Based on parameters agreed with its investment committee, Kuber will identify a shortlist of potential Managers and Schemes from a market wide analysis. These parameters have been established following a selection criteria which are based on a set of criteria widely used by other independent bodies from across the wealth advisory industry. The following are examples of the key areas typically considered
A record of investment in EIS, SEIS or BPR
A commitment to future EIS/SEIS/BPR launches
In-house investment protocol, key personnel of high standing
Quality levels of service, and fair costs
Kuber will, through their internal investment committee proceed to make the final selection and negotiate terms with the selected Managers.
You will find more information on the managers and their portfolios on this page, within our Investment Guide and the managers websites. If you require more detailed analysis on the managers or their portfolios this can be obtained from us or our partners.