Fund managers

We invest in seed and early stage companies from a range of different industries, with a particular focus on technology. Oxford Capital is one of the most experienced tax-efficient investment managers in the UK. Since pioneering the first EIS funds in 1999, Oxford Capital has been recognised multiple times as Best EIS Fund Manager. We have invested over £400m in small companies across the UK and are proud of partnering with some exceptional founders. Our current portfolio includes some well known brands such as Curve, Moneybox, Push Doctor, Spoke and more.  More information can be found at www.oxcp.com.

Par Equity is an Edinburgh-based venture capital boutique active across the United Kingdom. It invests in innovative small companies with high growth potential within a number of carefully selected sub-sectors, including software, medical devices, energy-efficient lighting and technical textiles. Although portfolio companies do include businesses serving consumer markets, Par Equity is particularly interested in business-to-business propositions. Investors include many individuals with directly relevant experience of the sub-sectors Par Equity invests in, providing a reserve of intellectual capital to be deployed alongside financial capital. Par Equity offers execution-only investment services to business angels as well as managing an evergreen EIS fund (the Par Syndicate EIS Fund) that invests alongside and on the same terms as business angels in SEIS and EIS-qualifying companies.

Parkwalk Advisors is one of the UK’s leading technology Enterprise Investment Scheme fund managers. Parkwalk invests in high growth, knowledge intensive companies seeking to develop and commercialise technology and innovation originating from UK universities, research intensive institutions and technology clusters.

Founded in 2009, Parkwalk has assets under management of over £160m and has backed over 85 companies. Parkwalk is now part of IP Group plc, a FTSE 250 company with a market capitalisation of £1.7bn and the UK’s leading developer of intellectual property-based businesses. IP Group has agreements with over 80% of the UK Russell Group Universities, including Oxford, Cambridge and Imperial.

The Parkwalk Opportunities EIS Fund is a growth-targeted investment fund providing investors access to a portfolio of knowledge intensive technology companies, an area the Government continues to support. Investors will get exposure to a range of investments from AIM listed to seed stage companies.

Parkwalk also manages a series of early-stage funds in conjunction with the technology transfer offices of the Universities of Cambridge, Oxford and Bristol.

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)