AIM  Showcase

MEET SIX PROVIDERS OF AIM INVESTMENTS IN ONE MORNING

 

Review a representative sample of smaller company investment solutions in one half-day event, without having to undertake your own expensive and time-consuming research.

tick-44HEAR six leading investment providers talk about their investment solutions

tick-44NETWORK with their investment specialists without having to commit to any further meetings

tick-44COMPARE key investment information, including charges and levels of risk and return

tick-44LEAVE confident that you have reviewed a representative sample of the solutions in the market


What will the event cover

The content is based upon our findings from surveying advisers for the annual Alternative Investment Market Industry Report. Each presenter is asked to cover the same five issues that we know are key concerns for advisers:

THE INVESTMENT PROVIDER: ownership, length of time in the market, and financial strength

INVESTMENT OBJECTIVE: growth, income, or a combination of the two, and the targeted level of annual returns

UNDERLYING INVESTMENTS: Do you have a sector focus, or a generalist approach? What is the liquidity profile of your product?

CHARGES: Management and admin fees, as well as any other fees

RECORD IN AIM: AUM in AIM performance track record in AIM (overall) and performance track record of the product

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What advisers have said about our previous Showcase events

How is it different from

..reading the AIM industry report?

While our industry reports give a comprehensive overview of the market, this event will focus in on investment providers and their products. Where the history, development and current landscape of the market come into discussion, it will be as a backdrop for the investment solutions presented by leading providers.  

Our AIM Showcases are supported by investment experts from

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Blackfinch

Tax Efficient

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Blackfinch Investments is an established and experienced manager in the UK market for tax efficient and capital protected investments. Blackfinch specialise in Inheritance Tax mitigation through Business Property Relief (BPR) for both individuals and corporate entities, Enterprise Investment Scheme (EIS) Portfolios and also Seed EIS (SEIS) Portfolios. With a focus on capital preservation, Blackfinch look to protect investor capital through asset backed investment strategies in sectors such as property, lending, renewable energy and media. Underpinning this investment strategy is a first class client services and intermediary support team based in both London and Malvern, Worcestershire. Their approach embodies the Blackfinch philosophy: efficient client-focused solutions delivered in a simple and transparent way.

www.blackfinch.com

11/68

Close Brothers

Tax Efficient

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Close Brothers Asset Management brings together the Group’s established asset management skills and provides a full range of advice, investment management and self-directed services to private and corporate clients and professional advisers.

We have specialised in managing client portfolios for over 40 years and our investment team and financial planning advisers are supported by more than 550 staff, working from 8 offices across the UK.

https://www.closebrothersam.com/

29/68

Guinness Asset Management

Tax Efficient

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Guinness is independent and focused purely on investment management. Our in-house economic, industry and company research allows us to take an independent view and not be led by the market. Our size and specialist nature also means we have the ability to respond quickly and efficiently to any market movements.

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PUMA Investments

Tax Efficient

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Puma Investments has a strong track record in providing asset-backed funding to established businesses across the UK. Our multi-disciplinary team is able to draw upon a nationwide network of offices to source, evaluate and execute transactions.

Our principal focus is on capital preservation and generating stable returns for our investors whilst seeking to offer robust downside protection. The business was founded on and continues to follow two guiding principles: protecting capital and minimising risk. This has always been and will continue to be our promise to our investors and business partners.

http://www.pumainvestments.co.uk/

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TIME Investments

Tax Efficient

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TIME provides tax efficient investment solutions and we’re proud to say we’re rather good at it – our original Inheritance Tax service boasts an impressive 22 year track record of successfully achieving Inheritance Tax savings for our investors. What stands us apart in our market is our focus on seeking consistent stable returns which we deliver through a defensive investment strategy. We pride ourselves on offering real transparency around our products, what we invest in and what the risks are. We’re dedicated to supporting the adviser market and we recognise that our services require professional advice, which is why we don’t accept direct investments. We also have a nationwide sales team on hand to assist financial advisers in identifying solutions for their clients’ financial concerns, dealing with technical queries and delivering one-to-one support.

http://www.time-investments.com/

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Committed Capital

Tax Efficient

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Committed Capital specialises in investing in and providing corporate finance advice to fast growing companies. We typically invest from £1 million to £5 million in promising businesses and have advised companies on a range of transactions up to £25 million.
We offer more than just financial investment, we also offer what we call “Executive Capital”. Our experienced team of private equity, corporate finance and consulting professionals and senior operational managers both invest and advise. This can range from strategic guidance or transaction support to sharing knowledge of a particular sector or even taking an executive role alongside an investee company’s management team.

By working closely together, we believe that we can assist developing companies to fulfil their potential, thereby increasing their value and providing better returns for all stakeholders.

This approach can create or unlock significant growth potential within investee companies, and, more importantly, can be critical in pre-empting, or reacting to, investee companies’ operational difficulties.
https://www.committedcapital.co.uk/landing/