Fund managers

Puma Investments is an award-winning investment manager, and a leading provider of growth capital to UK SMEs. We operate across the country from our offices in London, Liverpool and Edinburgh and are part of an organisation that raised its first private equity fund in 1996. Puma has raised over £400 million in tax efficient investments to date.

We are committed to supporting the growth of small and medium-sized businesses across all sectors and regions of the UK. We deliver investment from £2 million to £10 million to help companies achieve their ambitions.

Our investment provides more than capital – it provides partnership. By using our investment insight, multi-sector experience and extensive network, we aim to help accelerate the growth of our investee companies.

Puma Alpha EIS is an evergreen fund that is open to investors throughout the year. The Fund has four closings per year, typically in at the end of each calendar quarter. The Fund seeks to support the growth of
UK SMEs through backing exceptional management teams and aims to give investors exposure to the earnings of quality operating businesses.

Rathbones has become a trusted investment partner for providing individual investment and wealth management services for private clients, charities, trustees, and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager. By addressing ESG issues, a responsible investment approach not only serves to protect the planet and people. It also preserves wealth and generates returns via enhanced risk management and the identification of promising investment opportunities.  In a reflection of our achievement so far, we were recognised as “ESG Champion of the Year” in the Investors’ Chronicle/Financial Times 2021 Celebration of Investment Awards.

In business since 1742.

A FTSE 250 listed company.

Managing more than £100.7* billion for our clients.

£8.8bn managed by our Charities team363 Investment Managers

15 offices throughout the UK and Jersey.*

Our purpose

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly. Find out more

*All data correct as at September 2023 and data currently excludes Investec Wealth and Investment (UK)

Sapphire Capital Partners LLP (“Sapphire”) is a multi-award winning firm based in London and Belfast which specialises in SEIS and EIS funds. Sapphire currently manages over twenty SEIS and EIS funds across a wide variety of sectors. The partnership, founded in 2009, is authorised by the FCA (FRN: 565716) to act as an investment manager. Sapphire is also a Home Office approved endorsing body to provide start-up and innovator visa endorsements.

Sapphire’s services are delivered by an experienced team that provide quality services in a cost-efficient way. The individuals behind Sapphire have a considerable breadth of knowledge in the financial sector.

Seneca Partners is an FCA regulated investment management and corporate advisory services business, dealing with UK based companies in the turnover range of up to £100m per annum. Seneca was formed in 2010 by a senior group of accountants, bankers, stockbrokers and investment management specialists to provide services for high net worth individuals, entrepreneurs, companies, charities and trusts.

In early 2014 we acquired Miton Capital Partners, (now Seneca Investment Managers), a traditional, risk rated, upper quartile fund management business. In the same period we also acquired Manchester based corporate finance boutique and fellow EISA member, Acceleris, who have specialised in the provision of growth capital and earlier stage company funding since 2000.

Seneca currently has assets under management in excess of £0.5bn. Investment management activities are provided in a range of asset classes including private equity, secured income, property bridging finance, turnaround & special situations and growth capital in a mix of senior debt, mezzanine finance and equity. We are fund manager to the Seneca EIS Portfolio Service which invests in profitable, growing UK companies. We are also investment adviser to an IHT Portfolio Service via Seneca Secured Lending Ltd, a BPR qualifying company whose trading activity is the provision of short and medium term secured loans.

When the government announced the SEIS initiative in 2012, Jenson Funding Partners LLP (JFP), was founded by the team behind Jenson Solutions Limited, Paul Jenkinson and Sarah Barber. As an appointed representative of Foresight Group, JFP launched the Jenson Seed EIS Fund to provide start-ups with the level of financial and operational support normally only available to much larger businesses.

Raising £5.5 million in the first fund iteration, JFP has closed 4 funds and now manages more than £14 million, which has been invested in just under 100 companies.

In 2015 JFP, recognising that the SEIS investee company portfolio was maturing, started raising funds under the Enterprise Investment Scheme (EIS) to provide follow on funding to its more successful companies. To date the EIS, combined with the syndicated investors, has invested over £5 million, and raised over £5 million of debt facilities.

We now have a combined evergreen SEIS and EIS Fund open for investment. The Fund aims to target exciting new innovative and disruptive technologies to be nurtured alongside existing investment opportunities that require follow on investment to fully exploit commercialisation of a proven business model.