Directory · BM
Investment Management in Bermuda
A register of firms and the professionals working at them in the Investment Management sector based in Bermuda. Browse the public index, then filter or export on Kipplo.
Companies
25 on file
Aeolus Capital Management
Aeolus Capital Management Ltd.(“Aeolus”) is a specialist manager of reinsurance risk, focused on providing bespoke solutions to cedants while seeking attractive, non-correlated returns for investors. Based in Bermuda, Aeolus is one of the world's largest managers of natural catastrophe risk. Aeolus has over 15 years of industry leadership in providing innovative capital and risk solutions to investors, cedants and brokers. For further information please visit
51 to 200 staff
Wafra
Wafra Inc.(“Wafra”) is a New York-headquartered alternative investment firm currently managing approximately $29 billion in assets and commitments across a variety of asset strategies. Behind our investment strategies are talented professionals, principally in New York and other financial centers, who bring expertise and experience to deliver strategic, reward-focused solutions. Wafra seeks to provide long-term investment return solutions that span not just years, but generations.
51 to 200 staff
Icm Limited
ICM Limited (“ICM”) is a dynamic investment manager with offices worldwide. Our origins date back to 1988, and we have successfully established ICM as an innovative, long term global asset manager. Along the journey we have added significantly to our capabilities and sectors, while maintaining our strong conviction-led, bottom-up investment approach. ICM has evolved to become a global organisation, currently managing directly and indirectly approximately US$24bn in assets. Our expertise lies in listed equity, private equity, and fixed income bonds, and we specialise in the utility & infrastructure, financial services, mining and resources, mobility, technology, digital assets and fixed income investment sectors. ICM is a proud sponsor of the Bermuda Olympic Association, ICM is a proud sponsor of the Bermuda Olympics Association. Our continued financial support will be beneficial in ensuring the Bermuda Olympic Association continues to make a difference in Bermuda, particularly by using sport to empower young children to fulfil their education and sporting dreams. To receive our regular news updates, click through to subscribe:
51 to 200 staff
Xbto
Founded in 2015 as a proprietary trading firm, XBTO built its foundation through nearly a decade of active participation in digital asset markets. Since 2023, XBTO has expanded into a full-service crypto quantitative investment firm. With a strong focus on Bitcoin, XBTO delivers risk-adjusted strategies across the alpha–beta continuum designed to perform across market cycles and regulatory environments. With decades of experience earned at the world’s leading financial institutions and deep expertise in digital markets, we bring a rare combination of financial discipline and digital-native insight. Our approach is grounded in a measured mindset, balancing performance with protection, innovation with control. Everything we build is purposefully designed to meet the standards institutions expect. XBTO is regulated by the Bermuda Monetary Authority and holds an In-Principle Approval from the Financial Services Regulatory Authority in Abu Dhabi. With a presence in global financial hubs, we help institutions navigate complexity, unlock opportunity, and lead with confidence in the digital asset economy. For more insights on digital assets, subscribe to our monthly newsletter
51 to 200 staff
White Mountains Advisors
White Mountains (NYSE: WTM) is a diversified insurance and related financial services holding company that owns and manages businesses seeking a stable, sophisticated partner to drive value creation. Grounded in the core principles of our visionary founder Jack Byrne, we have been careful, opportunistic and successful stewards of our shareholders’ capital for more than three decades. We are most proud and protective of our reputation as a good partner – to our shareholders, to other stakeholders in our businesses and to the talented management teams who run them. In the end, doing right by your partners is what guarantees the next deal and the deal after that. We are domiciled in Hamilton Bermuda, with executive headquarters in Hanover, New Hampshire, and offices in Boston, and Guilford, Connecticut. For information about career opportunities at White Mountains, please contact careers@whitemountains.com
51 to 200 staff
Kildare Partners
Kildare Partners ("Kildare") is a private equity organization that targets investments in commercial real estate related opportunities in the United States and Europe. Asset management, due diligence, valuation, underwriting and other asset management services are provided on an exclusive basis by Curzon Advisers ("Curzon"). Curzon has an experienced team of real estate valuation and asset management personnel who play a key role in the successful execution of Kildare's investment strategy.
11 to 50 staff
Performa
Performa is an institutional investment management firm catering to Captive Insurance companies in the U.S. and abroad. We are one of the largest independent asset managers dedicated to the Captive industry. Our offices are located in the key Captive domiciles of Bermuda, Vermont and South Carolina. Our internal fixed income and equity strategies, coupled with preferred sub-advisory relationships in key asset classes, are geared towards the regulatory, risk management and liability needs of our Captive Insurance clients. We're a 100% employee owned firm with over 30 years of asset management within the Captive industry. Continuity of our approach, the longevity of our team and a flexibility in our thinking are our hallmarks. Wherever your Captive Insurance company is domiciled, Performa can assist in achieving maximum efficiency with the right balance sheet management. Our clients never wonder who is actually managing their investments with a direct line of contact to their servicing and portfolio management team.
11 to 50 staff
Anchor Investment Management Ltd
Since 1996, Anchor Investment Management Ltd. has provided innovative investment management solutions to high net worth individuals, trust and institutional clients. Through a combination of leading equity and fixed income portfolio managers and a proprietary quantitative approach, Anchor has helped their clients navigate through economic cycles and volatile financial markets. Anchor provides investment management and advisory services to individual investors, pension funds, trusts, charitable organizations, insurance companies and other institutions. Anchor is an independent, management-owned, company specializing in offshore investment services, located in Bermuda, the premiere offshore domicile. Distinguishing Characteristics: Anchor Investment Management Ltd. has differentiated itself from other investment management organizations through superior research, outstanding service, skilled professionals and global alliances. Individually managed portfolios using the proprietary Anchor Research System and a versatile investment approach. Personalized financial services with client-specific portfolio management. A first-class team of seasoned professionals delivering sound judgment with insight and integrity. Trading, research and custodial alliances with some of the world's largest investment firms, including: Bank of New York/Pershing and Schwab Institutional. Client's assets are held by an independent custodian in a segregated account. All Anchor managers adhere to the CFA Institute's Code of Ethics and Standards of Professional Conduct. Anchor complies with anti-money laundering and other regulations instituted by the Bermuda Monetary Authority. For more information, email: info@anchor.bm or visit our website at
1 to 10 staff
Hudson Structured Capital Management Ltd
Hudson Structured Capital Management Ltd.("HSCM") is an asset manager that deploys capital across two essential sectors - insurance and transportation - through specialized investment vehicles designed for institutional investors. HSCM was launched in 2016 and seeks to deliver uncorrelated returns from core economic sectors that require deep expertise and an interdisciplinary skillset to access and navigate. Each strategy leverages our sector expertise and direct origination capabilities to access opportunities. The firm’s core focus is on economic sectors that are likely to outgrow global GDP, offer low correlations with broader markets, and are experiencing a shift from balance sheet and to market financing. Firm Disclosures for Social Media Content see: https://hscm.com/wp-content/uploads/2023/03/Disclosures-for-Social-Media_HSCM.pdf
11 to 50 staff
Quencia Capital
Quencia Capital is an investment management and advisory firm.
1 to 10 staff
Peregrine & Black
Peregrine & Black is a fully integrated financial services group, established in 2012 with offices in the UK and Bermuda. The group offers two principle services, Investment Management and Institutional Trading.
11 to 50 staff
Mongolia Asset Management
Mongolia Asset Management is a Mongolia dedicated investment specialist. Mongolia Asset Management is operating MFF (Mongolia Frontier Fund), a Bermuda registered Hedge Fund. Today, Mongolia is opening up to foreign investors and keen to share its wealth with those who are willing to engage in long-term strategic investment opportunities. MFF (Mongolia Frontier Fund) provides efficient and easy access for foreign investors and locals alike who would like to participate and profit from the investment opportunities in Mongolia.
1 to 10 staff
Sphereinvest Group
SphereInvest is a privately owned specialist investment management company founded in 2009. It is licensed as an Alternative Investment Fund Manager under the EU AIFMD Directive, as well as licensed to act as a UCITS investment manager, currently operating accounts under the UCITS V regulatory framework. Our global client base consists of Financial Institutions, Pension Funds, Family offices and High Net Worth Individuals. We seek attractive investment opportunities across the Global Credit Universe via a rigorous security selection process. The objective: to generate attractive risk adjusted returns, whilst keeping focus on capital preservation and income generation for our clients. SphereInvest has offices in Monaco, London, Bermuda and Malta. Our specialist investment services are available through UCITS V compliant investment funds and separately managed accounts. OUR DISTINCTIVE FEATURES- Privately owned company, with a direct alignment of interest between principals and client investors- Expert team with a proven track record in Credit, Real Estate and Private Equity investment- A global outreach to identify attractive investment opportunities- Client centric investment approach, offering bespoke investment solutions.
1 to 10 staff
Hiscox Ils
Hiscox ILS is a dedicated investment manager within global insurance group Hiscox. Our team specialises in the development and management of insurance-linked strategies for institutional investors, utilising the broad resources, experience and access to risk of Hiscox.
11 to 50 staff
Re2 Capital
Re2 is a climate risk platform. We seek to create a climate resilient future and accelerate the transition to a low-carbon economy by bringing to market innovative risk transfer and climate finance products.
1 to 10 staff
Seacrest Capital Group
Seacrest Capital Group is a leading independent energy investor specialising in the offshore oil and gas industry. Since 2010, Seacrest’s investment strategy has been to leverage its proprietary data, relationships and direct management capabilities to build a diversified and global direct investment portfolio. Seacrest’s portfolio includes a number of geographically focused E&P companies with operations in the United Kingdom, Norway, West Africa, Ireland, South East Asia and South America. Seacrest has interests in both offshore exploration and production companies, with exploration investments including Azeire (Ireland), AziLat (Brazil), Azinor Catalyst (UK) and Azinam (South Africa & Namibia), and production investments including Seacrest Petróleo (Brazil) and OKEA (production and development Norway). In addition, Seacrest was founding investor in Eco Atlantic O&G (Guyana and Namibia focused explorer) and Seapulse (global O&G exploration drilling company).
11 to 50 staff
Centaur Asset Management Ltd
Centaur Asset Management is a subsidiary of Centaur Holdings Ltd (“Centaur”), a global investment holding company with interests and investments ranging from asset management, wealth management, private equity, venture capital, mining and natural resources and agricultural investments. We are a ‘boutique’ asset management and investment advisory division of Centaur, proving investment solutions for individuals, advisors, fund sub-advisory division clients and institutions. Our investment team provides investment strategies, structuring, advice and ongoing management or advisory services with a specific focus on diversified asset classes and uncorrelated investment opportunities. Our investment team is driven by intensity, integrity, intellectual curiosity and a strong sense of investment and ethical values. The founding principles work closely on every transaction to share knowledge and experience. Our offices are in London and Bermuda.
51 to 200 staff
Kryger Capital
Kryger Capital is headquartered in Hamilton, Bermuda with a subsidiary office in London, UK. Kryger Capital Limited is authorised and regulated by the Financial Conduct Authority in the UK and is an Exempt Reporting Adviser with the Securities and Exchange Commission in the US. Kryger Capital LLC is licenced to conduct investment business by with the Bermuda Monetary Authority and is an Exempt Reporting Adviser with the Securities and Exchange Commission in the US
11 to 50 staff
New Ocean Capital Management Ltd
New Ocean Capital Management Limited is a Bermuda-based asset manager with expertise investing in reinsurance risk products. New Ocean is focused on providing investors with risk-adjusted returns in the insurance and reinsurance convergence market.
1 to 10 staff
Equilibria Capital Management
Equilibria Capital is an asset management company focused on managing investment funds and separate accounts for private and institutional clients. The firm’s funds and portfolios invest globally across multiple asset classes in both public and private markets.
1 to 10 staff
Alpha Innovations Ltd
Alpha Innovations (AI) is a next generation global asset management firm engineered to solve the legacy issues that make traditional asset management funds unappealing. We are committed to leading the industry into the future by pioneering the introduction of blockchain technology and utilizing cutting edge structural innovation to reduce the risk inherent in traditional portfolios, improve efficiency, and provide uncommonly compelling investment options that will inspire investors to put their capital to work.
1 to 10 staff
Exploration Capital Limited
11 to 50 staff
Windward Management Ltd
Windward Management is a specialized investment manager that has strong, long-standing relationships with Bermuda-based insurance companies, banks, trust companies, brokers, actuaries, attorneys and auditors. Windward provides a personalized service from senior professionals who, collectively, have a combined 58 years of experience in the financial arena.
1 to 10 staff
Calidris Investment Partners Ltd
Calidris Investment Partners is registered by the Bermuda Monetary Authority to act as an investment adviser. The firm is based in Bermuda and focused on executing strategic capital partnership transactions within the insurance sector. Calidris is led by Daniel Miller and Philippe Trahan, two highly experienced insurance sector investors. Calidris is backed by two institutional investment firms with a strong track record in building financial services businesses.
1 to 10 staff
Montauk Point Ltd
Montauk Point is the first and only truly independent underwriting and portfolio advisory service platform to third-party capital clients, offering strategic guidance and insights into the complexities of re/insurance market participation. As a synthetic reinsurance chief underwriting and portfolio management office we offer all the capabilities of a traditional reinsurance or insurance linked securities manager providing strategic and execution support for allocators of risk capital. We specialize in helping capital providers with portfolio construction, risk portfolio lifecycle management, and strategic decision-making for market outperformance.
1 to 10 staff