Prosper Asset Management

Overview

Prosper Asset Management works with family offices and high-net-worth clients seeking access to global markets. The firm reports more than $500 million under management and 25 years of experience advising family offices and high-net-worth investors.¹

History

Prosper was founded in 2023 by Rob Taylor and David Bruce after their work with Gareth Morgan’s family office.²

Leadership

Rob Taylor is Co-Founder and Managing Director. He leads investment strategy and operations and serves as a principal client contact.²

David Bruce is Co-Founder, with experience in technology development, systems, process design and client service.²

Andrew Courtney is Investment Analyst, focusing on portfolio management and investment strategy. His background includes economic policy, institutional investing and global equities analysis.²

Services

Prosper offers Market Access and Transaction Execution Services, known as MATES, for clients with their own investment capability who need implementation support. The firm describes MATES as a fractional family office providing access to institutional-grade services, custody and dealer relationships.³

Its Discretionary Investment Management Service, or DIMS, gives Prosper authority to make day-to-day investment decisions within an agreed client mandate.³

What the firm offers

• Investment management

Client Focus

Prosper serves New Zealand resident wholesale investors with at least $5 million of investable assets. Its clients include large family offices seeking investment ideas, portfolio construction and execution, as well as high-net-worth investors typically investing $5 million or more through the discretionary service.¹

Approach

Prosper says it builds long-term client relationships and tailors solutions to each client’s goals, circumstances, income needs and risk tolerance. The firm states that it is paid through a single transparent management fee and does not receive commissions on trade recommendations or execution markups.⁴

Assets and Minimums

Prosper reports managing more than $500 million for clients. The firm states that it serves New Zealand resident wholesale investors with at least $5 million of investable assets.¹³

FAQs

Related resources

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Sources

1. Prosper Asset Management
2. Prosper Asset Management Our Team
3. Prosper Asset Management Our Services
4. Prosper Asset Management About Us

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.