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74 EIS Magazine · Yearbook 2016/17 DIRECTORY
Directory ACCELERIS CAPITAL Norman Molyneux • 0161 850 0170 www.acceleris.com normanmolyneux@acceleris.com ALBION VENTURES LLP Patrick Reeve • 020 7601 1850 www.albion-ventures.com preeve@albion-ventures.co.uk AMADEUS CAPITAL PARTNERS LTD Amerlia Armour • 01223 707 023 www.amadeuscapital.com aarmour@amadeuscapital.com ARMSTRONG ENERGY Alan Yazdabadi • 020 7749 2400 www.armstrongenergy.com patricia.e.reynolds@artcapman.com ARTERIAL CAPITAL MANAGEMENT LTD Patricia Reynolds • 020 7129 1145 www.rtcapman.com patricia.e.reynolds@artcapman.com ARTESIAN GROUP Duncan MacDonald • 020 7350 3000 www.artesian.co.uk duncanmacdonald@artesian.co.uk AMATI GLOBAL INVESTORS www.amatiglobal.com Rachel Le Derf • 0131 503 9104 rachel.lederf@amatiglobal.com Amati AIM IHT Portfolio Service Designed to work in association with financial advisers, the Amati AIM IHT Portfolio Service is a discretionary investment management service. The investment team at Amati have over 50 years of combined experience in UK smaller companies, and an award winning investment management track record, in particular expertise in UK smaller companies and AIMquoted stocks. Holdings will be based on a model portfolio made up of profitable companies which fit into one of four categories: owner-managed; family businesses with well-built brands; established technology companies; and special situations with attractive yields. Amati works closely with financial advisers, who will assess the Service and consider whether the solution offered by the Service is suitable as part of each client’s overall investment strategy. Charges Annual management fee of 1% plus VAT on portfolio value, no initial/exit or dealing charges. Key Features • Minimum investment £15,000 • Shares held on client’s account, not as part of a collective investment scheme • Standardised portfolio, based on Amati’s Model Portfolio template • Can be held as an ISA EIS Yearbook 2016/17 75
Page 1 and 2:
FOR PROFESSIONAL INVESTMENT ADVISER
Page 3 and 4:
CONTENTS CHAPTER • 1 Foreword Mar
Page 5 and 6:
The Blackfinch Asset Focused EIS Po
Page 7 and 8:
LOOKING BEYOND BREXIT Welcome to EI
Page 9 and 10:
THOUGHT LEADERSHIP
Page 11 and 12:
Thought Leadership The summer of 20
Page 13 and 14:
Thought Leadership Let’s not be s
Page 15 and 16:
Thought Leadership In fact, much of
Page 17 and 18:
Thought Leadership RISK EQUALS REWA
Page 19 and 20:
Thought Leadership budget and appet
Page 21 and 22:
Thought Leadership to see taxes for
Page 23 and 24: Full service creative agency As spe
Page 25 and 26: Thought Leadership The more you kno
Page 27 and 28: Thought Leadership investing larger
Page 29 and 30: Thought Leadership Start-ups are us
Page 31 and 32: Thought Leadership Considerations f
Page 33 and 34: Thought Leadership crowdfunding pla
Page 35 and 36: Thought Leadership A valuable addit
Page 37 and 38: INVESTMENT SPOTLIGHT
Page 39 and 40: Investment Spotlight A BIRD’S EYE
Page 41: Investment Spotlight ACTION! UK FIL
Page 44 and 45: Make It Your Business Toil. Hard gr
Page 46 and 47: Helping you support your clients’
Page 49 and 50: Investment Spotlight INVESTING IN T
Page 51 and 52: Investment Spotlight THE INSIDE TRA
Page 53 and 54: Investment Spotlight DISRUPTING THE
Page 55 and 56: Investment Spotlight DIVERSIFICATIO
Page 57 and 58: Investment Spotlight GROWING THROUG
Page 59 and 60: ENHANCED PROFILES
Page 61 and 62: Enhanced Profiles USPs • Reputati
Page 63 and 64: Enhanced Profiles USPs • Over 20
Page 65 and 66: Enhanced Profiles USPs • Two spec
Page 67 and 68: Enhanced Profiles INVESTMENT STRATE
Page 69 and 70: Enhanced Profiles USPs • A ‘com
Page 71 and 72: Enhanced Profiles USPs • Sector e
Page 73: Enhanced Profiles USPs • Hands-on
Page 77 and 78: Directory DAEDALUS PARTNERS LLP Gav
Page 79 and 80: Directory JOULE ASSETS EUROPE Jessi
Page 81 and 82: Directory SENECA Jack Rose, LGBR Ca
Page 83 and 84: INFORMATION MEMORANDUM For further
Page 85 and 86: Open Offers EIS Open December 2015
Page 87 and 88: Open Offers Open 05/09/2016 Minimum
Page 89 and 90: Open Offers EIS Open 06/09/2016 Clo
Page 91 and 92: Open Offers SEIS Open 17/01/2014 Cl
Page 93 and 94: Open Offers IHT Open October 2014 C
Page 96: IFAMAGAZINE.COM EISMAGAZINE.COM FAN
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