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Forward-thinking families
The combination of regulatory freedom, intergenerational horizons and pro-innovation attitudes can be a recipe for powerful investment results. One size definitely does not fit all, with investment decisions often sitting in a broader constellation of considerations relating to tax management, vehicle structuring, the activities of family-owned corporation(s), and ethical or philanthropic priorities.
We have worked with family offices to forge new paths in their investment portfolios, such as investing with environmental/social impact, exploring esoteric/new investment strategies and uncovering unfamiliar/emerging managers.
Supporting family offices’ needs
While bfinance has grown, we seek to provide family offices with the ‘best of both worlds’: the client-focus and innovation of a ‘small’ independently-owned firm, combined with the influence and perspective of a global institutional player. We aim to be there as and when you need us: the majority of family office clients use us for targeted support on a project basis (e.g. 8-12 weeks); long-term support is available where appropriate.
The most popular service for our family office clients has been manager research and selection: here, the bfinance process has helped these clients to research strategies, acquire market knowledge and uncover a broad range of solutions. Other key services for family offices include strategic portfolio design / strategic asset allocation, fee reviews, risk analytics, ESG advisory and operational due diligence.
Latest case studies
Strategic Asset Allocation and Whole-portfolio Design Review
The trustees of a Middle Eastern family office enlisted bfinance’s help to review the internal...
Risk Management Framework
This Middle Eastern family office engaged bfinance to design an inaugural risk-management...
ESG Emerging Markets Equity
This Nordic Family Office sought to identify a minimum of two active global emerging market equity...
Renewable Energy Infrastructure
The investor, a UK public pension fund, aimed to identify renewable energy-focused infrastructure...
Our latest articles and white papers
Latest Insights Carousel
Rise of the Allocators: Multi-manager Strategies for Alternative Investing
Powerful forces have supported the growth and evolution of multi-manager models for ‘alternative’...
Recessions, Rising Rates and Received Wisdom in Fixed Income Investing
In a time of macroeconomic upheaval, bfinance’s fixed income team examines three popular beliefs...
Manager Intelligence and Market Trends - May 2023
bfinance’s quarterly report in May 2023: read the team’s latest insights on institutional investor...
How Alternative Investing is Evolving at Denmark's Velliv
Next month will mark five years since Velliv (formerly Nordea Liv and Pension, Denmark) left its...
Small Cap Equities: Time for Targeted Exposure?
Following a fundamental shift in macroeconomic conditions, we weigh up the attractions of small...
Multi-Strategy Hedge Funds - Sector in Brief
Multi-strategy hedge funds are currently under the spotlight following recent strong performance....
'Impact' in Private Equity: What Is Best Practice?
The ‘impact’ private equity sector is rapidly growing and maturing. Yet it is far from...
Are Equity Long/Short Managers Meeting Investors’ ESG and Climate Needs?
Equity long/short strategies are ahead of the curve on ESG and carbon emissions versus their hedge...
Manager Intelligence and Market Trends - February 2023
bfinance’s quarterly report in February 2023: read the team’s latest insights on institutional...
Commodities - Sector in Brief
Fewer than a quarter of institutional asset owners invest directly in commodities, according to...
