Private Offshore Wealth Management

Since 1997, Bermuda Offshore Investment Services Limited has provided private, confidential, financial services to a select group of corporate, trust and individual clients located around the world.

We provide independent, unbiased investment advice, including investment portfolio review and analysis, strategic investment planning, segregated and comprehensive financial planning, and portfolio management. Bermuda Offshore Investment Services specializes in providing an unparalleled level of individual, personalized service. Working closely with each of our clients, Bermuda Offshore Investment Services ensures each of their unique needs and requirements are met through the implementation of strategic investment solutions.

Our services are utilized by individuals, trusts, and corporations for a variety of purposes. Many individuals wish to accumulate assets for retirement, estate planning, childrens or grandchildrens education, or simply wealth accumulation. Corporations may utilize our services to proactively accumulate assets for a broad variety of future needs including share buy backs, partner buy outs, mergers, expansions, corporate acquisitions, and large purchases of equipment, property, buildings or systems. Individual, trust or corporate investors can invest lump sums at any time, or establish regular investment schedules to meet specific future goals.

Bermuda Offshore Investment Services Limited is incorporated in Bermuda, and is licensed and regulated by the Bermuda Monetary Authority to conduct investment business. BOIS is a member of the Bermuda Chamber of Commerce.

BOIS is affiliated with Life & Annuity Services Ltd. a Bermuda based distributor of International Life & Offshore Annuity Products.