
1
Establishing areas of challenge
Having built a reputation for independence and investment discipline, the firm faced key challenges after separating from its parent organisation:
Loss of central research and manager selection resources
Small investment team requiring external bandwidth and expertise
Desire to retain full decision-making control while accessing the manager universe
Strong need for transparency and competitive fee structures to remain cost-efficient
Supporting a new CIO and evolving investment governance framework
The firm was seeking a partner who could extend its investment capabilities while preserving independence and control.
Year
2-11
How bfinance supported the client
bfinance first partnered with the client on a high-yield bond search. This marked the beginning of a 15-year relationship spanning more over ten manager searches across asset classes.
Six bespoke manager search mandates across Fixed Income, Equities and Liquid Alts
Full documentation and audit trail for governance and board discussions
Transparent process enabling fee savings and competitive benchmarking
bfinance’s model provided the structure, data and due diligence depth once available within the client’s previous banking group, without compromising its independent decision-making model.
Year
12
Identifying additional challenges
As the client evolved from a boutique multi-family office into a full-service wealth manager, new priorities emerged:
Introducing private market strategies to meet client demand
Expanding advisory capabilities for foundations and charities
Throughout this evolution, bfinance remained a trusted partner, adapting to changes in leadership and helping the firm refine its investment architecture as its services diversified.
Year
12-15+
Strengthening partnership and addressing challenges
bfinance continues to act as an extension of the investment team, supporting ongoing manager selection and research activities.
Four bespoke manager search projects across fixed income, equities and private credit
Following transition of team members to other firms; the trust, credibility and quality of delivery has led to partnerships with other local wealth managers, demonstrating the strength of relationships built not only with the firm, but also with employees.
