Working with
Wealth Managers

Retail investors are demanding access to the same asset classes and investment strategies as HNW or institutional investors. bfinance supports wealth management investment teams globally with both discretionary and advisory services, providing access to the full landscape of institutional-quality managers across liquid and private markets, an unconstrained search process and competitive fees.


Wealth Manager Investment Survey

Insurers Investment Trends

Featuring data from 120 wealth managers around the globe, identifies significant changes in investment capabilities, ESG integration and strategy.

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Evolving challenges

Amid an increasingly competitive and price-conscious market, wealth managers are innovating in order to enhance product offerings, develop capabilities and grow market share.

The demands of UHNW/HNW/affluent clients are changing, with rising interest in alternative investments and ESG themes, as well as a greater willingness to enter specific investment opportunities on an ad hoc basis alongside conventional discretionary mandates.

Meanwhile, an increasingly diverse investment opportunity set across developed and emerging markets can create difficult decisions around capacity and resourcing.

Supporting wealth manager clients

Wealth managers and multi family offices represent a substantial (>15%) and growing proportion of bfinance’s client base. These partnerships have been founded on a highly flexible, modular, customisable service model: bfinance works as an appropriate extension of the specific wealth manager’s team.

Manager research and selection continues to be the most popular service for this group of clients, followed by strategic portfolio design (particularly in private markets), performance monitoring and fee reviews.

In the case of manager selection, wealth managers are seeking institutional-quality managers at highly competitive fees—whether they are replacing incumbents or entering new asset classes. In the case of newer investment strategies we note particularly strong current demand among this group for private markets, liquid alternatives and ESG-oriented solutions.

Latest case studies

This Middle Eastern wealth manager sought bfinance’s assistance in building a portfolio of...

This US wealth manager sought to update its relatively conservative fixed income portfolio in...

This UK wealth manager asked for assistance from bfinance to evaluate potential investments in new...

A UK foundation aimed to identify a core multi-manager hedge fund product, targeting cash plus...

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