Institutional-Grade Investment Advisory Excellence

Sophisticated wealth management and institutional investment solutions designed for discerning clients seeking superior risk-adjusted returns

$2.5B+

Assets Under Advisement

20+

Years Experience

500+

Institutional Clients

8

Global Offices

Institutional Excellence Since 2005

A distinguished legacy of delivering sophisticated investment advisory services to institutional and high-net-worth clients

Prestige Advisory Ltd is a leading institutional investment advisory firm specializing in sophisticated wealth management solutions. Our team of seasoned professionals combines decades of experience across global markets with cutting-edge research and risk management capabilities.

With over $2.5 billion in assets under advisement and a track record of consistent outperformance, we serve institutional investors, family offices, and high-net-worth individuals seeking institutional-grade investment solutions with personalized service excellence.

SEC Registered

Fully registered investment advisor with comprehensive regulatory compliance

FINRA/SIPC Member

Securities offered through regulated member firms ensuring client protection

Global Presence

Strategic offices across major financial centers worldwide

Institutional Investment Solutions

Sophisticated investment strategies and risk management solutions for institutional and high-net-worth clients

Portfolio Management

Sophisticated multi-asset portfolio construction and optimization utilizing institutional-grade risk models and advanced quantitative strategies.

Investment Research

In-depth fundamental and quantitative research across global markets with institutional-level due diligence and analysis.

Wealth Planning

Comprehensive wealth structuring including tax optimization, estate planning, and multi-generational wealth transfer solutions.

Risk Management

Institutional-grade risk assessment, stress testing, and portfolio hedging strategies to protect capital and enhance returns.

Alternative Investments

Access to exclusive alternative investment opportunities including private equity, hedge funds, and real assets.

Global Markets

International investment opportunities across developed and emerging markets with institutional-grade global expertise.

Meet Our Leadership Team

Seasoned professionals with decades of combined experience in institutional investment management

Joseph Jason

Joseph Mason Jason

Chief Executive Officer

With over 25 years of experience in investment banking and wealth management, I bring a wealth of expertise in advising high-net-worth individuals, institutional clients, and family offices. Former Managing Director at Goldman Sachs, where I led complex financial transactions, developed strategic investment solutions, and built long-term client relationships. Skilled in structuring sophisticated investment products, managing large portfolios, and navigating global financial markets. Known for providing insightful market analysis, risk management, and wealth preservation strategies to clients seeking growth, stability, and diversification. Deep understanding of the intersection between traditional and alternative investments, with a proven ability to create value in both bull and bear market conditions.


Robert Bruce

Robert Glen Bruce

Chief Investment Officer

Portfolio management expert with over 20 years of experience in global markets and alternative investments. Proven track record of delivering consistent, risk-adjusted returns across diverse asset classes including equities, fixed income, private equity, hedge funds, and real estate. Adept at developing and implementing tailored investment strategies for high-net-worth individuals, institutional clients, and family offices. Skilled in market analysis, asset allocation, and portfolio optimization, with a deep understanding of both traditional and alternative investment vehicles. Passionate about navigating complex financial landscapes to uncover value and mitigate risk in ever-changing market conditions.


+1-863-257-8261
James Waters

James Patrick Waters

Chief Investment Advisor

A highly experienced Senior Investment Advisor with a proven track record in financial strategy, portfolio management, and global investment consulting. Skilled in evaluating complex market opportunities and crafting customized investment solutions that align with clients’ goals and risk profiles. Demonstrates exceptional analytical ability, strategic foresight, and a commitment to delivering sustainable long-term growth. Known for providing data-driven, transparent, and client-focused advisory services that inspire trust and measurable results.


Andrew Ericsson

Andrew Ericsson

Managing Director

Portfolio management expert with over 20 years of experience in global markets and alternative investments. Specializes in private equity and venture capital investments, with a particular focus on technology startups. Proven track record of identifying high-growth opportunities, structuring deals, and supporting portfolio companies through key stages of development. Adept at managing risk and driving value in fast-paced, high-potential sectors, particularly in the tech space. Skilled in asset allocation, market analysis, and strategic investment planning for high-net-worth individuals, institutional clients, and family offices. Passionate about leveraging deep industry knowledge and an expansive network to foster innovation and maximize returns.


John H Williams Jnr

John H Williams Jnr

Senior investment Manager

Senior Investment Manager with over 15 years of experience in institutional portfolio management, specializing in fixed income and alternative investment strategies. Proven ability to develop and execute tailored investment solutions that align with clients' long-term financial goals and risk profiles. Expertise in managing large-scale portfolios, including the integration of alternative assets such as private equity, hedge funds, real estate, and commodities. Adept at conducting in-depth market analysis, optimizing asset allocation, and utilizing advanced risk management techniques to achieve superior, risk-adjusted returns. Strong track record in building and maintaining relationships with institutional clients, ensuring transparency, performance, and strategic alignment across diverse investment portfolios.


+1-443-225-2454

Client Testimonials

What our institutional clients and partners say about our investment advisory excellence

Prestige Advisory has been instrumental in helping us achieve consistent outperformance across our institutional portfolio. Their deep market insights and sophisticated risk management approach have delivered exceptional results for our foundation's endowment fund.

Sarah Mitchell

Chief Investment Officer

Global Education Foundation

The team's expertise in alternative investments and private equity has significantly enhanced our portfolio diversification strategy. Their institutional-grade research capabilities are unmatched in the industry.

Michael Chen

Managing Director

Pacific Rim Capital Partners

Working with Prestige Advisory has transformed our approach to wealth management. Their personalized service combined with institutional-level sophistication makes them the perfect partner for high-net-worth families.

Robert Kensington

Family Office Principal

Kensington Family Holdings

The global market coverage and 24/7 monitoring capabilities provide us with the confidence we need in today's volatile markets. Their risk-adjusted returns consistently exceed our benchmarks.

Dr. Amanda Foster

Portfolio Manager

International Pension Fund

Connect With Our Investment Professionals

Schedule a confidential consultation with our senior investment advisors. All inquiries are directed to our central advisory team.

Our Global Offices

Select a location to include it in your message:

Connecticut
Stamford, CT
New York
Hudson Yards, NY
Florida
Miami, FL
Massachusetts
Boston, MA
California
Los Angeles, CA
United Kingdom
London
UAE
Dubai, DIFC
Hong Kong
Central

Schedule Your Consultation

All consultation requests will be sent to our senior advisory team at info@prestigeadvisory.online

Your inquiry will be automatically sent to our senior advisory team for prompt attention