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Investment Management Products and Services

First Bermuda Asset Management ("FBAM") - Private Client Services

  • Investment Advice and Investment Management for Individuals, Trusts or Corporations
  • Segregated Accounts

Your First Bermuda Investment Advisor will work with you on a one-to-one basis to understand your investment needs and to develop a unique and personalized investment plan for you.

FBAM will adopt a customized approach to designing your investment program. Based on a comprehensive analysis of your objectives and preferences, formal investment guidelines will first be agreed upon in consultation with you, and ultimately provided to the designated Investment Adviser. Our goal is to match FBAM's global resources with your goals. FBAM will handle all administrative matters linked to your account.

FBAM is appropriate for Individuals, Trusts or Corporations. Our Services include: Investment Advisory and Investment Management, Segregated Safekeeping and Settlement of Securities, Income Collection, Use of Nominee Facilities, Online Account Access and Monitoring, Provision of Cash and Asset Statements of Account, Deposit and Foreign Exchange Facilities, and Cash Management.

Please contact your First Bermuda Investment Advisor to work with you to determine how FBAM can meet your investment objectives and needs.

 

 
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First Bermuda Group Ltd. is licensed by the Bermuda Monetary Authority to conduct business under the Banks & Deposit Companies Act 1999, Investment Business Act 2003 and the Insurance Act 1978.

© Copyright 2007, First Bermuda Group Ltd., All rights reserved.