Why GrowthInvest?
We deliver you all the efficiencies and capabilities you would expect from an adviser investment platform, which uniquely we make available within the alternative and tax efficient investment markets.
With specialist market-leading technology sitting alongside unrivalled client service and industry knowledge, we enable advisers and wealth managers to deliver the best of solutions to their clients.
What We Offer
Technology
Existing Portfolios
Fees & Charges
The GrowthInvest Solution
We are on a mission to make tax-efficient and private investments more accessible to wealth managers, financial advisers, and their high-value clients, through the provision of digital solutions and education in a fast-growing, but currently inefficient, market.
One transparent execution and reporting solution for tax efficient and alternative investments
Invest digitally in a diverse range of tax efficient and private investments using state-of-the-art secure technology
Onboard historic portfolios, digitise holdings, update valuations, and view a fully reconciled life-to-date performance
Transfer the funds to a dedicated custodian account and let GrowthInvest help manage the entire investment process
Utilise digital solutions to reduce administration, and assist with regulatory requirements
Benefit from personalised client service: because technology is not always enough
Subscribe to our brand new podcast especially for Finanical Advisers!
It’s the one about ALTERNATIVE INVESTMENTS from GrowthInvest and friends.
Spotify
Apple Podcasts
Amazon Music
Castbox
RSS Feed
When can you sell your VCTs?
Use our calendar to identify buy-side liquidity in the VCT secondary market, plan sales of VCTs as part of our VCT Rolling Program. Available now on request, and automatically for GrowthInvest Platform account holders.
Want to know more about EIS Fund charges?
Be clear on the fees charged by EIS Funds using our EIS Fund Fees table, brought to you by GrowthInvest in collaboration with the EIS Association.
The market download is a regular weekly newsletter for financial advisers, wealth managers and industry contacts. If you would like to receive it, please submit a subscription request.
