Hardman & Co - Brian Moretta
Founded over twenty years ago, Hardman & Co is an FCA registered firm, with a long established reputation for quality independent research on small and mid-cap companies and funds. The firm has a pool of highly experienced analysts with an average 27 years researching a broad range of sectors. It is also recognised for its work in valuing businesses for corporate due diligence and as an expert witness. Hardman now provides investors and advisors with comprehensive reports covering EIS and VCT offerings.
Hardman’s approach to EIS and related products uses its extensive knowledge and experience to understand what each provider and product is aiming to achieve and the associated risks. Each review provides comprehensive research, including investment process, fee structures, performance attribution and risk analysis. In particular, this work addresses the concerns that the FCA has raised about concentration on ‘tax efficiency’ by other research providers.
Despite being a new entrant in the EIS and VCT space, Hardman has already been commissioned to produce investment reports on a growing number of providers, including diligence and report services for the Kuber Ventures platform. It has also connected providers with investors through its investor forums as well as providing CPD qualifying education.
Intelligent Partnership (Indagate Group) - Guy Tolhurst
Intelligent Partnership is the UK’s leading provider of education and insights on alternative investments. They deliver CPD accredited research, training and events to a community of financial services and investment professionals. They publish the annual EIS industry report and organise EIS masterclass events to promote best practice when advising in this area.
IFAs and Wealth Managers make up the majority of their 3,500 subscribers, all of whom are interested or active in alternative investments. Their aim is to increase awareness and engagement amongst intermediaries, providing them with the tools and information they need to speak knowledgeably with their clients about the whole investment universe.
MI Capital Research - Andy Marris
MI Capital Research Ltd (MICAP) provides independent research and due diligence on the rapidly increasing number of alternative investments in the market today. MICAP also offers its cloud-based MICAP Fund Finder, a state of the art online platform and comparison engine, which lists all EIS, SEIS, BPR and VCT offers, providing useful visibility for all product providers. Available on a subscription service, it allows providers, advisers and investors to search for and select, compare and contrast products from the “whole of market” based on detailed key facts data.
The MICAP Fund Finder also provides a whole host of useful tools and features such as the ability to filter the market by client preferences, save and score favourites, download all product literature and available reviews and contact providers directly. The unique Impact Assessment Matrix enables users to identify and compare products by their key risk impacts, whilst the valuable Portfolio Builder enables users to build diversified and weight-adjusted portfolios for assessment. Designed to save advisers and investors huge amounts of time and money when conducting their due diligence, it also enables advisers to keep an audit trail of their product selection process to assist in administration and compliance.
MJ Hudson Allenbridge Holdings Limited – Tax- Advantaged Investments - Lauren Radford
MJ Hudson Allenbridge offers a range of investment research and management services. We have been analysing and advising on tax-advantaged investment products since 1985 and have received acclaim for our thorough and incisive reports.
We offer a full range of independent in-depth reviews on EISs and SEISs, as well as on Venture Capital Trusts (VCTs), and Business Relief (BR) Inheritance Tax Services. Our service covers the majority of all such products in the market, including regular fund updates, so that you are always up to date, as well as covering new entrants, to ensure we can offer the widest market viewpoint possible.
We always meet with company directors or fund managers and review all aspects of their schemes, including: risk; management experience; strategy; incentives; and costs. Our independent due diligence can prove invaluable for regulatory and compliance purposes and is relied upon by hundreds of financial advisory firms. Private investors can also benefit from our services and we will be pleased to assist you with any tax-advantaged investment decisions. If you are product provider launching an EIS please also contact us as we may be interested in undertaking a review.