Wealth Club

“They’ve probably saved many hundreds, if not thousands of lives by backing that company” — William Horlick of Molten Ventures talks about investing in Endomag, A Hologic Company. Watch now 👇 ⏯ Full interview at https://lnkd.in/e9tnX2VV   ⚠️ Opinions expressed are the interviewee’s own and do not necessarily reflect the view of Wealth Club. This video is not investment advice. If unsure an investment is right for you, please seek professional advice. Capital at risk #venturecapital #medtech #diagnostics #investing

“These are companies using the world’s brightest minds and the UK’s great science space as the start of their commercial journey, and it’s really hard for individuals to get into those investments” … Anne Dobrée of Parkwalk Advisors discusses access to university spinout companies, in sectors like quantum, life sciences, medtech, digital health and AI, in an excerpt of our recent interview… watch now 👇   ⏯ Full interview: https://lnkd.in/edKXgW3W   ⚠️ Opinions expressed are the interviewee’s own and do not necessarily reflect the view of Wealth Club. This video is not investment advice. If unsure an investment is right for you, please seek professional advice. Capital at risk. #venturecapital #investing #university #spinout #deeptech

“To my mind, that’s not a unicorn” – Andrew Wolfson of Pembroke Investment Managers discusses what they consider true measures of success (an excerpt of our recent interview) ⏯ Full interview here: https://lnkd.in/e9tnX2VV   ⚠️ Opinions expressed are the interviewee’s own and do not necessarily reflect the views of Wealth Club. This video is not investment advice. If unsure an investment is right for you, please seek professional advice. Capital at risk. #venturecapital #unicorns #smallbusiness #investment #success Pembroke VCT

“This is my third economic cycle. And it does feel a little bit different…” Karen McCormick of Beringea talks venture capital investing in US and Europe over the last two turbulent years – watch now… ⏯ This is an excerpt – see the full interview here: https://lnkd.in/eeVixgC4    ⚠️ Opinions expressed are the interviewee’s own and do not necessarily reflect the view of Wealth Club. This video is not investment advice. If unsure an investment is right for you, please seek professional advice. Capital at risk. #venturecapital #investing #smallbusiness #economy

Is this the bottom of the market for small technology companies? William Horlick of Molten Ventures discussed this in our recent interview…   The full interview (of which this is an excerpt) is available at https://lnkd.in/eHe23Kk7   NB: Opinions expressed are the interviewee’s own and do not necessarily reflect the view of Wealth Club. This video is not investment advice. If unsure an investment is right for you, please seek professional advice. Capital at risk. #investing #stockmarket #technology #deeptech #venturecapital

Wealth Club Unveils UK’s First Private Equity Fund Supermarket, launched as a groundbreaking initiative: the UK’s first private equity fund supermarket, designed to unlock semi-liquid investment opportunities for high-net-worth individuals (HNWIs). This innovative platform grants direct access to elite funds managed by, Apollo Global Management, Inc., Brookfield, Hg Capital, and EQT Group - names synonymous with top-tier private equity performance. As private equity continues to dominate investment conversations in 2025, this move positions Wealth Club as a trailblazer in broadening access to an asset class, historically reserved for institutional players. Since its debut in November 2024, this leading UK non-advisory investment platform has already attracted £25m from clients, with projections to hit £100m by year-end. Private equity’s allure is undeniable - data shows it has consistently outperformed public markets by 6-8% annually since the 1990s, according to industry benchmarks like Cambridge Associates. Yet, high entry barriers, such as steep minimum investments and illiquid structures, have kept individual investors at bay. Wealth Club’s solution flips this narrative, offering a streamlined, unit trust-style model with enhanced liquidity - a game-changer for HNWIs seeking diversification and high returns. In the US, semi-liquid evergreen funds have surged in popularity, raising over $380bn and drawing affluent investors like retired professionals and entrepreneurs. Alex Davies, Wealth Club’s CEO, frames this shift vividly: “Private equity was once an exclusive party ordinary investors couldn’t crash. Now, we’re opening the doors.” He points to compelling evidence - a hypothetical £10,000 investment in private equity funds in 1999 could have ballooned to £200,000 by now, dwarfing the £37,000 return from global public equities over the same period. The platform’s accessibility is a key draw. A minimum investment of £10,000, paired with a modest 0.5% annual fee, 0.5% initial and dealing charges, and fund-specific fees of 0.55% to 1.8% (plus other fees), makes this a viable entry point for HNWIs. Compare this to traditional private equity, where minimums often exceed £1m. This launch taps into a broader 2025 private equity trend: expanding retail investor access amid rising demand for alternative investments. As interest rates stabilise and public markets face volatility, HNWIs are increasingly eyeing private equity for superior risk-adjusted returns. Wealth Club’s fund supermarket not only simplifies the process but also leverages the proven track records of Apollo, Brookfield, Hg, and EQT - firms driving global private capital growth. #PrivateEquity #WealthManagement #HighNetWorth #AlternativeInvestments #InvestmentTrends #SemiLiquidFunds #ApolloGlobal #BrookfieldAssetManagement #HgCapital #EQT #hnw #uhnw #hnwi #influencers #cashrich #money #finance #investment

Wealth Club introduced the UK’s first fund supermarket for semi-liquid PE investments, giving high-net-worth individuals direct access to funds managed by Apollo Global Management, Inc., Brookfield, Hg, and EQT Group. The investment platform, the largest non-advisory service in the UK, already secured £25m from clients since launching in November and expects this figure to reach £100m by year-end. Founder and CEO Alex Davies likened PE to an exclusive “party” that ordinary investors were previously unable to attend. Wealth Club’s new service aims to simplify PE investing, offering a model akin to unit trusts. The minimum investment on the platform is £10,000, with an annual charge of 0.5%, alongside an initial and dealing fee of 0.5%. Fund-specific fees range from 0.55% to 1.8%, with some also applying substantial performance fees. Read more: https://lnkd.in/dsSBCgUV #PEInsights #privateequity #investments #wealthclub

“The average revenue of businesses we invested in last year was around £5 million […] it’s more the stage businesses are at rather than a specific sector.” Meet Shane Gallwey of Guinness Ventures, a true generalist EIS investor – why do they focus on this stage of a company’s growth? What are some recent examples, and how are past years’ investments doing? Watch now: https://lnkd.in/em2vAwbh In this interview: ‣ Investing in Fussy – aiming to eliminate single-use plastics from the bathroom ‣ Why they invested in Sportable – data and analytics for sports team managers and broadcasters ‣ How does Guinness compete for deals like these? ‣ Portfolio stalwarts Cera and Obrizum ‣ Past successes including Pasta Evangelists, Reuters Imagen and ContentCal ‣ Exit environment and pipeline ⏯ Watch now: https://lnkd.in/em2vAwbh 🎧 Or listen later – podcast links in the comments below 👇 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. EIS investments are high risk and illiquid. You could lose the capital you invest. If in doubt, seek advice.

“This is my third economic cycle – and it does feel a bit different…” What does the investor in Lucky Saint, Dash Water, Monica Vinader and MPB think about the venture capital environment in 2024/25? We talk to Karen McCormick of Beringea – the transatlantic manager of the ProVen VCTs (Venture Capital Trusts). In particular, how do they help UK businesses break in to the US market? Watch now: ⏯ https://lnkd.in/eAyVn94e   In this interview: ‣ Investing in legal #AI business Aistemos – now LexisNexis Cipher ‣ “They believe the markets are effectively shut to them” – how is Beringea increasingly sourcing its deals? ‣ Portfolio companies DASH Water (fruit-flavoured seltzer water), Gorilla - Energy data applications, MPB (circular economy for camera equipment), Lupa Foods* (Italian speciality food distributor) and alcohol-free brewer Lucky Saint | B Corp™ ‣ “Where we’ve seen softening in the UK market, there’s remained buoyancy in the US” – how does Beringea help investee companies grow into North America? ‣ Recent exits, including Firefly Learning and Monica Vinader Ltd ‣ What are the risks? *exited since the recording of this interview – acquired by Geia Food (more at https://lnkd.in/ezqZgNUc) 📺 Watch Karen’s interview: https://lnkd.in/eAyVn94e 🎧 Or listen later – podcast links in the comments… 👇 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. Venture Capital Trusts are higher risk and less liquid than mainstream investments. You could lose your capital. 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. #venturecapital #growthcapital #consumerbrands #circulareconomy

Are there still good investment opportunities to be had on AIM? Yes, says Oliver Brown of RC Brown, and explains why in this interview. The RC Brown AIM Inheritance Tax portfolio invests in AIM companies that can provide IHT relief. What are some examples of recent investments? How does their investment approach differ from other managers? And could 2025 be a good time to invest? Watch now ⏯ https://lnkd.in/e47fuiXk ‣ What is the “primary opportunities” process? ‣ Example: recent investment AOTI (wound care for diabetic ulcers) ‣ Why they made a follow-on investment in Kitwave Wholesale Group (food distribution) ‣ Maturing investments Elixirr (consulting) and Gamma Communications (telecoms) ‣ How risky is the AIM market for IHT investors? ‣ AIM has had a difficult period – are there still good investment opportunities to be found? Watch the interview to learn more: ⏯ https://lnkd.in/e47fuiXk 🎧 Or listen later – podcast links in the comments below… 👇 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. To find out more about the RC Brown AIM Inheritance Tax Service, please see https://lnkd.in/eAySe5Ga. #investing #shares #inheritancetax #stockpicking RC Brown Investment Management PLC