SHOWCASES

Meet up to eight providers of BR/AIM/EIS solutions in one morning

Review a representative sample of smaller company investment solutions at one of our half-day events, without undertaking your own expensive and time consuming research.

tick-44HEAR up to eight leading fund managers 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


EIS

Showcase
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BR

Showcase
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AIM

Showcase
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What can you expect


MARKET UPDATE
A presentation from Intelligent Partnership
on the current market landscape


INVESTMENT PRESENTATIONS
20-minute presentations from a selection
of investment providers


NETWORKING EXHIBITION
Scheduled breaks allow you to network with investment
specialists from each provider on their stands

The content is based upon feedback from providers and attendees over what they want to hear discussed. Each presenter is asked to cover the same key issues that we know are top concerns for advisers:

THE INVESTMENT PROVIDER: ownership, length of time in the market, relevant AUM, performance track record and financial strength

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

UNDERLYING INVESTMENTS: What are they, how will they generate returns and how is liquidity achieved? The process to identify suitable investments

CHARGES: charges borne by both the investor and the investees during the product’s lifetime, including performance, admin, and deal fees

TRACK RECORD: AUM and the performance track record of the product

COVID-19: how they’ve dealt with the fall out from the pandemic including underlying investments, the impact on performance, and actions taken

DIFFERENTIATION: what differentiates the product from others in the market

ADVISER/INVESTOR SUPPORT: how advisers/investors are supported on the due diligence and investment journey into the product

What advisers have said about our previous Showcase events

Our 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

17/79

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/

36/79

Hawksmoor

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40/79

JM Finn

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47/79

Octopus Investments

Tax Efficient

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Octopus is a very different type of investment company. Whether you’re a financial adviser, an investor looking for tax-efficient ways of investing in the UK’s smallest and most dynamic businesses, or a company seeking finance for growth, we’re here to help. By putting your needs first, by listening and really understanding what you want, we can help you do smarter things with your money.

We manage nearly £5billion for over 50,000 customers. We offer straightforward products which solve problems faced by real people. We don’t believe in unnecessary complexity and only launch products when we’re confident they’ll do what we say they will. We’re working hand-in-hand with some of the UK’s most successful entrepreneurs and management teams, financing companies capable of creating, transforming or dominating markets. Exceptional customer service and clear communication are integral to everything we do.

At Octopus, we’re building the best team possible. We hire the most talented people we can find, from both inside and outside our industry.

http://www.octopusinvestments.com/

53/79

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/

64/79

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/

65/79

Triple Point

Tax Efficient

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We are an established private partnership founded in 2004. As an expert investment company, we build innovative products for investors and offer attractive financing solutions to a range of businesses and organisations in both the public and private sector.

http://www.triplepoint.co.uk/