Why Choose PROSPERO?
Best Of Breed Investment Solutions
Choose from best of breed investment solutions including Artificial Intelligence (AI) as well as world-class mutual funds, etfs, individual securities (direct equities) and model portfolios all in one simple solution.
We work alongside globally recognized investment managers to provide you with the best possible options.
PROSPERO access
A Robust Trust Structure In A Trusted Domicile
Investments are wrapped in a Bermuda trust structure with the inherent benefits of estate preservation, without the additional costs.
Flexibility To Manage Your Investments
No hassle administration model with full liquidity at any time and the ability to easily transfer between investment choices.
Product Basics
Plan structure:
Bermuda Trust.
Ownership:
Individuals, Companies, Trusts.
Currencies:
USD, GBP, EUR
Minimum investment:
25,000
Maximum investment:
No maximum amount.
Minimum additional investment:
USD 5,000 (single investment) per currency.
Withdrawals:
Multiple withdrawals of a minimum 5,000 (per currency).
Switches between underlying funds:
No minimum for Mutual Funds*
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).
Pricing:
Daily NAV.