Call us now on 0203 8548 100

BUILDING WEALTH THROUGH DIRECT INVESTMENT INTO PRIVATE COMPANIES

Find out more

PRIVATE COMPANIES – AN ESSENTIAL ASSET ALLOCATION

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.

Register now

Our strategy – focus on Transformer Companies

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.

3000+

Investors

£350m+

Invested

75

Companies

£57m

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.

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 Services are designed to meet different investment needs. From passing wealth to the next generation, to adding diversity to ISA and retirement portfolios, we can help provide the right investment route for you or your clients.

The tax benefits of investing in private companies depend on personal circumstances, on the circumstances of each company and on rules and regulations. All of these could change, removing tax benefits that were expected.

Growth Equity

Invest in well-established businesses aiming to grow rapidly for capital gains of around 300% over a 5-year period.

Learn More →

Lending

Lend to profitable businesses with strong equity backing for high yields and a share in capital growth.

Learn More →

Estate Planning

Protect your wealth for the next generation.

Learn More →

Rockpool SIPP

Enhance your pension returns.

Coming soon

Rockpool IFISA

Enjoy tax free savings and attractive returns.

Learn More →

JOIN US FOR A Q&A SESSION

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:
21st November 2018
5th December 2018
19th December 2018

RSVP

Risk Warning

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 which may be subject to change. Past performance is not a reliable indicator of future results. We do not provide investment, tax or legal advice.

Register with rockpool

If you are an individual investor or an intermediary, register now to get access to full investment details.

Register now

CONTACT US

10 Bressenden Place
Victoria, London
SW1E 5DH

Phone 0203 8548 100

Email team@rockpool.uk.com



Email Us