Eliot Kay tells us what advisers need to know about limited life VCTs and how they address some of the issues that disappointed early VCT investors. He gives us the lowdown on how debt and equity can be mixed to protect capital, the risks of a low yield portfolio and how they can be mitigated, and discusses what sort of clients advisers should consider for limited life VCTS.
Will talks about how VCT regulations help protect investors and advisers and reveals what advisers should be looking for when they review a VCT investment prospectus. He also tells us what VCT regulatory changes DWF think advisers should have on their radar.
Kealan Doyle from Symvan Capital explains the rationale behind how Symvan Capital came to be, the reason for the name ‘Symvan’, and their long-term approach to investments as a ‘full life-cycle’ investment manager covering both SEIS & EIS investments. He also explains the way they work with accelerators such as Microsoft accelerator, and provides the background to their investment into companies such as Cognisess.
Andrew Wolfson from Pembroke VCT (part of the Oakley Capital Group) tells us about the background on the launch of their VCT and their charging structure. He also explains why now is a good time to be investing in growth businesses and entrepreneurs.
Highlights from the first EIS & VCT showcase event, held at the London Stock Exchange. An audience of 60 financial advisers networked with and heard from eight leading fund managers. The showcase format allowed advisers to compare multiple VCT & EIS investment solutions in the space of one morning, and gave managers the opportunity to pitch their investment strategies directly to IFAs.
Research Director Dan Kiernan moderated a panel at the Lendit Europe conference. The panelists from Octopus Choice, Ratesetter, LendingWell, Goji and Clearwater Private Investment debated what it would take to get financial advisers to engage with P2P lending.
Our Managing Director Guy Tolhurst was interviewed at The Seed & EIS Hour. He spoke about his firm’s approach to training and education for the financial advisory community (IFA) community, and recognising excellence through the Growth Investor Awards.
Gordon Pugh from Blackfinch discusses why there are more advisers using BPR solutions, including changes in the demographic and the trend of younger investors coming into the market. He also shares his thoughts on the political outlook and robustness of the legislation around this area.
Henny Dovland from Time Investments tells us there is more awareness of BPR solutions among financial advisers and retail clients, including how they work, where to find them and how they fit into a client’s portfolio. She also reveals the stability in legislation helps build confidence in recommending BPR products and finally discusses what makes Time Investments different.
Nick Morgan tells us about the background of Foresight and its BPR solutions. He explains the impact of the IHT changes, the lack of understanding the changes and how advisers have been pressurised by pension based planning. He thinks better understanding, better education, more competition and more providers working in this space are the key factors driving the demand for BPR investment products. He also touches on the diversity of Foresight’s client base and the nature of its underlying investments.