PrestigeWealth Management

PrestigeWealth Management is a premier wealth management firm based in Portsmouth, Dominica, offering bespoke financial planning, investment advisory, and tax optimization services to affluent clients. Established in 2020, the firm focuses on helping high-net-worth individuals and families manage their wealth effectively while taking advantage of global investment opportunities. PrestigeWealth Management specializes in delivering tailored financial solutions that meet the specific needs and goals of each client, providing both local and international wealth management services.

The firm was founded by Richard Samuel, a seasoned financial advisor with a background in international finance and wealth management. PrestigeWealth Management employs a team of 15 professionals, including financial planners, portfolio managers, and legal advisors who assist clients with everything from investment strategy to estate planning and succession management. The firm is known for its client-focused approach, offering personalized financial advice designed to optimize tax efficiency, manage risk, and grow wealth sustainably.

PrestigeWealth Management is particularly recognized for its Global Investment Solutions, offering clients access to diversified portfolios that include real estate, equities, bonds, and alternative investments in markets across the Caribbean, North America, and Europe. The firm also provides Philanthropy Advisory Services, helping clients develop charitable giving strategies that align with their values and long-term financial goals.

The company’s core values are integrity, innovation, and client success. PrestigeWealth Management is dedicated to building strong, long-term relationships with clients by offering tailored financial solutions that help them achieve their wealth management objectives. In 2023, the firm reported assets under management (AUM) of approximately $150 million, driven by its success in helping clients grow their wealth through diversified global investments.

Looking forward, PrestigeWealth Management plans to enhance its digital services, offering clients online portfolio management tools and financial planning software to make wealth management more accessible. The firm is also expanding its focus on impact investing, incorporating more environmentally and socially responsible investments into its clients’ portfolios.