Prospero

Prospero Bermuda

Your Wealth
guided to safe harbours
PROSPERO
Smarter investment choices

What Is Prospero

Prospero is an international investment platform that connects you to a broad range of investment opportunities through a single investment contract.

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Prospero gives you access to cutting edge AI-driven portfolios and Target Outcome ETF’s (Exchange-Traded Funds), which, combined with traditional investment options like mutual funds, ETF’s, and direct securities, provide a powerful solution for building your portfolio.

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Within Prospero, your investments are managed through a trust participation structure, affording additional legal protection and independent fiduciary care. This structure also provides the benefit of estate preservation, allowing your wealth to be efficiently transferred and maintained for future generations, all without additional costs.

What We Offer

Smarter Investment
Choices

Independently
Managed
Portfolios

Your money is actively managed by experts, helping it grow while saving you time, reducing stress, and ensuring decisions are made according to your risk tolerance profile.

Risk Profiled
Fund Models

Your portfolio is custom-built to match your risk tolerance and kept on track through disciplined, systematic asset allocation — ensuring stability, control, and optimized long-term returns.

AI ETF
Portfolios

AI-driven portfolios constantly adapt to markets via weekly rebalancing, while delivering consistent risk-adjusted performance, and retaining investment transparency and liquidity through the use of ETF’s and cash.

One Fund
Trust

Access globally managed, risk-tailored portfolios in a Bermuda trust structure that simplifies international reporting and helps defer capital gains until withdrawal — making cross-border investing easier and easing local tax reporting (consult your local tax advisor).

Target
Outcome
ETF’®

REFERENCE ASSET
S&P 500® INDEX
NASDAQ 100 INDEX

Target Outcome ETF’s provide you with built-in downside protection, defined growth potential, and predictable results—offering a flexible, long-term way to stay invested with controlled risk and preset outcome ranges.

Traditional Investment
Choices

Ucits Funds
And ETF’s

300+ UCITS funds and ETF’s
30+ Global Managers

Funds and ETF’s are investment vehicles that pool money from many investors to buy a diversified mix of assets such as stocks, bonds, or commodities.

Traditional funds are priced once a day, ETF’s, like an equity, trade on exchanges throughout the day, providing efficient access to diversified, professionally managed investment options with lower costs, liquidity, and long-term growth potential—without needing to select individual assets yourself.

Direct
Securities
Solution

Trade on major global stock exchanges
including: NYSE, NASDAQ, EURONEXT, LSE etc.

Access to direct equities and ETF’s across major global exchanges gives you worldwide investment opportunities, greater diversification, and the flexibility to act instantly on market opportunities.

Investment products and services may not be available in all jurisdictions.
Please consult your financial advisor to understand the options applicable to your location.

Prospero Fiduciary Services

Prospero Bermuda Trust chart

The Prospero Investment Plan is issued through the Bermuda law governed Prospero Master Trust.

Each investor has a segregated Sub-Trust, with assets held by the trustee for their benefit.

Segregated Accounts

Segregated Accounts established and maintained pursuant to the Bermuda Segregated Accounts Companies Act 2000 and are structured to insulate the assets of each investor from the general account and other investor accounts.

Succession Planning

Around the world inheritance laws vary, which can complicate the succession wishes of an individual. A Bermuda trust, being governed by Bermuda law, can recognize the self-selected succession plan of the settlor, distributing the assets to the underlying beneficiaries named in the trust documents.

About Us

Prospero is Supported By Expert Service Providers

Kane Administration

Administration & Technology company

$15B+ assets under administration

20+ years in the offshore market space

Ocorian Trustee

Leader in compliance services for funds, corporate, capital markets & private clients

15,000+ structures under administration

50+ years supporting clients

CIG Securities Trading

Capital International Group - CIG is a licensed stockbroker and London Stock Exchange member.

Enabling quick execution, trading, and limit equity orders

25+ years in business and $5B in AUM

"Kane" refers to Kane LPI Solutions Limited (Bermuda). "Ocorian" refers to Ocorian Services (Bermuda) Limited. "CIG" refers to Capital International Group (Isle of Man). The entities named are independent third-parties that provide services to Prospero.

Product Basics

Plan structure:
Bermuda Trust.
Ownership:
Individuals, Companies, Trusts.
Currencies:
USD, GBP, EUR
Minimum investment:
50,000.
Maximum investment:
No maximum amount.
Minimum additional investment:
25,000 (single investment).
Withdrawals:
Multiple withdrawals of a minimum 5,000.
Switches (between mutual funds and model portfolios)
Free (for switches of ETF’s and Direct Securities a fee applies - refer to the fee sheet)
Minimum plan value:
Minimum 20,000 investment amount per currency must be retained in a Plan in order for the Plan to remain in effect.
No initial sales charge:
100% investment allocation.
Attractive liquidity:
100% liquid (other options available, refer to the fee sheets and product prospectus).
Pricing:
Daily pricing.

Contact Us

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Contact info

Bermuda
4th Floor, Cumberland House,
1 Victoria Street, Hamilton HM 11,
P.O. Box HM 3033, Hamilton HM NX,
Bermuda

Service Centre enquiries:
prosperobermuda@prosperoinvest.com

Sales & Distribution:
info@prosperoinvest.com

Complaints:
complaints@prosperoinvest.com