Beauhurst - Henry Whorwood
At Beauhurst, we provide research and insight to help professionals discover and track the UK’s high-growth companies. Our data platform, available at beauhurst.com, is a searchable database of information on the most ambitious businesses in Britain. It is used by leading organisations from across the world of finance, professional services, higher education and government to better understand the high-growth economy.
We regularly produce reports based on our data, examining a diverse range of topics from investment trends to scaleups; FinTech to accelerators.
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 & Co now provides investors and advisers with comprehensive reports covering, EIS, VCT and IHT offerings.
Hardman & Co’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.
We provide the information that enables advisers to speak to their clients on tax enhanced products with confidence.
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 - Alan Sheehan
Founded in 2013, MICAP is the go-to place for advisers considering tax-advantaged investments. MICAP provides quality independent due diligence, research tools and panel support services via its user-friendly and market-leading platform, specifically designed for financial advisers and wealth managers considering EIS, SEIS, SITR, VCT & BR investments. With over 800 subscribing firms and over 6000 users, MICAP is the most widely used research platform in this market.
Advisers can filter, compare and build sample portfolios from the whole of market, and assess all funds using our proprietary scoring system – which focuses on eight separate factors such as the manager’s operations & experience, the fund’s track record, and the fund’s diversification across companies & sectors. All research that advisers conduct (including every document downloaded, investment viewed and filter applied) is automatically saved for a complete audit trail of the research process. Advisers can also access innovative market snapshots and performance charts, which mark a real step change in how data in these markets is presented. For a free trial please follow the link below.
MJ Hudson Allenbridge - Lauren Radford
MJ Hudson Allenbridge offers a range of investment research and advisory services. We have been analysing and advising on tax-advantaged investment products since 1985 and have received acclaim for our thorough and incisive market coverage and expertise.
We offer a full range of services, covering EISs and SEISs, as well as on VCTs, and Business Relief schemes. We cover the majority of all such products in the market, including ongoing monitoring and 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 help clients feel confidence in EIS, offering them with outsourced oversight and expertise in finding the right product for them and their clients.
We always meet with 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. We can help in the creation of a panel of EIS including the provision of institutional quality research, advice and data and simple help narrow down the wide expanse of EIS on offer. We also offer a free services on our platform AdvantageIQ to see what EIS are currently open for investment.
If you are product provider with an open EIS please also contact us to be listed on our platform and see if eligible for consideration for our advisory clients.