Professional Advisers – Why Use Prospect Wealth Management?

Reduced regulatory risk

The selection of investments and individual funds for clients by intermediaries is now a significant business risk.

The FSA are looking ever more closely into the research and selection criteria adopted by intermediaries when selecting investment recommendations for clients. These risks are removed when you outsource the investment management service to Prospect.

Quality offering for your clients

The investment service is of a similar standard to that provided to the largest institutional investors. You and your clients deal only with experienced investment professionals at all times.

Client expectations management

Our risk profiling process ensures clients select the right asset mix for their needs and have realistic return expectations.

High calibre systems backing

RJIS provide all back office services for Prospect.

RJIS has a particular expertise in the delivery of simple but sophisticated solutions to the complex needs of private clients.

Process, performance and risk control

We apply modern, quantitative disciplines to bring objectivity to our investment decisions. Supported by research from some of the leading global financial institutions, our processes are designed to avoid the pitfalls associated with emotional responses to market movements.

Our goal is to out-perform the client’s benchmark while at the same time limiting the risk of underperformance.

Improve your business

Build a valuable recurring income stream or enhance existing revenues from this area without increased business risk.

Reduce your PI cover costs by outsourcing investment management.

Increase the exit value of your business.

Benefit from the marketing support offered by Prospect in acquiring new clients