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French (Canada) - Gulf Region, Wealth Manager
- 2021
- Shariah-compliant, private markets, SAA re-design, investment & risk policy development, operational due diligence, equities portfolio review
- Expansion of investment platform while maintaining Sharia compliance and strong governance standards
- Strategic asset allocation, Manager research and selection, Operational due diligence, Risk solutions
Our specialist says:
Wealth managers value a partner who can combine deep market intelligence with practical implementation support. By embedding alongside their internal teams and understanding their vision, we help translate ambition into actionable solutions.
A leading Sharia-compliant wealth management firm within the Gulf region, serving high-net-worth individuals, family offices, and institutional clients.
Week
1
Establishing areas of challenge
The client's wealth management division was seeking to expand its investment platform while maintaining Sharia compliance and strong governance standards. Challenges included:
Limited exposure to private markets and alternatives.
Need for Sharia-compliant structures within key asset classes.
Lean internal team requiring additional specialist capacity.
Desire to strengthen governance and transparency in manager selection.
The client's chief investment officer recognized bfinance's global reach and Sharia expertise—offering independent insight and a scalable approach to building new investment solutions appropriate to his client base.
Years
1-2
How bfinance supported the client
Taking a holistic view of the client's growth objectives, bfinance supported the review, design and implementation of Sharia compliant wealth solutions:
Manager search focused Sharia-compliant PE secondaries, supporting a $50m commitment.
Investment policy statement and SAA re-design; development of risk management framework and risk policy document.
bfinance's structured, transparent process provided the governance trail required for board approval and positioned the client to expand its private markets capability with confidence.
Years
3-4
Additional priorities and client feedback
As collaboration continued, strong client recognition and further strategic portfolio support provided:
Strong recognition of fee optimization via competitive search process, enabling best-in-class pricing directly enhancing the firm's own margins and profitability.
Equities portfolio review: leading to one bespoke search project to replace incumbent, consolidation of two managers for portfolio optimization purposes, and retention of an existing manager.
Fee related support, alongside the transparent and auditable process that bfinance provides, are seen as core tangible value-add beyond manager selection.
Year
4+
Strengthening partnership and addressing challenges
Our fully customized approach of working with clients enables us to truly explore and capture thematic markets to best serve the unique strategies of each client:
Supporting on implementation of a VC programme across thematic sleeves aligned with Vision 2030.
Recognition of transparency and auditability that strengthens internal and board-level decision-making.
This trusted relationship continues to evolve, helping the client meet investor appetite while maintaining a robust and transparent investment framework.
