Wealth Club

Great outcome for Wealth Club investors. 5.1x partial exit.

Datamaran, the ESG risk management software platform, has now delivered a 5.1x partial exit to Wealth Club investors. This follows the completion of a $33 million Series C round with funding from investment funds managed by Morgan Stanley Expansion Capital, the growth-focused private investment platform within Morgan Stanley Investment Management. The round represents a second opportunity for Wealth Club investors to partially exit their investment, achieving a 5.1x realised return. To date, Wealth Club investors have realised 90% of their initial investment and currently continue to hold unrealised gains of c.400% Datamaran helps large enterprise monitor and analyse emerging ESG risks in real time its clients, include Dell, Cisco, AB InBev, Deloitte, and PepsiCo. We have been impressed with Datamaran’s growth since our first investment in 2019. Recurring revenues have grown 10x since then. The business continues to benefit from regulatory tailwinds and we are excited to see what the future holds for the business and our investors.

🎙️ Our Investment Manager, Joseph Cornwall, CFA, Chtd FCSI, recently had the pleasure of speaking with Alex Davies, founder of Wealth Club, about our longstanding AIM IHT service. The interview covered a lot of ground, including what the service is, why potential investors should consider it, and what types of companies the Puma AIM IHT Service invests in. 💡 Joe and Alex explore the potential IHT benefits of investing in Business Relief qualifying AIM shares, the volume of companies that Puma’s AIM team analyses per year, and the dynamics of investing in the AIM market itself. 🎥 You can watch the full interview here: https://lnkd.in/dthWDJ_9 🎧 Or listen on Spotify and Apple: https://lnkd.in/dugxcbfc https://lnkd.in/d2iyQtrc Thank you to Alex and the Wealth Club team for having Joe on. If you would like to hear more about our AIM IHT service, please don’t hesitate to get in touch with your Business Development Manager. Stuart Rollason Daniel Cane #AIM #AIMInvesting #BusinessRelief #IHT For investment professionals only. Capital at risk. Past performance is not a reliable indicator of future returns.

According to a Freedom of Information Request made by Wealth Club the top 100 taxpayers in the UK paid £3.9 billion in tax in 2022/23. The top 1,000, £10.4 billion and the top 10,000, £24.5 billion. Not a lot of people to upset - paying an awful lot of tax. Will they stay? https://lnkd.in/gCg-nW-8

Is 2024 a good time to be investing in AIM shares? What are the current Inheritance Tax reliefs and how do they work? We ask Richard Power of the Octopus Investments smaller companies team, who shares his views – watch now: https://lnkd.in/eCXg3Z7f In this interview:  ‣ A recent investment: hVIVO, which runs London’s well known “Flu Camp” ‣ Two long-term investments with diverging share price paths in 2024: Renew Holdings plc and RWS Group ‣ AIM has been shrinking lately – are there sufficient opportunities to invest? ‣ How risky is AIM? ‣ Where are we in the cycle now – is it a good time to invest? Watch the interview to learn more: ⏯ https://lnkd.in/eCXg3Z7f Or listen later on  🎧 Spotify https://lnkd.in/eFmqPu_Z 🎧 Apple Podcasts https://lnkd.in/eyhuuTqr IMPORTANT The opinions expressed in this video are the interviewee’s own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice. AIM shares are higher risk and less liquid than mainstream investments. Tax rules can change and tax benefits depend on your circumstances. If you’re unsure an investment is right for you, please seek professional advice. For more details on Octopus AIM IHT Service, including documents & how to invest, see https://lnkd.in/dvAwv-MF. #investing #estateplanning #inheritancetax #stockpicking

Pre-Budget tax planning: What are our experts doing? This is what Alex Davies, Charlie Huggins (CFA) and Jonathan Moyes are planning for their own finances before 30 October: https://lnkd.in/eX7StwrH What could investors do in the run-up to the Budget? Just wait and see? We’ve asked three of our senior team what they are doing with their own finances. Their answers reflect their views, based on their own circumstances. They should not be seen as financial advice or a personal recommendation to invest. You should form your own view and seek professional advice if unsure. Tax rules can change and benefits depend on circumstances. Read more: https://lnkd.in/eX7StwrH #investing #stocks #taxplanning #Budget

"Investors put 250 per cent more into seed enterprise investment schemes (#SEISs) between July 4 — the date of the general election — and September 16 than they did in the same period last year, according to the investment firm Wealth Club" Nicholas Hyett, CFA quoted in The Sunday Times covering increased investment by high net worth and sophisticated investors in #EIS and #SEIS (notably SFC Capital and Joseph Zipfel).

“Many may be left wondering what the Fed sees on the horizon to prompt such a bold move…” On BBC News: Wealth Club’s Isaac Stell, MCSI sheds light on the cut to US interest rates ↓ https://lnkd.in/dh3k6TmU #economy #interestrates

Investment into early stage businesses via the SEIS scheme has surged by 188% since the election on the Wealth Club platform. It appears shrewd investors are looking to squirrel their money away as tax efficiently as possible ahead of the budget. SFC Capital, Fuel Ventures 🚀, Haatch Learn more: (https://lnkd.in/ey2i8Zte)

"Two Mobeus venture capital trusts raised £9.6million through Wealth Club within just an hour of their latest share offer opening on 2 September.  This delivered funding 140 per cent higher than the trusts' previous fastest raise. The VCTs have now raised £33.8million, with around 60 per cent of this via Wealth Club." Nicholas Hyett, CFA comments in the DailyMail.com on the start to VCT fundraising season.