PORTFOLIO MANAGERS - SECURITIES ANALYSTS
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HOW CAN BIAS HELP?
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Trust
Intermediaries
Senior members of BIAS staff have been involved in the management of client wealth for several decades. This extensive experience gives us intimate knowledge of the fears and objectives of wealthy individuals, particularly with respect to efficiently passing assets from one generation to the next. That is why trust lawyers, accountants, and other intermediaries have made BIAS Bermuda’s largest independent investment manager of trust assets.
Although we at BIAS are not trust managers, we work with many trust intermediaries in Bermuda, Cayman, and other jurisdictions around the globe. We have considerable respect for the obligations and potential liabilities of trust managers when meeting the needs of primary and residual beneficiaries and we are most accomplished at managing assets so that the rights of capital and income beneficiaries are fairly administered.
Our proprietary reporting system, developed in-house, tracks transactions in all major currencies and reports book-value in the base currency of the portfolio. Trustees and beneficiaries are provided with time-weighted performance data compared with a range of appropriate market indices. Several trust intermediaries have commented that BIAS’ reporting is superior to that received by them from other investment managers both here and abroad.
• Quarterly Market Review and Outlook, providing in-depth insights into global financial markets
• Invitations to Quarterly Market Briefings held in our offices
• Global execution of securities
• Uniquely developed portfolio analytics, including the BIAS Global Portfolio Diagnostic
• Gold Mastercard and Chequebook at no extra cost
• Heavily discounted transaction charges
• 24/7 viewing of securities holdings (some mutual funds and Bermuda shares excluded)
• BIAS can denominate portfolios in any currency.
• Individual assets are tracked in their base currency, which allows return calculations to separate security performance from currency performance.
Senior members of BIAS staff have been involved in the management of client wealth for several decades. This extensive experience gives us intimate knowledge of the fears and objectives of wealthy individuals, particularly with respect to efficiently passing assets from one generation to the next. That is why trust lawyers, accountants, and other intermediaries have made BIAS Bermuda’s largest independent investment manager of trust assets.
Although we at BIAS are not trust managers, we work with many trust intermediaries in Bermuda, Cayman, and other jurisdictions around the globe. We have considerable respect for the obligations and potential liabilities of trust managers when meeting the needs of primary and residual beneficiaries and we are most accomplished at managing assets so that the rights of capital and income beneficiaries are fairly administered.
Our proprietary reporting system, developed in-house, tracks transactions in all major currencies and reports book-value in the base currency of the portfolio. Trustees and beneficiaries are provided with time-weighted performance data compared with a range of appropriate market indices. Several trust intermediaries have commented that BIAS’ reporting is superior to that received by them from other investment managers both here and abroad.
• Quarterly Market Review and Outlook, providing in-depth insights into global financial markets
• Invitations to Quarterly Market Briefings held in our offices
• Global execution of securities
• Uniquely developed portfolio analytics, including the BIAS Global Portfolio Diagnostic
• Gold Mastercard and Chequebook at no extra cost
• Heavily discounted transaction charges
• 24/7 viewing of securities holdings (some mutual funds and Bermuda shares excluded)
• BIAS can denominate portfolios in any currency.
• Individual assets are tracked in their base currency, which allows return calculations to separate security performance from currency performance.
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| Daily Market Report - Global Equity Markets |
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| Index | Change | ||
| Dow Jones Industrial Avg. | 10387.01 |
| 46.32 |
| S&P 500 Index | 1098.87 |
| 7.03 |
| NASDAQ Composite | 2228.87 |
| 19.98 |
| S&P/TSX Composite | 12042.32 |
| 59.66 |
| Bermuda Stock Exchange | 1339.02 |
| 79.67 |
| <%DateTime.Today%> |
| U.S. stocks advanced, sending the Standard & Poor’s 500 Index higher for the fifth time in six days, as concern eased that Europe’s sovereign debt crisis will derail the global economic recovery. |
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| Currency | Change | ||
| Australian dollars | 0.9171 |
| 0.0064 |
| Canadian dollars* | 1.0375 |
| 0.0104 |
| Sterling | 1.5468 |
| 0.0110 |
| Euro | 1.2718 |
| 0.0036 |
| Yen* | 83.88 |
| 0.04 |
| <%DateTime.Today%> |
| *Currency equivalent of one U.S. dollar |