BITISIE
Our Story
Bitisie has been the quiet force behind some of the world's most successful wealth stories combining institutional discipline with deeply personal advisory.
$42B+
Assets Under Management
50,000+
Active Investors
78
Countries Served
Our Mission
Our mission is to deliver institutional-grade investment management and deeply personalised financial advisory that genuinely improves the financial lives of every client we serve.
We act as unconditional fiduciaries, placing your interests above all else and hold ourselves accountable to the highest ethical and regulatory standards in the industry. Every portfolio decision, every strategy recommendation, and every client interaction is guided by this unwavering commitment.
Our Vision
We envision a world where sophisticated wealth management is not the exclusive domain of institutions and billionaires, where any disciplined investor can access the strategies, insights, and advisory that were once reserved for the ultra-wealthy.
By 2030, we aim to serve one million investors across 100 countries, managing $100 billion in assets while maintaining our founding culture of integrity, excellence, and client-first thinking.
Why We Exist
The wealth gap is not primarily a problem of income, it is a problem of knowledge, access, and discipline. The same tax-efficient structures, diversification strategies, and institutional-grade assets that the world's wealthiest families have used for generations are now available to you through Bitisie.
We exist to close that gap: providing every client from the first-time investor to the multi-generational family office with the tools, transparency, and trust required to build durable, meaningful wealth.
98%
Client retention rate year-over-year
4.9★
Average client satisfaction score
$0
Hidden fees — ever
24/7
Enterprise plan client support access
Our Foundation
We are fiduciaries by legal obligation and by personal conviction. We never recommend a product for commission or act in our own interest at the expense of yours. Full stop.
Every investment thesis is stress-tested, peer-reviewed, and subjected to devil's advocacy before capital is deployed. We prize independent thinking over consensus and contrarianism over comfort.
We do not manage money for clients—we manage money with them. Your goals, constraints, fears, and aspirations are the inputs to every strategy. We listen more than we speak.
You see every fee, every trade, every return in real time. We believe informed clients make better long-term decisions and remain committed investors through inevitable market turbulence.
We measure success in decades, not quarters. Our portfolio construction, research investment, and staffing decisions all reflect a conviction that patient, disciplined capital allocation wins over time.
Opportunity is not geography-bound. Our on-the-ground presence across 24 financial centres and analysis of 78 markets ensures your portfolio captures the best risk-adjusted opportunities wherever they arise.
Our Journey
James Harrison and Sarah Chen founded Bitisie with $12M in seed capital and a radical conviction: that institutional-quality investment management belonged in the hands of every serious investor, not just endowments and sovereign wealth funds.
While many peers lost 40–60% of client assets during the NASDAQ collapse, our disciplined multi-asset framework limited drawdowns to 8.2%. Client referrals tripled. AUM crossed $500M for the first time.
Our proprietary risk models flagged systemic mortgage exposure in early years. We repositioned client portfolios to defensive assets 14 months before the peak. When Lehman fell, our flagship strategy delivered +4.1% vs the S&P's -37%. AUM reached $3.2B.
We opened international offices in three of the world's most strategically important financial centres. FCA authorisation in London. MAS licence in Singapore. DFSA registration in Dubai. AUM crossed $10 billion. Team grew to 400 professionals.
We launched our proprietary digital investment platform, extending institutional access to investors starting from $50. Portfolio volatility during COVID-19 was contained at one-third of the market average. We also launched our ESG screening framework and became a UNPRI signatory.
Bitisie today stands as one of the world's most trusted independent wealth management institutions. Recognised by the Financial Times, Morningstar, and the CFA Institute, we continue to grow by staying true to the principles our founders instilled: integrity, excellence, and a relentless focus on client outcomes.
Global Presence
GLOBAL COVERAGE · 78 COUNTRIES
Work With Us
Whether you're starting at $500 or entrusting us with your family legacy, we bring the same rigour, transparency, and care to every account.
No commitment. No hidden fees. Cancel anytime.