Prospect Wealth Management was established in 2006 with the objective of bringing institutional standards of investment management to private clients, charities and trusts.
In practice four characteristics distinguish us in the marketplace:
• We employ a contrarian investment approach utilising our own quantitative screening models. This helps our experienced investment team to identify undervalued securities rather than follow the latest fashion.
• We invest directly in individual equities and bonds for UK market exposure (minimum portfolio size £100,000).
• We create a single composite benchmark relevant to the asset mix of each portfolio so you can judge whether we are delivering the performance you expect.
• We ensure each client understands the trade off between risk and return, resulting in a portfolio relevant to client objectives. This contrasts with the general market approach of using pre-determined risk baskets i.e. low, medium and high risk.
Our confidence in our service is reflected in the substantial stake management hold in the company and our commitment to invest our own savings alongside our clients.
If you would like to learn more about our business please visit our website - www.prospectwealth.co.uk
Prospect Wealth Management is a trade name of Raymond James Investment Services Limited (Raymond James) utilised under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales number 3779657. Registered Office Broadwalk House, 2 Appold Street, London, EC2A 2AG
Company Details
- Founded
- -
- Address
- 33 Eastcheap, London,england,united Kingdom
- Phone
- +44-20 7392 2800
- in****@****h.co.uk
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- prospectwealth.co.uk
- Keywords
- Discretionary Investment Management.
- HQ
- London, England
Prospect Wealth Management Questions
Prospect Wealth Management's helpline number is +44-20 7392 2800
Prospect Wealth Management's website is prospectwealth.co.uk
Prospect Wealth Management's LinkedIn profile is https://uk.linkedin.com/company/prospect-wealth-management
Prospect Wealth Management's industry is
Investment Management
Prospect Wealth Management's top competitors are
Deutsche Bank,
Fidelity International,
Hsbc,
Treeplanters,
Thryve,
Ips Capital Llp,
Al Solutions,
Prospectree,
Ips Financial Services Limited,
Leadenhall Law Group.
Prospect Wealth Management's support email address is info@prospectwealth.co.uk
Prospect Wealth Management's categories are Investment Management
Prospect Wealth Management's founding year is 2006
