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Institutional DNA.
Applied to modern wealth.
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 expertise could support 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 that bias our advice. That independence is what allows us to give you a genuinely whole-of-market view.
Your internal team stays in control. We handle the specialist heavy lifting, from market-wide RFPs to deep-dive 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 specialists.
Every search is whole-of-market. No preferred candidates, no pre-selected managers. We challenge incumbents objectively and surface genuinely differentiated opportunities.
Competitive tendering drives fees down. We achieve average savings of 15% across all strategies reviewed, protecting your margins and delivering real value to clients.
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 specialist bandwidth 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 robust long-term allocation frameworks and risk-rated model portfolios.
Risk-rated model portfolio design across public and private markets
Market-wide, competitive RFP process. No buy-lists, no prepackaged research. Fully customised to your needs.
Full market coverage, complete audit trail
From manager search and selection to multi-manager programmes. Specialist teams across Private Equity, Private Credit, and Real Assets.
500+ private markets searches completed
Develop, refresh, or expand a liquid alts programme. From turnkey builds to targeted manager search, advisor-ready and proposition-led.
250+ diversifying strategy searches completed
Independent support across equities and fixed income, from identifying differentiated active strategies to passive optimisation, manager benchmarking, and performance attribution.
900+ traditional asset searches completed
Independent fee benchmarking and negotiation across public and private markets, protecting your margins and demonstrating clear value to clients.
40,000+ fee data points across 4,000+ managers
Award-winning ESG framework from beliefs through to implementation and accountability. Authentic impact, not a box-tick. PRI signatory, NZICI member.
Holdings-level ESG diagnostics
Independent manager oversight, operational due diligence, ESG monitoring, board support, and performance risk diagnostics, built to your scale.
Regulatory-ready reporting
From conversation to results, at pace
Our process puts your team in control from day one, with specialist resource deployed exactly 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.
Whole-of-market RFP. No buy-list. Our specialist teams screen the full universe, interact directly with managers, and apply rigorous quantitative and qualitative analysis to identify the strongest candidates.
Detailed qualitative review, identification of relative strengths and weaknesses, and in-depth due diligence meetings. Your team makes the final decision, fully informed and fully in control.
Leveraging real-time tender insights and competitive market data, we negotiate improved terms, with an average 15% saving across all 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.
25 years of independent investment consultancy. Offices in London, Amsterdam, Chicago, Dubai, Hong Kong, Munich, Paris, Rome, Switzerland, Sydney, Toronto, Montréal.
A complete private markets programme, not just a gateway
For wealth managers, access to private markets is only the starting point. What your clients need is a compelling, well-constructed programme, with the right managers, the right structures, and the tools to engage advisors effectively.
bfinance Access combines our 25+ years of private markets research and manager selection expertise with leading technology and infrastructure partners, delivering a fully white-labelled, end-to-end solution tailored to your firm and your client base.
Talk to the teamWe assess your existing capabilities, client segments, and programme 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-labelled open-ended or closed-ended structures, designed for your clients and carrying your brand.
Ongoing programme 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
- Rigorous manager search and due diligence
- Digitised 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.
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.
