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.
Investing in private companies may not be suitable for you. Your capital will be at risk and there is no guarantee of any return. Private company investments are not ready realisable and you may not be able to sell your investments when you wish to.
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. Capital at risk and there is no guarantee of any return. This sort of investment does not provide a reliable source of income.
Paid to investors
WE OFFER TAX-EFFICIENT SOLUTIONS and services
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.
Invest in well-established businesses aiming to grow rapidly for capital gains of around 300% over a 5-year period.
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.
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.
Tax-Efficient investing event
Our next event will be held in London on Thursday 7th March 2019.
The focus will be on the tax benefits of investing in our transformer private companies and the tax-efficient routes available, such as the Rockpool SIPP and the Rockpool IFISA.