Prosper manages over $500m on behalf of our clients, who range from large family offices partnering with Prosper for investment ideas, portfolio construction and cost-effective execution, to high-net-worth investors who entrust us to manage their portfolios (typically $5m+) under our Discretionary Investment Management service.
Our independence is a founding principle, not an afterthought. We have 25 years’ experience helping family offices and high-net-worth clients navigate markets to meet their investment goals. We pride ourselves on our independence – our only source of income is the fee clients pay us.
Every client is different. Once we understand your goals and circumstances, we have the flexibility to identify the right solutions and tailor our service to fit. That’s the value in not being restrained by the limitations of a larger corporate structure.
Prosper is a one-stop shop for family offices. From day one, you can deal equities, bonds, futures, forward FX, unit trusts and more through our established custody and dealer relationships. We pass on the wholesale rates we have negotiated, at cost, and we manage the counterparty relationships so that you don’t have to.