Our Story

Founded in 1999 by a team of seasoned financial professionals, Prestige Capital Partners has grown from a boutique advisory firm to one of the most respected investment management companies in the industry.

Our journey began with a simple yet powerful vision: to provide sophisticated investment solutions with a personal touch. Today, we manage over $2.5 billion in assets for clients across the globe, maintaining the same commitment to excellence that defined our early years.

Company history

Our Mission

To empower our clients to achieve their financial objectives through innovative investment strategies, personalized service, and unwavering commitment to their success.

Our Vision

To be the premier investment management firm, recognized for our expertise, integrity, and ability to consistently deliver superior results for our clients.

Our Leadership Team

Meet the experienced professionals who guide our firm and serve our clients

James Morrison

James Morrison

Chief Executive Officer

With over 20 years in investment management, James leads our firm with a focus on innovation and client service excellence.

Sarah Chen

Sarah Chen

Chief Investment Officer

Sarah's analytical expertise and market insights drive our investment strategies and portfolio performance.

Michael Rodriguez

Michael Rodriguez

Head of Client Relations

Michael ensures every client receives personalized attention and comprehensive financial planning services.

Recognition & Awards

Our commitment to excellence has been recognized by industry leaders

Best Investment Firm 2023

Financial Times

Excellence in Client Service

Investment Week

Top Wealth Manager

Barron's

Industry Innovation Award

InvestmentNews

Join Our Distinguished Clientele

Experience the difference that comes with working with a firm that puts your success at the center of everything we do.