This unique asset class is uncorrelated to the main markets and adds diversity and great value to a broader portfolio. We source a flow of investment opportunities in established and profitable private companies and offer access to these via our Private Company Portfolio Service. We work with financial advisers, wealth managers, family offices, private banks and directly with our network of investors. Get in touch or register now to find out more.
Our team of investment experts seek out profitable and growing businesses which offer great value for investors without the risk levels of start-ups. They undertake meticulous due diligence, delving into every detail of the business. To become part of our portfolio, a company must have a proven business model, an experienced management team and annual revenues of £5m-£30m. Not large enough to attract traditional private equity funds or strategic buyers, these transformer companies are ready to embark on the journey to get there. They just need patient capital and some help to professionalise.
Paid to investors
working with advisers- OUR APPROACH
We understand the importance of the relationship between advisers and their clients. By working closely with advisers, we can deliver a bespoke service which supports this.
Let us know what you’re looking to achieve for your clients and we’ll design a package that suits you.
Our flexibility means it’s easy for you to allocate your clients to private companies in a way that works best for them and for you.
To get started, please get in touch and request our due diligence pack.
WE OFFER TAX-EFFICIENT SOLUTIONS
Investing in private companies can be tax-efficient and our choice of Solutions and Services are designed to meet different investment needs. From passing wealth to the next generation, to making funds held in ISA’s or pensions work harder, we can help provide the right investment route for you or your clients.
Invest in well-established businesses aiming to grow rapidly for capital gains of around 300% over a 5-year period.
These sessions provide an opportunity to put questions to our Head of Investment about the merits of investing in private companies, to find out more about our approach and our open investment opportunities.
Next dates are: 24th October 2018 7th November 2018 21st November 2018
Detailed information on private company investments opportunities and services.
Access established, profitable private companies and invest in growth equity (with tax reliefs) and high yield loans.
Tax-efficient ways to invest, such as the Rockpool SIPP and the Rockpool IFISA.
Your capital will be at risk and there is no guarantee of any investment return. The value of investments may go down and you could lose all of your investment. Private company investments are not listed on any market and this means that you may not be able to sell them when you want to do so. This sort of investment does not provide a reliable source of income. The tax benefits of private company investing depend on your personal circumstances and on compliance with the relevant rules. Past performance is not a reliable indicator of future results. We do not provide investment, tax or legal advice.