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Capital Investments for Bermuda Residents

At PROVEN Wealth, we know that investing capital begins with a desire to secure a better future: about understanding tomorrow’s risk and setting financial targets to better prepare you for them.

Capital Investment

Invest Capital

At PROVEN Wealth, we know that investing capital begins with a desire to secure a better future: about understanding tomorrow’s risk and setting financial targets to better prepare you for them. This is why, with more than 20 years in the business of wealth management, we bring the best in modern proficiency to the task of building the future you desire.

Typical investment concerns of our clients

There are many opportunities today and certain risks attached to each investment. This is why many people feel intimidated when it comes to investments, but it doesn’t have to be that way. Here are some of the usual challenges our clients face:

How much should I invest?

This depends on your goals and plans for the future. Our bespoke planning service will guide you through the planning process, providing you with a clear idea of how much you will need to invest to achieve your goals.

How should I invest my capital?

PROVEN Wealth provide expert guidance and recommendations on how and where to invest your capital. With most clients having medium to long term time horizons we provide strategies to suit your circumstances including but not limited to capital preservation, growth and income. We will create a wealth management plan based on your personal circumstances.

How do I know that my money is invested responsibly?

All of our investment recommendations are rational and considered, based on tolerance for risk and time frame. We focus on long-term opportunities that reduce risk while delivering results.

How we approach investment

Investing with us begins with these five easy steps:

Learn about you

We need to know you. Having a sufficient understanding of your personal situation and investment objectives puts us in a better position to advise you appropriately. We also assess your risk appetite and investment timeframe before we make any investment recommendations to you.

Assess the numbers

Using the information you’ve provided, we will research the market and create an investment portfolio that matches your risk profile, objectives and time frame.

Provide our recommendation

Once you are happy with the recommendation, you can start saving immediately. If you hate paperwork, don’t worry – our industry experts take care of that for you. We will also answer any questions you have, and we’re dedicated to helping you achieve your financial goals.

Execute your investment plan

Once you are happy with your recommended investment plan, the next phase is the implementation phase. Here, here we complete the paperwork for you to open the investment account required to meet the objectives in your investment strategy, and all the internal processes that allow you to see your funds grow.

Continuous reviews

Investment is an ongoing process that needs to be regularly reviewed and monitored to ensure you make the most of your money. With PROVEN, you’ll have continued support to ensure you’re moving in the right direction.

A Well known author Warren Buffet once said

“Never depend on single income. Make investment to create a second source.”

We are obsessed with providing top-quality services to our clients. As a result, we employ the offshore industry’s finest advisers on our team so that you can achieve your life goals. With our experts giving you insightful advice, PROVEN Wealth helps you plan for your future with confidence.

We’ll offer you a choice of savings options and opportunities that are in line with your budget. We remain flexible, devising strategies that will maximise your savings opportunities.

FAQs

What does investing capital entail?

Investment capital refers to the money allocated to accrue some form of future benefit. Assigning funds for this purpose allows such monies the opportunity to grow in the future rather than leaving them in the bank earning very little interest. Investment capital is often set aside to afford a better life in the future.

Do I require any prior knowledge before investing?

Our team of dedicated professionals ensures that prior knowledge of investing is not a barrier to realizing your investment goals.

Do I need to pay for a consultation?

No. We offer a complimentary consultation to all our clients to make sure they aren’t under any pressure when choosing their desired investment option

What kinds of investments do you recommend?

We have access to a full spectrum of asset classes and our experts have knowledge and experience covering markets around the world to provide our clients with the best possible investment options.

What is the minimum amount to get started investing?

Our investment options start from $10,000 USD. Our specialist advisors will design a plan for you that considers your finances irrespective of your starting point. Our options are open to moderate and affluent investors alike.

Which currencies do you accept?

Currencies currently accepted are the US dollar (USD), Euro (EUR), and Great Britain Pound (GBP).

What happens if I leave Bermuda?

All PROVEN Wealth investment plans can be operated and managed from anywhere in the world, so relocation or temporary travel does not render your investment inaccessible.

Do I have the option to change my investment plan in the future?

We know that the world around us is prone to change, so our team of experts in Bermuda are on hand to advise you accordingly should your circumstances change.

PROVEN Wealth licensed and regulated by the Bermuda Monetary Authority.