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We speak with wealth managers every day.
These are the five challenges that come up time and again, and where we can make a real difference.
Growing client demand, an ever-expanding universe of strategies, and limited internal resources to navigate it, while building something differentiated and cost-efficient.
Traditional diversifiers aren't holding. Clients need uncorrelated return streams. Finding the right liquid alternatives, without adding operational complexity, is the challenge.
Average fees on $10m portfolios have fallen to 0.66%. Protecting margins means demonstrating clear value and actively managing underlying costs, not just talking about it.
Next-gen clients demand it. Regulators increasingly require it. Yet 76% of firms say ESG is a key differentiator while fewer than a third have a credible impact offering in place.
Poor oversight can cost more than 1% a year in returns. The stakes for investment governance, across risk management, compliance, and client trust, have never been higher.
If any of these challenges sound familiar, let's start a conversation about how independent investment support could help your team.
Contact our teamAn extension of your team. Not a replacement for it.
Wealth managers operate within a commercial, client-first, governance-driven framework. That means a different kind of support than a traditional institutional consultant provides.
We sit outside the distribution ecosystem you operate in. No in-house products, no competing OCIO offering, no commercial relationships with the managers we assess. That independence is what allows us to give you a broad, cross-market view.
Your internal team stays in control. We handle the detailed, time-intensive work, from market-wide RFPs to detailed ESG analysis to fee benchmarking, so your people can focus on the decisions that matter most.
We extend your team and never make investment decisions on your behalf. Your team leads every key decision with full access to our research and research teams.
Every search covers the broad manager market. No preferred candidates, no pre-selected managers. We assess incumbents on the same basis as every other manager and surface differentiated opportunities.
Competitive tendering is designed to put pressure on fees.
Every stage of every engagement is fully documented. Decisions are evidence-based and defensible, for your investment committee, your board, and your clients.
When your proposition needs to move across multiple fronts simultaneously, we provide the additional capacity to progress them in parallel, so you don't lose ground to the competition.
Support across your entire investment value chain
From shaping your proposition strategy through to monitoring and ongoing governance, and everything in between.
Evaluate client segments, identify product gaps, and assess the competitive landscape, then translate that into long-term allocation frameworks and risk-rated model portfolios.
Market-wide, competitive RFP process. No buy-lists, no prepackaged research. Fully customized to your needs.
From manager search and selection to multi-manager programs. Dedicated teams covering Private Equity, Private Credit, and Real Assets.
Develop, refresh, or expand a liquid alts program. From turnkey builds to targeted manager search, advisor-ready and proposition-led.
Independent support across equities and fixed income, from identifying differentiated active strategies to passive optimization, manager benchmarking, and performance attribution.
Independent fee benchmarking and negotiation across public and private markets, supporting your margins and helping you demonstrate value to clients.
ESG framework from beliefs through to implementation and accountability. A structured impact process, not a box-tick. PRI signatory, NZICI member.
Independent manager oversight, operational due diligence, ESG monitoring, board support, and performance risk diagnostics, built to your scale.
From conversation to implementation, at pace
Our process puts your team in control from day one, with resource deployed where it's needed.
We spend time understanding your business model, client segments, team structure, and strategic priorities. Every engagement is shaped around your specific context, not a standard template.
Market-wide RFP. No buy-list. Our research teams screen the broad manager universe, interact directly with managers, and apply quantitative and qualitative analysis to identify candidates that best fit your mandate.
Detailed qualitative review, identification of relative strengths and weaknesses, and detailed due diligence meetings. Your team makes the final decision, fully informed and fully in control.
Leveraging real-time tender insights and market data, we seek to negotiate improved terms across strategies reviewed.
The relationship deepens over time. As your needs evolve, whether new client segments, new asset classes or governance challenges, we're ready to help.
A complete private markets program, not just a gateway
For wealth managers, access to private markets is only the starting point. What your clients need is a well-structured program, with suitable managers and structures, and the tools to engage advisors effectively.
bfinance Access combines private markets research and manager selection knowledge with technology and infrastructure partners, delivering a fully white-labeled, end-to-end solution tailored to your firm and your client base.
Talk to the teamWe assess your existing capabilities, client segments, and program objectives, then design a long-term private markets strategy aligned to your firm.
Bespoke manager search and selection across PE, private credit, infrastructure, and real estate. Delivered through white-labeled open-ended or closed-ended structures, designed for your clients and carrying your brand.
Ongoing program management, interactive client dashboards, cashflow management, and advisor education resources, so your team can focus on client relationships rather than administration.
- White-label platform and fund structures
- Structured manager search and due diligence
- Digitized subscription and AML/KYC
- Client-level reporting via dashboards or API
- Cashflow management and capital call scheduling
- Advisor education and engagement materials
Success isn't about one-off projects, but rather it's about building trust and proving value over time. This is what makes the bfinance model unique. Our way of working with clients is based around their own needs, rather than a specific product.
The statement above is made by an employee of bfinance and reflects the views of bfinance. It is not a client testimonial and no compensation was paid in connection with it.
How wealth managers work with us
From first engagement to long-term strategic partnership, every relationship evolves around the client's needs, not ours.
Recent wealth manager case studies
European multi-family office and wealth manager
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...
Registered Investment Advisor headquartered in the United States
A fast-growing, private equity-backed Registered Investment Advisor headquartered in the United States. With more than 40 offices and over 200 financial advisors, the firm is pursuing an ambitious...
Sharia-compliant Wealth Management Firm
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...
Sharia-compliant PE Secondaries
This Middle Eastern wealth manager sought bfinance’s assistance in building a portfolio of Shariah-compliant private equity secondaries. Although the client was intent on accessing globally focused...
Fixed Income Portfolio Design
This US wealth manager sought to update its relatively conservative fixed income portfolio in order to meet the investment target of 3-5% per annum nominal returns—a topic that has become...
Portfolio Solutions – Real Estate Liquidity
This UK wealth manager asked for assistance from bfinance to evaluate potential investments in new real estate sub-asset classes or satellite strategies with the aim of improving the efficiency and...
Portfolio Solutions – Fee Review
This Australian asset owner engaged bfinance to provide a value-for-money assessment on a large, diversified portfolio of assets worth more than AUD100 billion.
Global Emerging Markets Equity
The client, a US-based wealth manager, had decided to terminate an existing relationship with an asset management firm due to the departure of a key portfolio manager. The international equity...
Absolute Return, Liquid Alternatives
This Wealth Manager sought to identify multiple liquid alternative managers to broaden their existing roster of alternative strategies. These new allocations were expected to provide diversification...
- BCG, Global Asset Management Report.
- CAIS, Annual Advisor Alternative Investments Survey.
- Cerulli Associates, U.S. High-Net-Worth and Ultra-High-Net-Worth Markets.
- IFA Magazine, citing Schroders Global Investor Insights Survey.
- KPMG, Investment governance and oversight benchmark.
