Family Office and High Net Worth Investors

Your trusted partner to protect, grow and enhance your legacy

Every investor has a different story, shaped by experiences and aspirations. At Prime Value we partner with our high net worth investors and family offices to deliver tailored long-term investment solutions that will build on their wealth across generations. It’s taking the time upfront to understand your story and what you are wanting for the future, that provides us with a strong foundation to build a customised solution that will grow your family’s portfolio of investments.

Prime Value is devoted to providing information and tools that will enable high net worth investors and their families to select the most suitable investment solutions for their needs and objectives. With geopolitical and trade tensions becoming the new norm, you need a fund manager that has the breadth and depth of experience to safely navigate market uncertainty.

Prime Value is dedicated to providing an integrated service to high net worth individuals and families, delivering enhanced returns through an agile approach to investing.

With our family office origin, we understand the importance of wealth preservation; ensuring that our investment solutions are armed with risk management strategies to safeguard against permanent capital loss, and are based on cross-fertilisation of market insights and intelligence, rather than out of date information and data.

We are always on the look-out for investment opportunities to continue our wealth creation journey.

Improve your investment expertise with Prime Value’s transparent investing approach

We work with our high net worth families clients, passing on wealth management strategies and other life lessons to preserve and grow family wealth so that it is not lost for future generations. Our investors are given insights into Prime Value’s long-term investment outlook and have access to view their investments in one place, side by side with a dedicated Relationship Manager.

Prime Value’s high net worth investors receive exclusive invitations to intergenerational wealth investment forums and seminars that outline proven strategies that consolidate family wealth while satisfying the needs of every family member. You can gain a clearer view of your collective pool of wealth and can meet your family’s investment objectives through access to customised updates on your investments.

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