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Directory
SENECA
Jack Rose, LGBR Capital • 020 7071 3926
www.lgbrcapital.com
seneca@lgbrtax.com
The Seneca EIS Portfolio Service is an evergreen discretionary management service that offers investors the
opportunity to build a portfolio of equity investments in UK based SMEs, which are seeking an injection of
capital to fund their next phase of growth.
The Service gives investors a portfolio of 4-6 investments per year diversified by sector. It targets investment
returns of £1.60 to £1.80 per £1 invested (excluding tax reliefs). The EIS Service totals over £34 million and has
completed 45 investment rounds across 28 companies. 13 companies in the portfolio service are already AIM
listed providing liquidity, market pricing and exit visibility for investors.
The Portfolio Manager, Seneca Partners, is part of the wider Seneca business, which has c. £450 million
invested assets and over £4 billion debt under advice.
The knowledge, experience and pedigree of Seneca’s investment team, combined with their individual track
records of successful investing in the SME sector, is complimented by an extensive deal flow network in the
UK’s SME heartlands of northern England and the West Midlands.
SOPHROSYNE VENTURES
Gary Jackson •
www.sophrosynventures.com
gary@sophrosynventures.com
SOVEREIGN
Martin Keatman • 020 7268 2477
www.sovereign-group.com
martin@sovereign-group.com
ST JAMES’ PLACE WEALTH MANAGEMENT
Tony Mudd • 01285 878 268
www.sjp.co.uk
tony.mudd@sjp.co.uk
STELLAR ASSET MANAGEMENT LTD
Jonathan Gain • 020 3195 3500
www.stellar-am.com
jonathan.gain@stellar-am.com
SUSTAINABLE TECHNOLOGY INVESTORS LTD
Gordon Power • 020 3657 4860
www.still.uk.com
grp@still.uk.com
THE WINE INVESTMENT FUND
Andrew Della Casa • 020 7478 0901
www.wineinvestmentfund.com
adc@wineinvestmentfund.com
TRIPLE POINT INVESTMENT MANAGEMENT
Claire Ainsworth • 020 7201 8900
www.triplepoint.com
contact@triplepoint.com
EIS Yearbook 2016/17
81