logo

From the Source

bfinance strengthens Australian presence with appointment of Ian Lyu as Director of Client Consulting

14 Feb 2025
From

Ian Lyu

Independent global investment consultancy bfinance has appointed Ian Lyu as Director, Client Consulting, to support growing demand from institutional investors, wealth managers, and family offices navigating an increasingly complex investment landscape.

Mr Lyu’s appointment strengthens bfinance’s Australian presence as investors grapple with market volatility, shifting macroeconomic conditions, and the rising need for more sophisticated portfolio strategies.

With operations spanning major financial hubs including London, Chicago, Toronto, Sydney, Hong Kong, and Dubai, bfinance continues to expand its capabilities in manager selection, strategy implementation, and risk management. Mr. Lyu’s arrival follows a period of strong momentum for the firm, including a 2023 management buyout.

Bringing more than a decade of experience in investment and client advisory, Mr Lyu most recently served as Associate Director of Investor Relations at Wealth of Nations Advisors, where he connected global alternative managers with institutional investors across Australia and New Zealand. His career includes roles at Perpetual Investments, St George Bank, Forager Funds, and Delta Financial Group.

Frithjof van Zyp, Senior Director at bfinance, 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.”

Based in Sydney, Mr Lyu will focus on expanding bfinance’s client base across Australia and New Zealand, reporting directly to Frithjof van Zyp. His role will include advising clients on manager selection and portfolio construction while ensuring bfinance’s research-driven approach continues to deliver value.

He will also play a key part in expanding the firm’s relationships with asset owners and investment decision-makers seeking independent, customised solutions to enhance performance and risk management.

Tags:   

Earn CPD Points

  • CPD: The Fragmentation Era

    In our 2024 Secular Outlook, “Yield Advantage[1],” we argued that central banks had largely tamed inflation and would soon start cutting interest rates. We said risks were shifting from growth [...]

  • CPD: Retirement income strategy choices

    There’s a wide variety of income strategies used across the market, with an equally wide variety of labels attached to these strategies. Each varies in complexity, its ability to mitigate [...]

  • CPD: Ethics and the advice practice

    When last published, the FAAA’s Value of Advice Index[1] saw trust in financial advice at an all-time high, which reinforces the importance of ethical practice.  This article, proudly sponsored by [...]

  • CPD: Is your approach to client risk profiling putting you at risk?

    Introduction The shockwaves that followed the announcement of ‘Liberation Day’ tariffs by Donald Trump brought an abrupt and unsettling end to a three-year bull market. Major global indices plummeted by [...]

  • CPD: A new global order and implications for investors

    The new global order differs from its predecessor in four ways, as outlined in the following article from GSFM’s investment partner TD Epoch. For decades, the US has been unrivalled [...]

View more CPD