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.
HEAR six leading investment providers talk about their investment solutions
NETWORK with their investment specialists without having to commit to any further meetings
COMPARE key investment information, including charges and levels of risk and return
LEAVE 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
What advisers have said about our previous Showcase events
This was an excellent and very informative event, giving an oversight on both products and providers, along with the opportunity to meet and ask questions directly.
A rare opportunity to have all of the key BPR managers in the same room – so a great event, not to be missed.
It saves a lot of time seeing a group of 8 managers together than having individual meetings. Limiting the time slots to 15 mins, cuts out the waffle and means that you can compare the providers solutions side by side.
A good opportunity to learn about the differentiators and similarities between providers. Brings it to life much more than reading prospectuses.
This is an excellent event for providing access to the principal managers in this area of advice. A slick format and a very good use of time.
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
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.
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.
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.
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.
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.