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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