In MoneyWeek: Is inflation is the biggest risk to portfolio performance? The article explains some of the reasons Jonathan Moyes likes Brookfield Asset Management Infrastructure Corporation, held across Wealth Club’s managed portfolios: https://lnkd.in/e-NErKC5 #shares #investing #inflation
Wealth Club
Financial Services
Award-winning tax-efficient investment platform—VCT, EIS/SEIS and more—funding the UK’s startup and scale-up businesses.
About us
Wealth Club is the UK’s leading non-advisory investment broker specialising in tax-efficient investments for high net worth individuals. The aim is to offer more compelling and advanced investment opportunities than normally available through mainstream investment platforms and financial advisers: VCT, EIS or SEIS investments, inheritance tax portfolios, commercial property investments and single-company equity and bond deals. Our service provides in-depth research on such opportunities, and the risks involved, so that clients can decide for themselves whether to invest. The business was founded by Alex Davies, a former Hargreaves Lansdown director and shareholder. The inspiration for Wealth Club came from personal experience. Alex was himself the perfect prospect for such a service. To his surprise, he found that good-quality services designed to help high net worth and sophisticated investors research and execute non-standard and tax-efficient investments are thin on the ground. This led to the idea of Wealth Club. The majority of Wealth Club's directors and employees are former Hargreaves Lansdown employees with broad experience in researching investment opportunities and presenting them to clients in a clear and balanced way. If you are a high net worth or sophisticated investor, you can register to hear about investment opportunities here: https://www.wealthclub.co.uk/register-deals/
- Website
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https://www.wealthclub.co.uk/
External link for Wealth Club
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Bristol
- Type
- Privately Held
- Founded
- 2015
- Specialties
- tax-efficient investments, high net worth individuals, sophisticated investors, Venture Capital Trusts (VCTs), Enterprise Investment Scheme (EIS), Seed Enterprise Investment Scheme (SEIS), and IHT schemes
Locations
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Primary
20 Richmond Hill
Bristol, BS8 1BA, GB
Employees at Wealth Club
Updates
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We are looking for a rare breed: a cross between an investment buff and a marketing wizard. Someone who can make the complex sound simple (but never simplistic) and understands what makes investors tick. Could that be you or somebody you know? https://lnkd.in/eVgGS-fR
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Since 2017 Wealth Club members have invested over £160 million via our platform directly into 92 early-stage companies. How could your business raise venture capital investment through Wealth Club? What are we looking for, what do we offer, and how does the process work? Gayle Bowen explains: https://lnkd.in/efau7wJy For EIS-qualifying companies we are typically looking for a proven business model with a £1m+ in annual revenues. Typical investment rounds are £1–3 million and we usually raise follow-on rounds. We look for companies that are innovative, tech led and with valuable IP, among other things. If you are a founder or board member of such a company looking for investment to scale profitably, read more and send us your pitch: https://lnkd.in/ef6ueGsb. #venturecapital #growthfunding #seriesA #startups
Raising venture capital investment through Wealth Club – Gayle Bowen
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Investing in private companies is high risk, but it can offer a way for wealthy or sophisticated investors to tap into potentially high growth smaller companies. If you are interested in investing directly in early-stage companies – many of which qualify for Enterprise Investment Scheme (EIS) tax incentives – how could you go about it? In this short video Gayle Bowen explains how single company investments can work, and how Wealth Club could help: https://lnkd.in/g-v3e9mq Gayle covers: ‣ Why invest in private companies? ‣ Risks and tax incentives – overview ‣ How could you invest in early-stage private companies? ‣ What is Wealth Club and how can we help? ‣ Who we have co-invested with* ‣ What does a typical funding round look like? ‣ EIS tax reliefs, risks recap and where to go for more information Watch now: https://lnkd.in/g-v3e9mq * including Gresham House Ventures, Advanced Oxford, Frontier IP Group plc, Mangrove Capital Partners, Puma Private Equity, Amadeus Capital Partners, OMERS Ventures, West Hill Capital, Oxford Science Enterprises and Stonehage Fleming #venturecapital #privateequity #angelinvesting
NEW: Investing in private companies – how can experienced investors go about it?
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Cardiff-based insurtech PeppercornAI has raised £3.25 million in an oversubscribed round from Wealth Club, EHE Ventures and Angels Invest Wales. Read more – https://lnkd.in/emsymygs The company’s conversational AI tool, Pipr, talks to customers as they get a quote and set up their insurance policy. This investment round will be used to further develop the product and work on B2B sales and distribution. Read more in Lucy Adams’ piece on Tech.eu, with comments from founder Nigel Lombard and Wealth Club’s Gayle Bowen: https://lnkd.in/emsymygs #insurtech
PeppercornAI raises £3.25M to help insurance keep up with AI
tech.eu
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15 companies, 12 months in… How has the first year gone for Charlie Huggins (CFA)’s high-conviction Quality Shares Portfolio at Wealth Club? Which companies have performed well, or not so well, and why? Charlie runs through the 12 months performance with Alex Davies – watch now: https://lnkd.in/eg5H-i6p Some highlights: ‣ Effect of the “Magnificent 7” on global indexes ‣ Performance of Microsoft, RELX, Croda and Diploma PLC over the year ‣ What one word can summarise what Charlie looks for in companies? ‣ Why might the Quality Shares Portfolio provide something “a bit different from the mainstream”? • Why did Alex invest in the portfolio? To find out more please visit https://lnkd.in/euPJ2pzE Watch now ⏯ https://lnkd.in/eg5H-i6p or listen later on 🎧 Spotify https://lnkd.in/eeabXAYz 🎧 Apple Podcasts https://lnkd.in/eRzn7MYm 🎧 Google Podcasts https://lnkd.in/ecwEFhpm IMPORTANT: This interview outlines Charlie's investment views. It is not a personal recommendation to make, sell, or hold any investment The Quality Shares Portfolio is a concentrated portfolio of equities, hence high risk and only for experienced investors. Investments can go down as well as up in value – capital is at risk. Past performance is not a guide to the future.
NEW: Quality Shares Portfolio 1 year update - Alex Davies and Charlie Huggins
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Venture Capital Trusts have raised £3 billion in the last 3 tax years – and 2023/24 was the third highest year on record. For data visualisations, commentary and analysis, go here: https://lnkd.in/eS9Fx4Cj ➤ Which VCTs raised the most? Whose offers filled fastest? Watch the animated charts and find all the figures in the article… ➤ With comments from David Hall, Will Fraser-Allen, Bethany Dudley and Richard Stone Read more: https://lnkd.in/eS9Fx4Cj Featuring: Octopus Investments, AlbionVC / Albion Capital Group LLP, YFM Equity Partners, Pembroke VCT, Maven Capital Partners, Unicorn Asset Management, Gresham House Ventures, Mercia Asset Management PLC, Foresight Group, Puma Investments, ProVen / Beringea, Hargreave Hale AIM VCT, Molten Ventures, Triple Point, Blackfinch Ventures, Calculus Capital, Guinness Ventures, Seneca Partners Limited, Fuel Ventures 🚀 and Praetura Ventures. Data sources: The Association of Investment Companies (AIC), Wealth Club. #venturecapital #investment #statistics #dataviz
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In City AM: Venture Capital Trusts seeing an end-of-tax-year influx of investor monies, with several keeping applications open up to the 5 April deadline: https://lnkd.in/e5ieEX3v Words: Elliot Gulliver-Needham Comments & data: Alex Davies Mentions: Maven Capital Partners, Molten Ventures, Pembroke VCT #venturecapital
Venture Capital Trusts prepare for funding surge as tax year closes
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One of our most popular Venture Capital interviews this year: Andrew Wolfson and Jamie Kennell of Pembroke VCT – a Venture Capital Trust launched in 2013 that has backed and exited Plenish, Pasta Evangelists and ME+EM to date. Watch now ➡️ https://lnkd.in/edfsVKDr In this interview: ‣ “A very different sort of entrepreneur” – how have founders changed since Pembroke was set up? ‣ Is launching a business easier now than 10 years ago? ‣ Why they invested in Seatfrog (rail ticketing app founded by Iain Griffin & Dirk Stewart) ‣ The story of LYMA (beauty treatments and supplements, founded by Lucy Goff and Simon Goff) ‣ What Secret Food Tours founders Nicolas Jacquart and Oliver Mernick-Levene did during the pandemic Ultimately, why should investors – and founders – consider Pembroke? Watch now: ⏯ https://lnkd.in/edfsVKDr Or listen later: 🎧 Spotify https://lnkd.in/eSGcmvQT 🎧 Apple Podcasts https://lnkd.in/eFaeXrUv 🎧 Google Podcasts https://lnkd.in/eR3GtU_2 For more details on Pembroke VCT, including documents, the risks & how to invest, experienced investors can head to https://lnkd.in/eAtTQtBS IMPORTANT The opinions expressed in this video are the interviewee’s own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. Venture Capital Trusts are higher risk and less liquid than mainstream investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you’re unsure an investment is right for you, please seek professional advice. #founders #founderstories #entrepreneurship #investment #venturecapital
How we choose founders to invest in – Andrew Wolfson and Jamie Kennell, Pembroke VCT #meetthemanager
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In today’s FT: Late surge of Venture Capital Trusts investment (with 9 days until tax year end…) https://lnkd.in/gw73bZW5 ✍️ Martha Muir 🗣 Alex Davies 📝 Pembroke VCT, Molten Ventures, ProVen, Gresham House Ventures #venturecapital
Late surge of investment into VCTs as tax year deadline looms
ft.com