Hardman & Co’s Post

Apex Investment Advisors has just published their latest EIS Allenbridge Review on Symvan’s Technology EIS Fund for authorised financial advisors. Allenbridge have reviewed just over 10 EIS fund managers in the 2023/24 tax year (out of over 50 providers) and in this context, having received an overall score of 86 (in a range of 80 to 92) puts Symvan near the top of the table   Overall they note that “ Symvan’s EIS offers a very experienced management team with a differentiated strategy, who focus on active portfolio management with their investee companies.” Finally, please note that the deployment strategy means that investors looking for EIS ‘carry back’ will need to invest (with funds cleared) before 27 March 2024.   https://lnkd.in/eqb4jmrg #eis#venture capital

Allens advises Pacific Equity Partners on acquiring a 35% stake in FirstCape. Exciting times ahead for the evolving landscape of financial services. https://hubs.la/Q02g64sY0 #PEPInvestment #WealthManagement #FinancialServices #StrategicAcquisition #AllensLaw

Bredec Group BredecInnovation Study reveals growing complexity is leading to more outsourcing in the fund management: When asked to identify the three main factors driving innovation in the industry, the fund managers surveyed selected advances in technology as the ... inquiry@bredec.com Inquiry@bredec.com

Turbocharge your Alternative Investment deals with Finnate Originate, an efficient deal origination solution for Alternative Investments. Effortlessly manage and automate deals, due diligence, data, and decisions for a seamless investment journey. https://lnkd.in/dHP6ajh #finnateoriginate #alternativeinvestmentboost #turbochargedeals #effortlessexecution #automatedduediligence #datadrivendecisions #alternativeinvestments

Thirty years ago, we began investing in many of whom today are the industry’s largest and established managers. In the years since we have evolved into a fintech company offering a comprehensive suite of tools that simplify the complex landscape of alternative investments for advisors and their QP clients. Today, we affirm this progress with the launch of a new website and an improved user experience, highlighting these key innovations: Strategic and/or Thematic Portfolio Construction: Advisors now begin their due diligence process by filtering the platform’s funds with a variety of inputs, ranging from risk tolerance and strategies to specific sectors and industries. New Portfolio Builder: Advisors can instantly visualize the potential risk/return of adding/subtracting a fund to their portfolio. Advisors can evaluate the impact an alts portfolio can have on clients' traditional holdings. Using advanced analytics, they can also easily benchmark multiple portfolios against each other. Accounts Dashboard: Advisors now have a consolidated view of all their clients' exposure to private funds, across multiple portfolios. Full press release: https://lnkd.in/eaRHnh3d For financial advisors only. Important Disclosure: https://lnkd.in/e3VJtU2Q

What is the difference between core investments, core plus, value-add, and opportunistic investments? And how are investors using syndication to maximize returns while minimizing risks on their investment portfolios? The experts here at Gatsby have the answers! Click the link to read the article: https://lnkd.in/gS59Hgrt #realestateinvesting #realestatesyndication #investmentopportunities #investmentcompanies #gatsbyinvestment #investmentstrategies #opportunisticrealestate #valueaddrealestate #valueadd #core #coreplus #rentalproperty #commercialrealestate

With less than four weeks left of the tax year, investors are turning to Venture Capital Trusts (VCTs) as a means of tax-efficient investing. Join Diana French and Seb Wallace tomorrow at 13:00 to learn more about the distinct features of Triple Point Venture VCT and how it can benefit your clients' investment portfolios. Register here - https://lnkd.in/etyNH_Wu #venture #webinar #vct

Discover the latest data in the 2024 Alternatives Watch Investor Compendium! With $172bn spread over 1,000 mandates from 70+ top allocators, this report by Alternatives Watch and powered by #VidrioFinancial is a must-have resource. Secure your copy of this report by clicking on the link below, as it's a crucial tool to comprehend the top allocators to alternatives and the breakdown of #assetallocation strategies in #privateequity, #realestate, #privatecredit, #hedgefunds, and more. Don't forget to check out the range of solutions and services provided by Vidrio(dot)com to help #institutionalinvestors with #riskmanagement, #datamonitoring, investment and portfolio #reconciliations, #duediligence workflows, and more. Alternatives Watch Investor Compendium 2024 | Vidrio https://hubs.li/Q02qgJsM0

The New #TaxYear starts at the end of this week and many #Investors are still searching our suitable #Investments to ensure they are fully positioned to take complete advantage of their current #TaxAllowances. The Enterprise Investment Scheme (or #EIS) allows #AccreditedInvestors to invest directly into #StartUp and #ScaleUp business in the #UK and receive a series of comprehensive #TaxIncentives in return. Contact one of our consultants to learn more. Quant Capital Markets | Your Trusted Partner | https://lnkd.in/d5UK84h | 020 3950 7343 | info@quantplus.co.uk #AlternativeInvestments #AlternativeInvesting #Investing #SEIS #TaxBreaks #QuantCapitalMarkets