Wealth Club is a financial services company that offers access to exclusive investment opportunities, such as venture capital and private equity funds, to individual investors. The company focuses on tax-efficient and potentially high-return investments that are often only accessible to institutional investors or high-net-worth individuals.

Alex Davies

Wealth Club

Wealth Club is the UK’s leading non-advisory investment broker specialising in tax-efficient investments for high net worth individuals. 

The aim is to offer more compelling and advanced investment opportunities than normally available through mainstream investment platforms and financial advisers: VCT, EIS or SEIS investments, inheritance tax portfolios, commercial property investments and single-company equity and bond deals. 

Our service provides in-depth research on such opportunities, and the risks involved, so that clients can decide for themselves whether to invest.

The business was founded by Alex Davies, a former Hargreaves Lansdown director and shareholder. The inspiration for Wealth Club came from personal experience. Alex was himself the perfect prospect for such a service. To his surprise, he found that good-quality services designed to help high net worth and sophisticated investors research and execute non-standard and tax-efficient investments are thin on the ground. This led to the idea of Wealth Club.

The majority of Wealth Club's directors and employees are former Hargreaves Lansdown employees with broad experience in researching investment opportunities and presenting them to clients in a clear and balanced way.

If you are a high net worth or sophisticated investor, you can register to hear about investment opportunities here:
https://www.wealthclub.co.uk/register-deals/

We talk to an investor in Lucky Saint, Dash Water, Luxury Promise, MPB.com – all holdings of the ProVen VCTs (Venture Capital Trusts). Stuart Veale is managing partner of the investment manager, Beringea. What are their recent investments? How is the existing portfolio performing? Who are the rising stars, and recent exits? Watch now to learn more -> https://lnkd.in/etMdj6VN. In this interview:

‣ What kind of companies do the ProVen VCTs seek to invest in?
‣ Why they invested in DASH Water – a UK seltzer water pioneer – and Lucky Saint | B Corp™, the UK’s leading independent no-alcohol beer company
‣ Investing in Gorilla - Energy data applications (pricing and forecasting tools for the energy sector)
‣ Their investment in two ‘circular economy’ companies – MPB (pre-owned photographic equipment) and Luxury Promise (authenticated pre-owned designer handbags)
‣ Besides funding, how does Beringea help these companies succeed? What role does the US office play?
‣ A success story (and recent exit): luxury jewellery company Monica Vinader Ltd
‣ Risks of early stage investing

Watch now: https://lnkd.in/etMdj6VN
Or listen later on:
🎧 Spotify https://lnkd.in/e4MvTC27
🎧 Apple Podcasts https://lnkd.in/eGfE23_J
🎧 Google Podcasts https://lnkd.in/ehEw6QiB

IMPORTANT: The opinions expressed in this video are the interviewee’s own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice. Venture Capital Trusts are higher risk and less liquid than mainstream investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you’re unsure an investment is right for you, please seek professional advice.

#venturecapital #growthcapital #consumerbrands #circulareconomy 

I am delighted to announce the launch of our new Wealth Club Portfolio Service. It's available in a SIPP, ISA and general investment account and is up to 40% cheaper than using a traditional wealth manager and around the same as managing a typical investment portfolio on a DIY platform.

https://lnkd.in/enaEh9nB


The UK’s second largest Venture Capital Trust, Octopus Apollo VCT’s investment focus – business-to-business software companies – has weathered recent economic headwinds better than many other growth sectors. We talk to manager Richard Court – watch now: https://lnkd.in/ens29vRi. In this interview:

‣ “A front row seat” – why does Octopus Ventures like UK #B2B software companies?
‣ What stage does the VCT invest, and why?
‣ Investing in Lodgify – software for holiday rental property managers
‣ Investing in Pendula – automated conversational tool for marketing
‣ How are macroeconomic conditions affecting the portfolio?
‣ A recent exit: The Safeguarding Company
‣ What are the risks?

Watch the interview to learn more ⏯ https://lnkd.in/ens29vRi

Or listen later on 
🎧 Spotify https://lnkd.in/ez3niauE
🎧 Apple Podcasts https://lnkd.in/eAAk2fdt
🎧 Google Podcasts https://lnkd.in/e2PaSu4x

IMPORTANT The opinions expressed in this video are the interviewee’s own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice. Venture Capital Trusts are higher risk and less liquid than mainstream investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you’re unsure an investment is right for you, please seek professional advice.

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Company Name	Wealth Club
Symbol
MSH ID	UK:CO:WEALTHCLUB
Market	PRIVATE
Sector	Financial Services & Finance
Industry	Financial Services
Country	GB
Stage
Employee Count	29
Website	wealthclub.co.uk
LinkedIn	wealth-club-ltd
Founders

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UK:CO:WEALTHCLUB

Wealth Club

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