bfinance

In case you missed it, watch our latest Liquid Markets Manager Watch webinar here: https://okt.to/8zgY39 In the latest episode, Kathryn Saklatvala, Martha Brindle, CFA, Rickey Thevakarrunai, CFA, and Prav Sharma assess activity from the latest quarter, and examine data for specific manager peer groups, while considering the drivers of stronger/weaker performance This series is designed to help investors put their recent performance (and that of their external managers) in context. #liquidmarkets #institutionalinvestors #onyourside

At our annual bfinance London Retreat last week, we had the pleasure of welcoming Dominic Colenso, founder of In Flow Training, who delivered a powerful presentation on the importance of 'Pitching with IMPACT'. The masterclass explored tools and techniques that, when adopted, allow us to become more impactful communicators. "To create an impact, we must move our interactions from the transactional to the transformational." A huge thank you to Dominic for the insightful and engaging presentation! #communication #Networking #onyourside

New Paper: Navigating Potential Pitfalls in 'Semi-liquid' Private Equity - https://okt.to/pxLNdw Liquidity-friendly vehicles for illiquid asset classes are on the rise. In order to avoid potential pitfalls, however, it is crucial to interrogate asset managers’ approaches. As part of our semi-liquid insight series, Anna Morrison and Julien Barral examine the rapidly growing landscape of evergreen private equity strategies. #SemiLiquids #privateequity #onyourside

We're very pleased to announce that Ian L. has joined bfinance as Director, Client Consulting, where he will work alongside Frithjof van Zyp, CFA out of Sydney office. On the appointment, Frithjof van Zyp, CFA said: "Ian’s appointment comes at a pivotal time for bfinance in Australia and New Zealand. His experience across institutional and wealth sectors, combined with a strong understanding of investment strategy and manager selection, will be instrumental as we deepen client relationships and deliver targeted solutions in an evolving market.” Thank you to AdviserVoice Pty Limited for covering the announcement. Read more here: https://okt.to/VZgzNx #assetmanagement #PeopleMoves #onyourside

New Paper: Download bfinance's latest quarterly report to get new insights on Institutional Investor client sentiment (including changes in manager search activity), Active Manager performance and market commentary from our team of market experts: https://okt.to/QHepuT Oliver Wade Geraint Morgan Duncan Higgs, CFA Ruben Mutsaers, CFA, CAIA Toby Goodworth Mathias Neidert Robert Doyle Olivier Cassin Martha Brindle, CFA #institutionalinvestors #assetmanagement #onyourside

New Paper: Impact Private Debt: DNA of a Manager Search - https://okt.to/axZWMT With a growing focus on impact investing, real-world allocators are navigating new challenges in manager selection. Using an illustrative manager search by a European pension fund (>€250 million), Sarita Gosrani, CFA and Thibault Sandret explore the key considerations shaping impact direct lending today. The case study highlights how impact strategies differ from conventional approaches—characterised by greater portfolio concentration, smaller investee companies, and a higher proportion of unsponsored debt. It also unpacks some of the critical debates in due diligence. #impactinvesting #PrivateDebtInvesting #onyourside

Duncan Higgs, CFA recently sat down with Impact-Investor.com, sister publication of Investment & Pensions Europe (IPE), to discuss the findings from our latest Global Asset Owner Survey, which revealed that 27% of investors are engaged in impact strategies and a further 26% are planning to enter the space. Duncan said: "The rise of private markets in portfolios is accelerating this shift, with investors recognising the power of asset managers to create meaningful impact through investment decisions and engagement strategies." Read the full article here: https://okt.to/2HA76d #impactinvesting #ESG #onyourside

???? ???????????????????? ?????? ???????????????????? ???????????? ???????????????? ???????? ???? ???????????????????? ???????????????????? ?????? ???????????????? ?????????????? ?????????????? ??????????????????. Despite the significant potential to enhance client portfolios, high-net-worth allocations to private markets remain strikingly low. Navigating this complex landscape, identifying the right opportunities, and crafting tailored solutions demand a trusted, expert partner. That’s where ???????????????? ???????????? comes in: - ???????????????????? ??????????????????: As a fully independent consultant, we provide programmes and solutions built through a fully client-centric lens, carefully aligned with your unique objectives. - ?????????????????????????? ??????????????????: Backed by 25+ years of private markets advisory experience, we integrate industry best practices in portfolio design and execution—delivering solutions built from the world’s leading fund managers. - ??????-????-?????? ??????????????????????: From strategy and implementation to ongoing management, we support wealth managers every step of the way—in partnership with select private markets technology and structure providers to enable distribution, operational efficiency, and scalability. With bfinance Access, we empower wealth managers to unlock the transformative potential of private markets for their clients and their organisations. Our service enhances client performance outcomes while positioning wealth managers as innovators—driving client acquisition and organisational growth. Bradley Budd, Head of bfinance Access, said: "It’s an honour to lead this initiative at such a pivotal moment in the private markets adoption curve for private wealth. By offering wealth managers a truly unique approach to implementation, I look forward to collaborating with firms exploring this asset class and helping them unlock its transformative potential for their clients and organisations." Alex Bozoglou, supporting the initiative, added: "With bfinance Access, we combine deep expertise in private markets, a decades-long heritage, and relationships with the world’s leading fund managers to deliver bespoke solutions. By applying industry best practices through a fully independent lens, we help wealth managers unlock growth opportunities and strengthen client relationships." Learn more about bfinance Access here: https://okt.to/nR7zpx Capital is at risk, bfinance provides services to those who meet the Financial conduct authority handbook definition of professional clients only. bfinance UK Limited is authorised and regulated in the UK by the Financial Conduct Authority. #wealthmanagement #privatemarkets #Investment

New Article: Four Family Office Trends to Watch in 2025: https://okt.to/YD1Pez With a theoretically broader remit for unconstrained esoteric investing, flexible time horizons and comparatively high return targets, family offices often tend to stand apart from institutional counterparts such as insurers and pension funds. In our latest article, Marco Stigler-Thomas, CFA delves into the data from our recent Global Asset Owner Survey and identifies four distinctive challenges and priorities for family offices in 2025. Oliver Wade Frans Verhaar #familyoffices #institutionalinvestors #onyourside

Thank you to mallowstreet for sharing our recent article from Duncan Higgs, CFA on fees in private markets. Analysing the data from our latest Global Asset Owner Survey, we found that 40% of investors believe ‘like-for-like’ fees for Private Equity managers have decreased in the past three years. Two years ago, however, the figure was just 20%. With many GPs under pressure amid slower fundraising and reduced investor satisfaction with performance, the article assesses whether now is the time to press for better terms. Read the article here: https://okt.to/h0ZXxF Download a copy of our latest Global Asset Owner Survey here: https://okt.to/N4fJzB #privatemarkets #fees #onyourside