The Relationship Framework

At Prospera Capital, our commitment is to place our clients at the core of everything we do. Our Relationship Framework is designed to create a seamless, transparent, and efficient partnership between you, Prospera Capital, and your chosen custodian bank. This framework is built on three key elements: client-centric strategies, collaborative partnerships, and transparent reporting, ensuring that your wealth is managed with the utmost care and precision.

Elements of the Framework

The Client is the central focus of our relationship framework. Every strategy, decision, and service is crafted around your financial goals, aspirations, and long-term vision. You remain in full control of your assets while benefiting from our expertise and support.

We are your trusted partner and advisor, responsible for: Crafting bespoke strategies that align with your unique financial objectives. Executing investment plans with discipline and precision. Providing transparent reporting and regular updates to ensure clarity and confidence in every decision. Offering insights and recommendations tailored to your evolving needs and market dynamics.

The Custodian Bank serves as the secure entity for safekeeping your assets. Under Prospera Capital’s guidance, the custodian ensures: Execution of transactions based on strategies developed by Prospera. Access to global financial markets and best-in-class products. Protection and custody of your wealth.

How the Framework Works

You partner with Prospera Capital to identify financial goals and chart your journey.

We help you select the most suitable custodian bank for asset safekeeping, based on your needs.

Prospera Capital crafts a bespoke investment roadmap, aligning with your vision for growth and legacy.

Under the Limited Power of Attorney (LPOA), we implement the agreed strategy, collaborating with custodians for smooth execution.

Both Prospera Capital and the custodian bank provide clear, real-time reporting, ensuring you’re always informed.