Why GrowthInvest?
We deliver you and your adviser all the efficiencies and capabilities you would expect from an investment platform, now uniquely made available within the alternative and tax efficient investment markets.
With specialist market-leading technology sitting alongside unrivalled client service and industry knowledge, we work with your adviser to deliver you the best of solutions.
What We Offer
Market Leading
Technology
Technology
Our smart proprietary technology delivers security, efficiency, and simplicity in this complex marketplace. Designed around you as the client, our award-winning portal provides you and your adviser all the tools and features you need to manage your alternative investment portfolio.
Superior
Service
Service
Our dedicated Client Services Team are always ready to answer any questions you or your adviser may have, providing support and guidance in this sometimes complex area of investment and planning.
Unrivalled Range of Alternative Investment Products
Uniquely combining both listed and unlisted products in a single platform, we provide access to Venture Capital Trusts, Inheritance Tax Services (both AIM and Unquoted), SEIS and EIS Funds, Private Equity and Venture Capital Funds (GP/LP and Semi Liquid) and Private company shares and debt.
Complete Set of Product Wrappers
We provide a full range of relevant investment wrappers including ISA, VCT ISA, SIPP, SSAS and GIA, alongside the ability to treat clients as advised or execution only.
Clear & Transparent
Fee Charges
Fee Charges
Our straightforward approach to feecharges providers you with an easy to understand, transparent charging structure which offers real value. You can not only see very clearly our own fee charges, but also get a unique combined and standardised view of fee charges right across your alternative investment portfolio for the very first time.
Consolidate & Transfer Your Existing Investments
We have a dedicated onboarding team who will work with you and your adviser every step of the way to evaluate, digitise and bring onto the platform your existing alternative investment portfolio, alongside all documentation. We thereby ensure greater clarity in one single, centralised view of your portfolio, which can be analysed and added to with confidence.
Key Benefits
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.
A clear view of portfolio performance
- Advanced portfolio analytics and reporting
- Adjustable and flexible reporting formats
- Daily price updates
- Performance by sub asset class, manager, investment and more
Intelligently build your portfolio
- The tools you need to build an efficient portfolio
- A clearer view on deployment timing
- Build diversification easily by product, geography, manager, etc.
- Whole of market access
Efficient administration and monitoring
- Digital application process
- All documents in one place
- One custodian account for investment proceeds including realisations, dividends and coupons
- Collated information and documents from multiple providers
- Tax related information accessible in one place, e.g. EIS3
Efficient liquidity management
- All proceeds from all investments flowing into one custodian account
- An efficient reinvestment process
- Access to secondary markets in VCTs
- True transparency on cash returns
- Accessing tax relief documentation and reports