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BIAS Wealth Management

No plan is set in stone. BIAS’ Dynamic Approach to Wealth Management takes this into account utilizing the following processes:

Client Focused

No portfolio is structured until the client’s needs are assessed with respect to:

  • Performance objectives
  • Risk tolerance
  • Time horizon
  • Cash distribution requirements
  • Unique needs and circumstances — i.e., tax requirements, trust structures.

Download our Bermuda Managed Portfolio Service Agreement or our Cayman Managed Portfolio Service Agreement.

Quarterly reviews are scheduled in person or via electronic means to maintain a ready two-way communication between BIAS and the client.  

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Analytical

The Investment Review Committee meets twice weekly to review market events and to analyze data to determine the future direction of markets. This results in the determination of BIAS Strategic Outlook.

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 Systematic

Client portfolios are reviewed regularly so as to assure the Investment Review Committee that each portfolio is compliant with the BIAS Strategic Outlook within the context of the client’s specific needs.  

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Unique

BIAS operates and offers various strategic tools not available to other wealth managers.  

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Privacy

Those fortunate to inherit their wealth are confronted with the sometimes daunting task of controlling or managing that wealth without losing a sense of privacy. BIAS staff are specifically trained to ensure ongoing client confidentiality as part of their job responsibilities.

Click here to read BIAS Privacy Policy 

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Control

The wealthy client’s control over his/her assets is enhanced through comprehensive quarterly reporting which incorporates:

  • Statement showing assets held as well as the total valuation
  • Activity schedule showing transactions and cash flows during the proceeding quarter
  • Time-weighted performance calculations
  • Break-out of asset allocation as well as analysis of geographic exposure of equities  

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Strategic Tools

In addition wealth management clients are provided with the following strategic tools:

  • 24/7 online access
  • Quarterly Review and Outlook publication distributed with portfolio valuations (click here to download the most recent publication).
  • Mid-Quarter Briefings outlining recent research as well as BIAS’ latest insights into future prospects for financial markets.
  • Secure custody at one of BIAS’ strategic custodian partners (Morgan Stanley Dean Witter, Charles Schwab Inc.) or at the client’s own choice of custodian.


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© Copyright Bermuda Investment Advisory Services Limited and BIAS (Cayman) Limited, 2017. All rights reserved.