How We Work With You
We aim to form long term relationships with intermediaries by meeting the needs of their clients for a quality, professional investment management service. We are also committed to providing the same standard of service and support to those intermediaries with whom we work.
Joint Client Meetings
We are very happy to attend regular client meetings. This may be an initial presentation about our services or a review of progress on the portfolio.
Existing Portfolio Reviews
The decision of whether to change the investment manager on an existing portfolio can be a complex one. We can assist you and your clients by providing a written report reviewing their existing investment strategy covering performance, risk alignment and level of diversification.
Client Cash Flow Planning
To assist your client with setting their long term investment goals we can provide a cash flow illustration to highlight prospective portfolio values under a range of assumptions for future returns and potential additions or withdrawals.
Our commitment to service includes running client seminars at least each year to keep you and your clients up-to-date with our longer term views on the markets.
In addition, you and your client will receive a monthly newsletter to keep you up-to-date with our views on equity and bond markets. (Prospect was short listed in the Best Newsletter category for the City of London Wealth Management Awards 2015, 2016 & 2017).
Each quarter you and your client will receive a comprehensive report including a performance review and a commentary on the investment outlook.
You and your client will have online access to our secure online Investor Access service, which will provide valuations as the previous night’s close of business and the transactions for the last two years.
Brochures and sales aids are available to help you present our investment solution to your clients. In many instances this material can be jointly branded.
We can provide training in promoting the Prospect approach to investment management. We can also provide training to your administration team to ensure the service interface is seamless.
With access to a number of prospect databases and a commitment to run marketing programs such as seminars and PR, we plan to support our intermediary network in the acquisition of new clients.