Since the 19th century Bermuda’s banks have provided increasingly sophisticated wealth management services to local and international families, individuals and corporations. The services that financial institutions on the Island provide have changed significantly in the past 150 years yet remain rooted in the core principles that dominate prudent and efficient wealth management. Techniques may change but the principles behind wise investing do not.
With such a lengtyh history of professional management expertise, it is no surprise that demand for Bermuda’s wealth management services continues to rise, despite the difficult economic conditions in which the global economies have been trading since 2007. Basic principles are never more keenly tested than in adversity.
