It’s not about
where you start,
it’s where you finish

It’s not about
where you start,
it’s where you finish

BIAS Wealth Management

For over 30 years, Bermuda Investment Advisory Services Limited has helped clients build and sustain their legacy so they can enjoy their wealth and share it with future generations. The teams at Bermuda Investment Advisory Services Limited and BIAS Investors (Cayman) are dedicated to the care and management of our clients’ portfolios. We use bespoke, discretionary asset management to minimise your risk and ensure long-term, real, capital appreciation.

The BIAS Advantage


Intelligent
We provide experienced, expert advice. Bermuda Investment Advisory Services Limited and BIAS Investors (Cayman) Ltd. are owned, managed and operated by CFA charter-holders and is supported by the latest technology and research capabilities. We are committed to continuously educating our staff, ensuring that we are up-to-date with the markets and are always looking for the best way to grow your money.

Private & Confidential
We take confidentiality seriously. Our compliance officers and staff undergo regular training to ensure we know how to protect our clients from breaches in privacy.

Independent
With no ties to major financial institutions or banks, our independence allows us to give our clients impartial and balanced opinions about their investing strategies.

Cost Effective
Our management fees are competitive and relative to the size of your portfolio. There are no hidden charges within the BIAS Global Portfolio SPC funds; what you pay for, is what you get. Having minimal fees means more money in your pocket.

BIAS Global Portfolios SPC Performance Snapshot


BIAS Investors Global Portfolios Performance (as at 31st December 2023. Returns are annualised for periods longer than 1 year). All performance is reported as net.

BIAS Equities Fund
1 Year3 Year5 Year10 Year
21.44%3.61%9.21%5.00%
BIAS Balanced Fund
1 Year3 Year5 Year10 Year
13.94%2.40%6.27%3.43%
BIAS Short Duration Income Fund
1 Year3 Year5 Year10 Year
4.13%0.40%1.30%0.75%

Click here to read more about our funds →

BIAS Equities Fund
2022202120202019
-22.66%18.39%10.28%26.65%
BIAS Balanced Fund
2022202120202019
15.93%12.09%7.77%17.10%
BIAS Short Duration Income Fund
2022202120202019
-2.08%0.74%1.92%3.40%

Click here to read more about our funds →

Why Choose BIAS


Bespoke Solutions for Dedicated Investors
We are with you every step of the way. You will have access to a BIAS Investors Advisor who will discuss your risk tolerance, expected returns and formulate a strategy to help you achieve your investment goals. We will also offer periodic investment reviews to help you stay on track.

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Solutions for what matters most
We strive to provide higher risk-adjusted returns suitable for each Client’s risk tolerance.
Our funds regularly outperform those of our competitors with returns you can count on. Why? Because they are backed by over 30 years of experience, intelligent research and acute attention to detail.

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Privacy
Rest assured your information and money are safe. BIAS Investors staff are specially trained to ensure ongoing client confidentiality as part of their job responsibilities. We monitor our processes and continuously make improvements.

A Top-Down Approach
Bermuda Investment Advisory Services Limited employs a top-down investment approach. We start at the macro-economic level and drill down to themes, geographic regions, industry sectors and specific securities to provide you with the best investment opportunities.

Comprehensive Reporting
You will receive quarterly, detailed, easy-to-understand reporting about your investment portfolio. It will include activities, transactions, holdings and performance results.

Next Steps


1. Fill out the Risk Profile.
2. We will schedule a meeting or a chat to provide guidance on which investment solution is right for you
3. Scan in a copy of your utility bill (showing your physical address) and passport
4. Provide documentary evidence to support source of funds- pay slip, bank statement, job letter, etc. (this is a regulatory requirement)
5. Compliance will help you do the rest.

BIAS Investors Wealth Management service is for high-net-worth individuals. The minimum to open a Wealth Management account is $500,000.

Disclaimers:


Bermuda Investment Advisory Services Limited is the Sub-Manager for BIAS Global Portfolios SPC. BIAS Investors (Cayman) Ltd. has delegated the larger portion of the discretionary management for BIAS Global Portfolios SPC to Bermuda Investment Advisory Services Limited.
Bermuda Investment Advisory Services Limited provides investment and advisory services to high-net-worth clients, trusts and family offices, and provides these same services to clients of BIAS Investors (Cayman) Ltd.