AIM Industry Report 2019
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- Identify the main developments and news in the AIM market in 2019.
- Understand the relevance to AIM of rule changes to the main tax reliefs.
- Identify and understand the main changes introduced to the AIM market since 2017.
- Compare the key metrics of AIM-based tax efficient offers with knowledge of the average statistics including the mean and mode fees and charges currently applied
- Recognise how the adviser community is currently interacting with AIM and its areas of confidence and concern.
- Describe the pros and cons of AIM-quoted companies vs. unquoted companies from an investment perspective.
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Brief Overview
The Alternative Investment Market (AIM) has demonstrated increasing maturity over the past year – while still living up to its reputation as “the world’s leading growth market”. Despite a number of headwinds that have caused volatility, not to mention the ongoing uncertainty created by Brexit, AIM has shown resilience and the ability to bounce back from global economic turmoil to show its second largest ever market value.
This strength is clearly being welcomed by financial advisers, who have shown in our third AIM Industry Report that they still recognise the market as one with good growth potential for clients. Brexit has not dampened their willingness to recommend AIM, while for nearly three-quarters of advisers 2018’s volatility has not impacted their enthusiasm for the market.
This latest edition of our AIM Industry Report examines those advisers’ views in more detail, and takes a closer look at the underlying statistics in the market, including analysing the various tax-efficient offers available on AIM. It also gets under the hood of recent regulatory changes designed to polish AIM’s reputation.
Sponsors Quotes
“With rising levels of knowledge and awareness around investing in AIM we are seeing increasing interest in a passive service such as ours.”
“AIM is fraught with many potential pitfalls. To counteract this, we have a stringent investment process – carefully screening the AIM universe for companies with strong balance sheets, repeatable cash flows and good valuation metrics.”
“With the average market cap of AIM being approximately £100m, larger funds cannot compete, resulting in an untapped market for investors.”
“AIM helps companies raise the capital they need; this provides a flow of interesting investment opportunities for investors.”
“AIM has become the market of choice for ambitious growth companies.”
“AIM enables advisers to maximise their clients’ equity portfolios in a highly tax efficient environment, especially if held within a ISA.
Comments on the AIM market
“Despite global macroeconomic uncertainty, we have seen strong levels of capital raising on AIM in 2018 and into 2019.”
“AIM constituents are well positioned to continue to adapt quickly and to meet the challenges head on.”
“As AIM matures and larger companies remain on the index, we could be moving towards a place where AIM is no longer exempt from stamp duty.”
“Many of the companies that raised privately before listing on AIM are in Life Sciences and related sectors”
Sponsors
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.
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.
Stellar is an investment specialist providing tax-efficient services for financial advisers and their clients
We work with financial advisers, planners, wealth managers and other financial intermediaries to offer investment opportunities that mitigate risk and deliver attractive, long-term returns.
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.
A wide range of services where you can choose your level of involvement in managing your investments. You can take all the investment decisions yourself and simply give us your instructions, you can access our expert advice for your portfolio or entrust the decisions to your dedicated investment managers.
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