Pay Yourself,
First

Pay Yourself, First

What is the

WealthBuilder

By paying yourself first, you are consistently putting aside money to invest in your future and your legacy. Whether it’s a new house, renovations, education or retirement. By harnessing the power of compound interest, you systematically re-invest your gains, which can potentially grow your net worth. The Wealthbuilder programme is powered by experienced and knowledgeable investment advisors who are there to guide you every step of the way.

Grow your confidence in investing.

Wealthbuilder

Dashboard


Have an investment goal in mind? Try out our dashboard and see how you can make it a reality.

The minimum deposit to start a Wealthbuilder account is between $10,000 – $25,000. We will accept $10,000 subject to the client adding $1000 per month.

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Interactive Chart Prototype
30000
$30,000
2000
$2,000

Hypothetical growth is for illustrative purposes. The reported values are hypothetical and cannot be guaranteed. Hypothetical performance refers broadly to looking backwards with the benefit hindsight, to present a conservative estimate of future returns without foresight. As a result, the reader is cautioned not to place undue reliance on forward-looking statements.
Investing and investments involve the risk of losing money and the client should be prepared to bear losses as future returns are unpredictable. These risks may materially affect the performance of the funds. Share prices, net asset values, and investment returns will fluctuate.
Estimated return and asset allocation for each risk profile
Growth: 9%, equities
Moderate: 6.54%, equities & fixed income
Conservative: 5.49%, equities & fixed income
Low: 4.48%, equities & fixed income
Very Low: 2%, fixed income
This is an estimated performance and does not reflect actual or future returns. We have estimated returns for a 30-year investment horizon and one cannot expect to achieve a consistent, positive return year-over-year. One should expect volatility in returns as prices of assets go up and down and are unpredictable. The estimated return is annualised and assumes the reinvestment of income (dividends) and capital gains, and no withdrawals. Returns (performance) are reported as net and are calculated after management fees have been deducted. Performance does not include any additional fees and costs, which, if included, would lower the overall return to the client.
The information provided in this website is not investment advice and is not intended to replace or serve as a substitute for investment advice, consultation, or service. The information provided herein is for informational purposes only. Please visit our Disclosures webpage to read the full disclaimer.

Funds Allocation


Match your risk profile to the resulting funds and asset allocation to see how your funds will be invested.

Don’t know your risk profile? Click here to find out: Risk Profile Analysis

Risk
Goal

Very Low

Security of principle

Low

Income and security

Conservative

Equal weight portfolio

Moderate

Balanced, more growth

Growth

Steady long-term growth

BGP Funds Allocation

Equity

Balanced

Short Duration Income

100%

59%

41%

12%

63%

25%

27%

63%

10%

100%

Asset Allocation

Equity

Bonds

100%

35%

65%

50%

50%

65%

35%

100%

Risk
Goal

Very Low

Security of principle

Low

Income and security

Conservative

Equal weight portfolio

Moderate

Balanced, more growth

Growth

Steady long-term growth

BGP Funds Allocation

Equity

Balanced

Short Duration Income

100%

59%

41%

12%

63%

25%

27%

63%

10%

100%

Assets Allocation

Equity

Bonds

100%

35%

65%

50%

50%

65%

35%

100%

Why Choose BIAS?


Advice you can trust, people you can trust
BIAS Wealthbuilder Quality Management

Quality Management

We are with you every step of the way. A BIAS Investors advisor will be available to discuss your risk tolerance, expected returns and formulate a strategy to help you achieve your investment goals. We also provide periodic investment reviews to help you stay on track.

Contact an advisor →

BIAS Wealthbuilder Superior Performance

Solutions for What Matters Most

We strive to provide higher risk-adjusted returns suitable for each Client’s risk tolerance.

Read more about our performance →

Bias Wealthbuilder You are in the Drivers Seat

You Are in The Driver’s Seat

We provide you with advice you can trust. We want you to make the right investment decisions and be knowledgeable about the markets, getting yourself closer to your investment goals.

BIAS Wealthbuilder Systematic Investing

Systematic Investing

BIAS will help you determine how much money to invest each month. By making consistent contributions, you smooth out your potential for fluctuations in the market.

BIAS Wealthbuilder No Front End Fees

No Front End Fees

We get it, life happens. That is why there are no penalties and minimal exit fees to stop contributing or if you want to cash out. Having to deal with minimal fees means you more money in your pocket.

Contact an investment advisor to learn more about our services and costs →

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. 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!

The minimum deposit to start a Wealthbuilder account is between $10,000 – $25,000. We will accept $10,000 subject to the client adding $1000 per month.

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 smaller investors and provides these same services to clients of BIAS Investors (Cayman) Ltd.

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 address) and passport. Compliance will help you do the rest!