Wealth Club

Could 2025 be the year to invest in private markets, asks David Stevenson in the FT? Wealth Club is mentioned in his Adventurous Investor column – read it here: https://lnkd.in/eNjd6RAn #privatemarkets #privateequity #investing

One of the UK’s youngest Venture Capital Trusts, Guinness VCT launched in 2023 – how is it going so far? We talk to Shane Gallwey, managing director of Guinness Ventures, about investments they’ve made to date, how Guinness differs from other VCT managers, and how the exit environment is shaping up in 2025. Watch now: ⏯ https://lnkd.in/ewcGQbUw. In this interview:  ‣ What types of companies go into the Venture Capital Trust? ‣ “A great business in a really unusual niche” – investing in PlotBox ‣ Insurtech rising star – investing in Wrisk ‣ How is the portfolio performing so far? (Fussy, Obrizum, Shot Scope) ‣ How involved is Guinness in these businesses? ‣ Is it difficult to exit investments at present? ‣ How risky is it to invest in the VCT? Ultimately, why should investors consider it? Watch now to learn more: ⏯ https://lnkd.in/ewcGQbUw Or listen later on  🎧 Spotify https://lnkd.in/ethMsfWF 🎧 Apple Podcasts https://lnkd.in/eXMB5Nmn IMPORTANT The opinions expressed in this episode are the interviewee’s own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. VCTs 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. Guinness Global Investors #investing #venturecapital #insurtech

Is it a good time to be investing in AIM shares? We spoke to Joseph Cornwall, CFA, Chtd FCSI of Puma Investments about the upsides and downsides of AIM, the potential for IHT relief, and some examples of companies Puma chooses to invest in – watch now: https://lnkd.in/eRpZiay2 In this interview:  ‣ AIM has been shrinking – are there enough good opportunities to invest in? ‣ A recent investment: hVIVO, the company running London’s “Flu Camp” ‣ Investments in Redcentric (managed IT services), Cerillion Technologies (software for the telecoms industry), Judges Scientific Plc (scientific instrument businesses) and Renew Holdings plc (critical maintenance for UK infrastructure) ‣ How risky is AIM? ‣ Where are we in the cycle – is it a good time to invest? Watch the interview to learn more:  ⏯ https://lnkd.in/eRpZiay2 Or listen later on 🎧 Spotify https://lnkd.in/ek7ePhgr 🎧 Apple Podcasts https://lnkd.in/eJ4K5aJJ 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. #investing #estateplanning #inheritancetax #stockpicking

The Enterprise Investment Scheme (EIS) at 30 — is now a good time to invest? Watch now ⏯️ https://lnkd.in/eNX2xwFg. The EIS was introduced by Chancellor Kenneth Clarke in 1994. 30 years on, and now extended for another 10 years, EIS is a powerhouse: it now raises some £2 billion of investment each year into an average of c.4,000 early-stage British companies. Investors get generous tax breaks, recognising the high risks of backing young companies. So — what is it like investing in EIS now? We’ve asked three well-regarded EIS fund managers – each with a different investment approach – for their insight. Edward Guinness of Guinness Ventures, Fred Soneya of Haatch and Andy Barrow of Praetura Ventures join Wealth Club’s founder Alex Davies at the roundtable. ➢ What type of companies can you invest in through EIS? ➢ “Less hyped, more reasonably priced” – what is it like finding investments in 2024? ➢ How can investors spot genuine AI opportunities amid all the hype? ➢ How have EIS-backed companies fared through the recent downturn? ➢ Are good companies putting off raising money until valuations rise? ➢ What returns should investors be expecting? ➢ What should change about the Enterprise Investment Scheme? Ultimately, why consider investing in an EIS this tax year? Watch now ⏯ https://lnkd.in/eNX2xwFg Or listen later on  🎧 Spotify https://lnkd.in/e3TTbE3B 🎧 Apple Podcasts https://lnkd.in/ebs63r3U Important: The investments discussed are not suitable for everyone. This video is not advice, research, nor a personal recommendation to invest. Each interviewee represents their own views, not necessarily those of Wealth Club Limited – you should form your own view. If you’re unsure an investment is right for you, please seek advice.

In Trustnet: Five trust picks for Venture Capital lovers… https://lnkd.in/egbcsnUy. ~ Four members of our research team – Isaac Stell, MCSI, Ellie Sawkins, Nicholas Hyett, CFA and Jonathan Moyes – have highlighted five Venture Capital Trusts from Molten Ventures, YFM Equity Partners, Pembroke VCT and Octopus Investments. Read the reasons for their selections here: https://lnkd.in/egbcsnUy.

“That’s what wakes me up in the morning [… seeking] a positive return on investment, and we get to make sure that people have longer, healthier, happier lifespans.” – We talk investing in life sciences, technology and media content with Elizabeth Klein of Calculus Capital. Watch now: ⏯ https://lnkd.in/eQ-VD6N4. In this interview:  ‣ Backing Laverock Therapeutics – novel gene silencing technology from a repeat entrepreneur David Venables, coinvesting with Lilly Ventures ‣ Investing in Tagomics – detection of origins of cancer, spun out from University of Birmingham, coinvesting with Illumina Ventures and Agilent Technologies ‣ How do past investments in Horizon Discovery and Synpromics Ltd help Calculus win deals? ‣ Maturing holdings Oxford BioTherapeutics and Tozaro ‣ Exits, including ActiveOps ‣ Risks, risk management, and current opportunities in venture capital   Watch the interview to learn more: ⏯ https://lnkd.in/eQ-VD6N4 Or listen later on:  🎧 Spotify https://lnkd.in/e4ErcV_V 🎧 Apple Podcasts https://lnkd.in/eQTvqQ9G   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. The investments described are high risk and illiquid. #lifesciences #venturecapital #investing

“Our VCTs are a bit different”, explains Rupert West, head of private equity at Puma Investments, about their two generalist Venture Capital Trusts. What makes them different? What companies do they invest in? And why have they invested relatively little in 2024? Watch the interview to find out: ⏯ https://lnkd.in/eHXd3_iP In this interview:  ‣ “They’re not about taking exposure to lots of little companies, hoping that you get a couple of breakthroughs…” What differentiates Puma’s approach? ‣ “A stage specialist” – what sort of companies does Puma invest in? ‣ “The largest Series A in Scotland” – why did they invest in Aveni? ‣ “Very different business, but similar theme” – investing in brewer Lucky Saint | B Corp™ ‣ Two maturing holdings: Influencer and CameraMatics ‣ Helping their investee Pockit to acquire Monese ‣ A concentrated portfolio – how risky is it?  ‣ Why has Puma not deployed as much capital this year?   This continues our Meet The Manager series on Venture Capital Trusts. Watch the interview to learn more: ⏯ https://lnkd.in/eHXd3_iP Or listen later on  🎧 Spotify https://lnkd.in/eYP_Nx73 🎧 Apple Podcasts https://lnkd.in/e_sT8CsN   IMPORTANT The opinions expressed in this episode are the interviewee’s own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. VCTs 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. #growthcapital #privateequity #venturecapital #investing

Following the 30th birthday of Venture Capital Trusts, we talk to one of the most experienced VCT investors – David Hall of YFM Equity Partners, manager of the British Smaller Companies VCTs. Watch now ➔ https://lnkd.in/e8sQQCJz. In this episode:   ➢ “When we started there was no internet, mobile phones” – what has 40 years of investing taught YFM? ➢ What do they consider “the iron and steel for the 21st century”? ➢ Investing in data management businesses: Fuuse and Ohalo ➢ When you find a good company, how do you win the deal? ➢ Portfolio highlights: SharpCloud, ACC Aviation and Matillion ➢ What does YFM get involved with after investing? ➢ Recent exits: Displayplan (acquired by HH Global) and KeTech (defence arm acquired by Wescom Group) ➢ Risks, and how they are managed ➢ Ultimately, why consider British Smaller Companies VCTs? Watch now ⏯ https://lnkd.in/e8sQQCJz Or listen later on  🎧 Spotify https://lnkd.in/e9HCqChQ 🎧 Apple Podcasts https://lnkd.in/eF4BBdbE IMPORTANT The opinions expressed in this episode are the interviewee’s own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. VCTs 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. For more details on British Smaller Companies VCTs, including documents & how to invest, see https://lnkd.in/eMHnryUp

What should UK investors know about investing in #forestry? Who typically invests in it? What are the tax benefits of UK forestry – and what’s changed in the 2024 Budget? And what might be the drivers of potential returns? We talk to seasoned forestry investor Anthony Crosbie Dawson of Gresham House. Watch now ➔ https://lnkd.in/ejYM5pcs   In this interview: ➢ “Forestry is the ultimate portfolio diversifier, because…” ➢ How do forestry investments make money? ➢ What are the three main tax benefits of UK forestry investments? ➢ What has changed in the 2024 Budget? ➢ What are the key things forestry investors need to bear in mind? Watch now ⏯ https://lnkd.in/ejYM5pcs   Or listen later on 🎧 Spotify https://lnkd.in/e4AR4hAX 🎧 Apple Podcasts https://lnkd.in/ehefVXVW Please note – Forestry is for experienced investors only and we are only permitted to show you a short edit of this interview. For more details on forestry, and to see if you qualify to receive further information on the investments, please visit: https://lnkd.in/epN2rsCF.   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. Forestry is not suitable for many investors. It is illiquid with a long time horizon and your capital is at risk. 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. #forestry #taxefficient #investing #sustainableinvesting

On their 30th birthday, could 2024/25 be a good time to invest in Venture Capital Trusts (VCTs)? We get the views of three respected and very different VCT managers: • Chris Lewis, Pembroke VCT – current chair of the Venture Capital Trust Association (VCTA) • Seb Wallace, Triple Point Venture VCT • Paul D., Octopus Apollo VCT (Octopus Ventures)   Watch now ➔ https://lnkd.in/ekZjSNE8 In this discussion: ➢ What have the last few years been like for VCTs? ➢ “You’re forged in fire a bit more now as a founder…” ➢ A step change: how Britain sees entrepreneurship ➢ “For a while it seemed anyone could build a billion pound business, but…” ➢ What kind of companies is the UK good at building? ➢ What is a good exit for VCT investors?  ➢ Ultimately, why should investors consider VCTs in 2024/25? IMPORTANT The opinions expressed in this video are the interviewees’ own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. Venture Capital Trusts are high 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. Watch now ⏯ https://lnkd.in/ekZjSNE8 Or listen later on  🎧 Spotify https://lnkd.in/eW4QQUSR 🎧 Apple Podcasts https://lnkd.in/esfcAn6B For more information on Venture Capital Trusts: https://lnkd.in/gy7czWBF #founders #entrepreneurship #investing #venturecapital