Rathbones Investment Management - Ivan Teare
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 - Boyd Carson
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 - Richard Manley
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.
Guinness Ventures - Shane Gallwey
Guinness Ventures is the sister company to Guinness Global Investors (both from the Guinness Asset Management stable) and was founded in 2010.
Trusted by investors to grow their capital, our award-winning investment management team are experts at sourcing opportunities in growth-stage companies and helping them unlock their significant potential
Being truly invested in the success of the businesses we back, our impact goes beyond the financial investment as we use our resources and network to provide the companies that we invest in with the help that they need to grow.
We look for exciting and interesting businesses that we believe have potential for growth across a wide range of sectors including technology, education, healthcare, manufacturing, retail, leisure and food & drink.
Since inception, Guinness Ventures has invested £300 million into more than 180 EIS qualifying companies including some of the fastest growing growth companies in the UK.
Growthdeck Ltd - Simon Emary
Growthdeck is a private investor network that provides direct, tax-efficient investment opportunities in exciting UK companies.
We offer both equity and debt options, focusing on fundraises between £500k and £3m, and give High Net Worth and Sophisticated investors in the UK and overseas the chance to invest from £5,000.
We have raised funding for fast-growing SMEs across a wide range of sectors, including hospitality and leisure, technology, biopharmaceuticals and telecoms.
Our core team have decades of combined experience in the private equity and venture capital arena as well as a variety of other investment sectors, and our in-depth due diligence process draws upon the best elements of this.
Our Chairman and Head of Investment, Kieron Launder, has worked across a number of leading institutions, including Rothschild & Co where he headed up the strategic investment advisory service.
The other members of our executive management team and board also have a strong track record, with several having founded other private investor businesses in the past before bringing all their expertise together to create Growthdeck.