Service overview

Strategy development. Investment implementation. Monitoring and benchmarking. We help asset owners to achieve their specific goals.


We help clients to optimize their long-term asset allocation.


The bfinance model puts investors in the driving seat of a powerful and proven process.


Analysis available at every level of your portfolio.

Asset class coverage

Providing support across liquid and private markets.

bfinance works for asset owners around the globe on the implementation of investment strategy.

From fund manager research and selection to portfolio design and monitoring. There is no “one size fits all.” Every service is designed around each investor’s resources, requirements and relationships.
For clients
with total assets in excess of
$8+ trillion
Advised on
investments exceeding
$260+ billion
  • Engagements: 1,500+
  • Clients: 500+
  • Countries: 40+
  • Offices: 10


Italy's ecosystem of banking-originated Foundations is unique in the financial world. Created as part of a major banking system reform in 1990, these entities—which became the shareholders of savings banks—have an explicit objective to...

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