Investment Portfolio

Managing your Investment Portfolio

Imagine having the peace of mind that your investment portfolio is being managed. With Prosperity Wealth Creation, you'll get just that, an adviser who will work with you to recommend a portfolio that best fits your needs. Based on fund recommendations from the experts at Morningstar Associates and FE Analytics, Prosperity Wealth Creation provides advice on how to manage your assets.

Four Reasons to Choose Prosperity Wealth Creation

  1. Fe Analytics and Morning star Recommendations and Prosperity Oversight -
    Based on recommendations from the experts at Morningstar and FE Analytics, Prosperity Wealth Creation provides advice, as well as ongoing investment portfolio asset allocation, monitoring and rebalancing to meet your individual risk tolerance and needs.
  2. Goal-Focused Portfolio Management - Your investment portfolio is automatically invested and rebalanced, so you stay focused on your specific goal.
  3. Straightforward Pricing - Benefit from competitive pricing with the simple asset-based fee.

Convenient Updates and Access - You'll get regular updates on your investment portfolio and have access to your adviser by calling +44 (0) 203 432 1075, 9:00 a.m. - 5:30 p.m. ET, Monday - Friday, excluding market holidays.

Our Investment process

We understand that clients are not necessarily averse to taking risk but that they are particularly sensitive to capital losses. This delicate, yet important, difference is a key aspect of our investment approach.

Prosperity Wealth Creation invest in a suite of risk optimised portfolios, which is targeted to the investor's risk profile. Our approach leverages the efficiency of cutting edge technology with the oversight of experienced professional, to deliver an optimal investment process for our clients.

We produce a range of portfolio types including actives, passives and hybrids, which are designed to produce superior risk-adjusted returns. Each portfolio is regularly reviewed and has strict targets that it must meet in regards to both performance and risk.

Get Started With Prosperity Portfolios

  1. Complete a simple fact find with a Prosperity Investment Consultant at our local branch or by phone.
  2. Prosperity Wealth Creation will assess your objective, time horizon, and risk tolerance to find the best investment portfolio solution for your needs.
  3. Once you have chosen an investment portfolio, you'll open a new account, in which to implement it, and we will manage the portfolio according to your goals.