I wanted to be able to bring the benefits of EIS investments to my clients but had been previously deterred by the concentration risk that resulted from investing too great a proportion of client’s LNW into single high risk companies. The benefit of diversification was one of the biggest drivers. What was also very important was the rigour of Kuber’s due diligence process in that they vetted all of the managers who they allowed on to their platform. The next greatest advantages were the efficient administration and clear communication that Kuber offered

Russell & Co, Grant Connell

The fact we could build EIS portfolios and spread the risk rather than relying one particular manager and carrying out due diligence on each EIS scheme.

Much easier just to do due diligence on Kuber and be comfortable with their processes for reviewing everyone else! Big time saver for us.

Wealth and Tax Management, Carl Roberts APFS Chartered Financial Planner
Wealth and Tax Management

We have been using Kuber EIS platform for clients in our business for quite a while now. We were attracted by the ability to consolidate EIS investments onto one platform, and being able to create a Portfolio in one place. For us this adds additional and welcome diversification of risk. There are always a good range of schemes available, and although we were not so familiar with a lot of the providers, we have been re-assured by the robust due diligence process that Kuber adopt. Kuber have secured good deals with the EIS managers, and have managed to agree very competitive entry costs for most. Finally we are also pleased with the face to face support we have received from Russell Fryer, who has been very helpful, especially in the earlier stages of using the platform.

If you haven’t already started using Kuber, you should very much consider it as an important part of client Portfolios for EIS, and BPR schemes.

Pembroke Financial Services Ltd, Keith Bonner

The multi-manager structure allows us to invest with several different EIS & SEIS strategies and assists with selecting investment criteria suitable for the specific client and monetary allocation. The level of due diligence provided by Kuber provides an extra layer of client care, both at point of provider selection, pre-investment and at point of investment i.e. the investment committee reviews the actual investments to ensure suitability.

We are able to invest through several EIS Strategies with a single application, single valuation and this cumulated approach provides a benefit to clients through administration management. The initial cost discounts attracted through Kuber that are not available through direct market access, helps mitigate Kuber’s platform costs incurred by the client. Re-investment after the initial period is a simple administration process, so a benefit to both client and adviser.

Waverley Court Consulting, Darren Nathan