Dow Jones Ind Avg : 44.43 -0.13 (-0.29%)  NASDAQ Composite : 11,085.25 -32.28 (-0.29%)  S&P 500 : 3,335.47 -16.13 (-0.48%)  FTSE 100 : 5,897.50 -30.43 (-0.51%)  DAX : 28.30 +0.13 (+0.46%)  CAC 40 : 4,832.07 -11.20 (-0.23%)  Nikkei 225 : 23,539.10 +27.48 (+0.12%)  HANG SENG : 23,275.53 -200.52 (-0.85%) 

Ask an Advisor

wealth-management-iconA US trust survey indicates that a massive 70% of all wealth is first generation wealth.

Whether a person’s wealth is inherited or earned, the primary objectives are the same, namely:

  • Preserve and grow purchasing power,
  • Enjoy the wealth, and
  • Transfer accumulated assets efficiently to future generations.

Wealth creators themselves may not have the time or focus to maintain or manage their wealth. BIAS’ most senior executives each have a minimum of 25 years dedicated to the care and management of private client wealth. wealthmanagement-bias

As baby boomers themselves, they identify strongly with the needs of their contemporaries. 

The BIAS Dynamic Approach is as follows (click on any one for more information):

 

Get started! Click here to request a review of your portfolio today or call us on: 

  • (+1 441) 292-4292 for our Bermuda office,
  • (+1 345) 943-0003 for our Cayman Islands office.

© Copyright Bermuda Investment Advisory Services Limited and BIAS (Cayman) Limited, 2020. All rights reserved.