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BIAS was incorporated in 1992 and is owned and managed by CFA Charterholders. Today, BIAS has offices in Bermuda and the Cayman Islands, has 300 clients located throughout the world and nearly 100 mandate driven relationships.

 

Independence

We have no ties with major financial institutions or banks. Our independence is the cornerstone of our business – it allows us to give our clients impartial and balanced opinions.

 

Experience

Our independent stance is reinforced by many years of experience. Each senior executive has over 20 years of expertise in the care and management of investor funds, gained in leading financial institutions and money markets around the world.

 

Technical Expertise

BIAS is the only non-bank investment firm in Bermuda led by Chartered Financial Analysts as senior executives.

 

Highest Ethical Standards

The entire BIAS staff is committed to exacting ethical standards and professional conduct as dictated by the CFA Institute.

BIAS is registered to conduct investment business by both the Bermuda Monetary Authority and the Cayman Islands Monetary Authority.

The company is registered with the US Securities and Exchange Commission

The BIAS Personal Retirement Plan is approved by the Bermuda Pension Commission as a Prescribed Retirement Product in accordance with Regulation 2 of the National Pension Scheme.

BIAS' mutual funds are listed on both the Cayman Islands Stock Exchange and on the Bermuda Stock Exchange.

BIAS is registered as a Qualified Intermediary by the Inland Revenue Service of the USA.

 

Quality Client Service

We have a reputation amongst clients for reliable and prompt service that meets their demanding standards. Learn more about what our clients have said about us.

 

2014 Awards

BIAS has been awarded “Best Long-term Total Return Strategy” by Acquisition International Magazine.
The Captive Review Magazine has selected BIAS to receive the US Captive Services Award 2014 for Innovation in Investment Management.

 

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