Prospect Wealth Management

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