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French (Canada) - USA, Registered Investment Advisor
- 2024
- Liquid alts, private markets, portfolio consolidation, fee optimization, monitoring & risk analytics, advisor education
- The firm is pursuing an ambitious acquisition led growth strategy that aims to multiply assets under management several-fold within five years.
- Manager research and selection, Fee reviews
Our specialist says:
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.
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 acquisitionled growth strategy that aims to multiply assets under management several-fold within five years.
0-3
months
Establishing areas of challenge – needs of the client
The firm's investment infrastructure was struggling to keep pace with its growth. Challenges included:
Limited exposure to liquid alts, despite client appetite
A limited private markets offering
Inconsistent investment governance across acquired firms
A lean internal team that needed additional alternative expertise
The client quickly recognised that a London-based research team brought a valuable global perspective—offering intelligence, a deep network and opportunities beyond a purely domestic consultancy with global best-in-class managers. The priority was to deliver portfolio enhancements quickly alongside robust long-term governance.
3-6
months
How bfinance supported the client
Taking a holistic view on the challenges presented, bfinance supported the client in prioritization of needs— beginning with establishing a liquid alternatives programme.
Three strategic portfolios designed and tailored to client objectives
Six bespoke manager selection exercises to implement portfolios
Advisor education package design and delivery at annual conference
Through a market-wide RFP process: 83 managers evaluated, 40 proposals prepared, 17 managers selected. Not a “quick fix” — instead a robust, scalable solution designed for network wide adoption and adaptation as the firm scales.
6-9
months
Identifying additional challenges
As we continued to work hand-in-hand with the client, deeper strategic needs emerged:
The need for consistent and robust governance frameworks across the network
Fee benchmarking across existing portfolios to enhance cost transparency
These priorities surfaced through day-to-day collaboration and a shared understanding that sustainable growth required more than filling product gaps—it demanded a stronger, more coherent investment platform.
9-12+
months
Strengthening partnership and addressing challenges
As a trusted extension of the organization, strategic prioritization continues with the intent to support:
Portfolio consolidation & fees optimization
Private markets program
Ongoing monitoring and risk analytics
Acquisition due diligence support
This sequencing has allowed the client to meet immediate advisor demands without sacrificing the time and attention needed to strengthen the firm's investment foundation.
