Alt Fi Showcase: Interview with Mario Lupori, RateSetter

Alternative Finance Alt Fi Showcase: Interview with Mario Lupori, RateSetter

15 Apr 2019

  • Mario Lupori speaks about RateSetter’s shift towards the advisers’ market. He expands on the company’s offering to retail clients through its advice channel. He explains why P2P loans offer more stability versus the volatility of equity markets. He also talks about the future of the P2P market.

Alt Fi Showcase: Interview with Jake Wombwell-Povey, Goji

Alternative Finance Alt Fi Showcase: Interview with Jake Wombwell-Povey, Goji

15 Apr 2019

  • Speaking to Guy Tolhurst, Jake Wombwell-Povey discusses the growing popularity of alternative finance. He explains how Goji has diversified its offer over the last year, extending the focus from IF ISAs to SIPPs. He also covers the exciting opportunities of investing in renewable energy via direct lending.

Alt Fi Showcase: Interview with Belina Thomas, Triple Point

Alternative Finance Alt Fi Showcase: Interview with Belina Thomas, Triple Point

15 Apr 2019

  • Belinda Thomas discusses the key differentiators of Triple Point’s Income Service. She explains how alternative investments are incorporated in a portfolio and talks about the increasing interest in the IF ISA and alternative finance. She also discusses product diversification and Triple Point’s due diligence process.

VCT Showcase: Will Fraser-Allen from Albion

Tax Efficient VCT Showcase: Will Fraser-Allen from Albion

13 Feb 2019

  • Following the record VCT fundraising in the tax year 2017/2018, Will Fraser-Allen talks about the possible trends this year. He discusses Albion’s business model after the risk-to-capital condition came into effect, the company’s expansion into technology and technology-enabled businesses in healthcare and recent exits.

VCT Showcase: Richard Moore from Calculus Capital

Tax Efficient VCT Showcase: Richard Moore from Calculus Capital

13 Feb 2019

  • Richard Moore shares his outlook on VCT fundraising in the tax year 2018/2019. He tells Intelligent Partnership that the risk-to-capital condition had little impact on Calculus’ business model because of the company’s strong pedigree in growth investing. He also discusses Calculus’ dividend payouts approach and the challenges facing VCT managers previously focused on capital preservation.

VCT Showcase: Laurence Callcut from Downing

Tax Efficient VCT Showcase: Laurence Callcut from Downing

13 Feb 2019

  • Laurence Callcut takes a closer look at factors behind the VCT fundraising surge in the tax year 2017/2018. He explains the advantages of a generalist versus a specialist approach for different purposes. He also talks about Downing’s VCT dividend payouts and VCT as a supplementary retirement planning tool.

VCT Showcase: John Davies from Seneca

Tax Efficient VCT Showcase: John Davies from Seneca

13 Feb 2019

  • Speaking about the record fundraising for VCT in the tax year 2017/2018, John Davies shares his predictions for 2018/2019. He explains why the deal-flow is pivotal when choosing a VCT and discusses potential developments in terms of dividend payouts.

VCT Showcase: Belinda Thomas from Triple Point

Tax Efficient VCT Showcase: Belinda Thomas from Triple Point

13 Feb 2019

  • Belinda Thomas discusses Triple Point’s approach to dividend payouts in the post-Patient Capital Review landscape. She also shares her insights on what to take into account while looking for a VCT and explains the company’s VCT challenge-led investment strategy along with underlying investment focus.

EIS Showcase London 2018: Highlights

Tax Efficient EIS Showcase London 2018: Highlights

18 Dec 2018

  • Over 100 financial advisers attended the annual EIS Showcase at the London Stock Exchange. The attendees heard in-depth presentations from eight EIS investment providers, and had an opportunity to compare their approach and business models after changes introduced by the Patient Capital Review and the Autumn Budget 2017.

EIS Showcase: Interview with Ben Brown from Oxford Capital

Tax Efficient EIS Showcase: Interview with Ben Brown from Oxford Capital

18 Dec 2018

  • Ben Brown talks about Oxford Capital’s reaction after the risk-to-capital condition came into play. He covers the company’s focus on the knowledge-intensive companies and its selection approach. Brown stresses Oxford Capital’s commitment to actively supporting ambitious companies on their growth journey. Going forward, Brown would like to see more calm to allow for the current changes to bed in to see their effects.