Investment Management & Consulting
Bermuda Investment Advisory Services Limited
Wessex House First Floor, 45 Reid Street Hamilton HM 12 BERMUDA
Tel: +1 441 292 4292
Specialty: Since 1991, BIAS’ CFA led team has been providing Captive Managers with discretionary investment management services with the added convenience of being located in Bermuda and Cayman. BIAS penchant for thinking several steps ahead has allowed our Captive clients to more accurately immunize assets against expected claims, creating larger surpluses whilst fostering more rapid asset growth.
London & Capital Asset Management Ltd.
7 Triton Square Regents Place London NW1 3HG UNITED KINGDOM
Tel: 0207 396 3327
Specialty: London & Capital is an independent wealth management business built around people – our talented investment professionals and the individuals, families and institutions we serve. We provide a friendly and personal service that combines modern and innovative investment strategies with traditional values of honesty and integrity. London & Capital understands the particular investment needs of Captive insurance companies. We have many years of experience of working with Captives, and as an independent firm have the freedom to focus on your business needs and design effective investment solutions.
Sage Advisory Services, Ltd. Co.
5900 Southwest Parkway Building 1 Austin TX 78735 USA
Tel: +1 512 327 5530
Specialty: Sage Advisory Services is a liability-focused RIA with insurance roots and $10 billion under management. We seek to understand client cashflow and risk management needs to tailor fixed income and ETF portfolios. We also assist with other ‘outsourced CIO’ duties: portfolio stress-testing, scenario analysis, peer benchmarking and ALM. We know your money has a purpose – not simply to beat a benchmark, but to cover the underwriting risks of the captive.
BlackRock
James Morek, Director, Financial Institutions Cash Sales
12 Throgmorton Avenue London EC2N 2DL UNITED KINGDOM
Tel: +44(0)20-7743-3187
Specialty: BlackRock is an expert in liquidity management, looking after US$245 billion* short-term assets for clients globally. BlackRock considers cash management a unique investment discipline requiring a distinct skill set for effective management. We understand the importance of putting safety and liquidity first, forming the core of our investment philosophy. *As at 30/09/2011
BIAS (Cayman) Ltd.
P.O. Box 30862 Seven Mile Beach KY1-1204 CAYMAN ISLANDS
Tel: +1 345 943 0003
Specialty: Since 1991, BIAS’ CFA led team has been providing Captive Managers with discretionary investment management services with the added convenience of being located in Bermuda and Cayman. BIAS penchant for thinking several steps ahead has allowed our Captive clients to more accurately immunize assets against expected claims, creating larger surpluses whilst fostering more rapid asset growth.
J.P. Morgan Asset Management
Ciara Searle - Institutional Sales
Finsbury Dials 20 finsbury Street London EC2Y 9AQ UNITED KINGDOM
Tel: +44 (0)20 7742 6213
Specialty: J.P. Morgan Asset Management, the investment management arm of JPMorgan Chase, offers a range of comprehensive global short-term and medium-term investment solutions, from AAA-rated liquidity funds to short-term fixed income products. A combination of these products can assist you to achieve the liquidity, security, risk and return profile that you desire. The Insurance Asset Management team at J.P. Morgan is dedicated to helping insurance companies navigate their way through the challenging market and regulatory landscape they now find themselves in. We also provide insurers with Asset Liability Modelling advisory services with specific reference to Solvency II and the ongoing QIS 5 exercise.
Logan Capital Management, Inc.
Six Coulter Avenue Suite 2000 PA 19003 USA
Tel: (215) 851-9317 / (800) 215-1100, Fax: 215-851-9444
Specialty: Logan Capital, established in 1993, is an employee-owned institutional investment manager based in Ardmore, Pennsylvania. The firm is recognized for its entrepreneurial and dynamic investment teams and for its distinctive Large Cap Growth, Large Cap Value and Fixed Income strategies, all long-term winners in their respective categories. In managing insurance assets since our inception we have the experience, resources and commitment to deliver customized investment solutions and unsurpassed customer service.
LOM Asset Management Limited
The LOM Building 27 Reid Street Hamilton HM 11 BERMUDA
Tel: (441) 292-5000 / (800) 840-6340, Fax: 441-295-0135
Specialty: LOM Asset Management, founded in 1995, is a boutique investment management firm with strategic links to many of the top captive domiciles. We offer comprehensive investment solutions and manage a wide array of investment mandates designed to meet your liquidity, risk and return requirements. We have relationships with captive managers in Bermuda, Cayman, and The Bahamas and are readily accessible for client presentations, reviews and updates. Give us a call today.
LOM Securities (Bahamas) Limited
Centre of Commerce, Nassau Bahamas 1 Bay Street Nassau BAHAMAS
Tel: (242) 323 0032, Fax: (242) 323 0084
Specialty: LOM Securities (Bahamas) Limited, founded in 2001, is a boutique investment management firm with strategic links to many of the top captive domiciles. We offer comprehensive investment solutions and manage a wide array of investment mandates designed to meet your liquidity, risk and return requirements. We have relationships with captive managers in Bermuda, Cayman, and The Bahamas and are readily accessible for client presentations, reviews and updates. Give us a call today.
