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HOW TO INVEST

1Join Investor Community
2 Complete application form
3 Invest & GROW your wealth

If you still have problems, please let us know, by sending an email to info@prosperityglobal.ch. Thank you!

OFFICE HOURS

Mon-Fri 9:00AM – 5:30PM
Sat – 9:00AM-13:00PM
Time zone: UTC+1
Sundays by appointment only.

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SERVICE INFORMATION AND CLIENT EXAMPLES BELOW

YOUNG PROFESSIONAL

RETIREE

WEALTH ADVISOR

PORTFOLIO MANAGER

DISCRETIONARY MANAGED ACCOUNTS

ARE YOU SEEKING STRONG RISK-ADJUSTED RETURNS IN A REGULATED ENVIRONMENT?

Our understanding of your investment objectives and risk appetite is at the center of our discretionary management service. Our strategy portfolios can accommodate a wide range of investment needs, including preference for regular income stream to optimization of account structure to maximize tax efficiency, timing concerns, pension planning and any ethical restrictions.

All investors are invited to complete an Investor Profile. We use this to establish suitable risk profiles and portfolio selection. We have internal guidelines for each risk tolerance but we can also accommodate wider risk bands, if agreed with the investor.

Our Bespoke service is customized to meet the needs of our high net worth clients with in excess of CHF 1 million to invest and who are looking for a higher degree of customization and require direct access to a dedicated investment manager. We will work closely with you and your advisers to ensure that they understand your portfolio requirements and that our flexible approach adapts as your personal circumstances evolve.

FLEXIBLE TERMS & STRUCTURES

BESPOKE SERVICE

PROFESSIONAL INVESTMENT TEAM

PENSION FUND MANAGEMENT

DO YOU WANT TO AVOID THE WEIGHTY FEES OF TYPICAL PENSION PLANS? WOULD YOU LIKE A MORE TAILORED SERVICE TO MEET YOUR PERSONAL CIRCUMSTANCES?

As you move through the various stages of your life, your financial requirements change. This is also true for your pension assets. We offer an investment service tailored to your current and future investment needs, ensuring your pension assets work as hard as possible for your future. Whether you require asset growth, preservation of assets as you approach retirement or generating a regular income to sustain your lifestyle post-retirement, we can help you.

If you currently have an occupational pension plan, or alternatively do not have a pension scheme at all, we can support you in establishing an investment vehicle such as a Self Invested Personal Pension. Our team has significant experience in setting up personal pension schemes and trusts, and can assist you throughout the entire process.

INCREASED GROWTH RATE

TAILORED INCOME EXTRACTION

ADMINISTRATION SUPPORT

CORPORATE TREASURY

DOES OPTIMZING CORPORATE CASHFLOW AND MAXIMISING RETURNS ON DORMANT CASH INTEREST YOU?

Our Corporate Treasury service works closely with your treasury department to identify opportunities to invest corporate funds to flexible financial investments. We leverage our in-house accounting experience gained from some of the world's most prestigious and largest accounting firms to ensure that your company’s financial obligations are met throughout the investment process.

The service is aimed at reducing the time company funds are spent dormant or placed in money market instruments generating relative low levels of interest. Our investment vehicles not only provide a more streamlined process, but also incorporates a fast withdrawal process should you need to meet immediate financial obligations.

INVEST IDLE CASH

FAST WITHDRAWALS

IMPROVE CASHFLOW

CLIENT EXAMPLES

Mr. Pro, is a high-flying junior lawyer working in London. In addition to the various musical events and sporting activities he enjoys, Mr. Pro is also prudent about his long-term financial goals. Modest automated monthly contributions are made to his investment account with PG as he realizes the accumulation of capital and investment returns over the next 20 years.

 

 

Mrs. Glo spent most of her working years contributing to her occupational pension plan. Now that she has retired, she is now drawing down on her pension to sustain her living standards. She recognizes that investing part of her pension fund into a PG investment plan generates passive income to offset, in-part or in-full, her monthly living expenses.

 

Mr. Sperity has just launched his very own wealth advisory firm in Zurich, predominantly servicing affluent clients from the Middle East. As part of his portfolio offerings to his clients, he engages PG to provide investment strategies for his alternative investment allocations. He understands the benefits of using a multi-strategy manager that also provides highly marketable performance histories.

 

 

Ms. Bal has been working for Anonymous Capital, a leading Chinese-based hedge fund, for 5 years. Using a feeder fund structure, she commits funds from several funds into a master fund based offshore, which is PG’s allocation. Ms. Bal understands that PG not only has high-capacity strategies but also deep understanding of liquidity facilities and thus able to optimize prime broker relationships, leaving Ms. Bal and Anonymous Capital to focus on client management.

 

IT'S ACTUALLY A VERY EASY PROCESS

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Invest & GROW your wealth

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