Monitor your investments online with the award winning Prime Trade Expert wealth platform

Wealth Management made easy with Prime Trade Expert

Rather than trying to track your investments across various institutions, each with their own dealing processes, paperwork and charging structures, you and your adviser can manage them all efficiently, securely and cost-effectively on the Prime Trade Expert platform.

Investment Plans

BASIC

10%After 2 Days
  • Minimum : $200
  • Maximum: $4,999
  • 5% Daily Return
  • Instant Withdrawal
  • 15% Referal Bonus

Invest Now

EXECUTIVE

35%After 5 Days
  • Minimum : $5,000
  • Maximum: $9,999
  • 7% Daily Return
  • Instant Withdrawal
  • 15% Referal Bonus

Invest Now

PREMIUM

80%After 8 Days
  • Minimum : $10,000
  • Maximum: $50,000
  • 10% Daily Return
  • Instant Withdrawal
  • 15% Referal Bonus

Invest Now

INFINITE

156%After 12 days
  • Minimum : $50,000
  • Maximum: Unlimited
  • 13% Daily Return
  • Instant Withdrawal
  • 5% Referal Bonus

Invest Now



CERTIFICATION

Investment Protection

Awards

At Prime Trade Expert, we are proud of our work and pleased when our hard work is recognised.

2023

International Investment Awards 2023:

Best International Platform

2022

International Investment Awards 2022:

Best International Platform

2021

International Investment Awards 2021:

Best International Platform

What is a wealth platform?

At its heart, our platform is a secure online location where all your investments can be held and viewed in one place. With up-to-date valuations and a birds-eye view of your whole portfolio, it’s easy for you and your Financial Adviser to review and monitor your financial position.

Easy to use

The Prime Trade Expert platform is easy to use and costs less than traditional investment vehicles.

You and your Financial Adviser will enjoy a single point of access to a wide range of investments. And because our platform is designed specifically for internationally located investors, you can hold investments in different currencies and access investments from around the world with us.

Who is it for?

Our wealth management platform can be used by expatriates, trustees and corporate entities around the world.

You and your financial adviser can manage your investments efficiently, securely and cost-effectively on the Prime Trade Expert International platform.

Platforms are the future

We believe that platforms are the future for Financial Advisers and investors around the world.

Investment platforms are already the number one choice in the UK retail investment market. Lower costs, greater transparency and the advantage of being able to hold investments in different currencies make the Prime Trade Expert platform extremely attractive to international investors.

A world of choice

You and your Financial Adviser will enjoy a single point of access to a wide range of investments and your Adviser will be able to make switches and trades to your portfolio.

And because our platform is designed specifically for internationally based investors like you, you can hold investments in different currencies and access investments from around the world with us.

Cost effective investment

Transparent, clear pricing schedules with low cost dealings fees.

Flexible investment strategies

Access to a wider range of assets, invest in managed portfolios or use Discretionary Fund Managed portfolios.

We understand the crucial role a Financial Adviser plays in helping their clients make smarter investment decisions to achieve their financial goals. Therefore our Platform is only available to investors through a Financial Adviser.

Meet the senior team

It’s always good to know who’s looking after your hard-earned money, so here you can meet our senior management team.

Sarah Dunnage
Chief Executive Officer

Sarah left Business School in 1987 and started work for Provincial Life assurance (Prolific Life and Pensions). She has subsequently worked within Prime Trade Expert companies for the last 30 years. She has held a number of senior roles in the group in both Finance and Investments before becoming CEO of Prime Trade Expert International in 2018.

James Parsons
Head of Sales

James entered the financial services industry in 1999. After moving to the UAE with Friends Provident in 2010, he then worked for RL360 as International Sales Manager before moving to Prime Trade Expert International following the acquisition by Prime Trade Expert in 2017.

Richard Gerrard
Head of Operations

Richard has worked in International Financial Services for 30 years and has held various operational management and relationship management roles in the offshore life insurance industry and banking. He has worked within Prime Trade Expert companies for the last 15 years, including as Head of Customer Services for RL360 and joined Prime Trade Expert in 2021 as Head of Operations.

George Powell
Investment Services Manager

George has worked in the offshore life assurance industry for over 5 years. Whilst working for Friends Provident International, George held numerous roles across Customer Services and Investment Operations departments. George joined Prime Trade Expert International in the summer of 2021 and was promoted to Investment Services Manager at the start of 2023.

Patricia Wait
Customer Services Manager

Tricia has 22 years working experience within the Offshore life Assurance industry, holding various positions within Customer Services, IT & Infrastructure and Business Quality Departments. Having completed extensive business reviews and spent 5 years in business quality she brings a strong background providing Prime Trade Expert with an enhanced view in delivering excellent customer service. Tricia joined Prime Trade Expert International in 2018 as Customer Services Manager, which includes New Business, Servicing & Cash and Customer Relations teams.