General Overview

Prospect Wealth Management was established with the aim of bringing the highest standards of professional investment management to the individual investor.

In a market place that is all too often dominated by short term returns, we focus on three fundamentals of investment.  We take the time to get to know you and to understand your charity’s investment needs so we can help you establish a realistic and tax efficient investment strategy.  We actively manage a well diversified portfolio for you, using proprietary processes that can raise the probability of your charity meeting its goals.  Most importantly, our processes are transparent so you know what you should expect from us and whether we are meeting your expectations.

These characteristics, long considered essential in the institutional market place, remain rare in private client asset management.  Our confidence in our service and process is reflected in our commitment to invest our own savings alongside those of our clients.