- Individually Customized and Managed Accounts
- Access to over 3,800 Global Funds
- Access to World-Class Investment Advisory Teams
In conjunction with Credit Suisse, the FBAM Premium Account provides you with access to the world's leading investment management firms and a choice of over 3,800 global funds - all under one umbrella account. Portfolio Management Mandates include:
- Classic Mandate - this tried and tested portfolio management mandate utilizes traditional asset management methods placing assets in direct and fund investments as well as alternative investment products;
- Premium Mandate - this portfolio management mandate is designed to meet specific client requirements, utilizing customized product solutions for our Private Clients, Foundations, Trusts, Captives and even Pension Funds;
- Funds and Alternative Investments Mandate - by selecting amongst the world's best fund managers, this mandate utilizes a "best manager" approach, investing your capital in first-class Credit Suisse and third-party funds;
- Total Return Strategy Mandate - this is an innovative mandate provided by our partners, Credit Suisse, which aims to achieve totally positive returns in all market phases and conditions, and is perfect for investors seeking to move away from traditional investment concepts and strategies. Unlike Classic and Premium mandates, the Total Return Strategy does not require investment specialists to allocate assets to investment categories (liquidity, bonds, equities, and alternative investments) according to pre-defined tolerances.
Investment mandates can be tailored to meet your specific Investment Profile (fixed-income, income-oriented, balanced, capital gains oriented, equities) utilizing various Investment categories (liquidity, bonds, equities, alternative investments) and can be denominated in several major currencies (USD, GBP, EUR, CHF).
Please contact one of your First Bermuda
Investment Advisors to work with you to determine how FBAM can meet your investment objectives and needs.
