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Investment Consultancy bfinance Launches Private Markets Service

Editorial Staff 13 January 2025

Investment Consultancy bfinance Launches Private Markets Service

Operating across the globe, the UK-headquartered firm, which specialises in investment manager research and selection, is pushing further into the private markets area.

Independent global investment consultancy, bfinance, has launched bfinance Access, a new service helping wealth managers to deliver customised private markets investment solutions to clients.

The new offering combines institutional expertise and infrastructure and tech providers.

“This initiative creates significant opportunities for wealth managers to strengthen their client relationships and grow their businesses,” bfinance, which is headquartered in London, said in a statement. 

The new service is led by Bradley Budd, head of bfinance Access. Budd brings a wealth of leadership experience from his time as a British Army officer, as well as a diverse career in financial services between Bank of America and Titanbay, a private markets fintech, where he most recently served as partnerships director.

The firm is targeting what it sees as continued upside for HNW use of private market investing, such as private equity and credit. It notes that HNW individuals, on average, hold about 2 per cent of investment in private markets, versus 10 to 50 per cent typically held by institutions such as pension funds and endowments.

“The democratisation of private market investment is transforming wealth management. At bfinance, we have long tracked this evolution, identifying where our expertise in private markets advisory can deliver the greatest value,” David Vafai, founder and CEO of bfinance, said.

Supporting this initiative is Alex Bozoglou, head of managed investment solutions, who brings over a decade of private markets experience, including time at Adams Street Partners. 

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