Blackfinch Adapt IHT Portfolios

Manager Overview

The investment world is our natural habitat. With a 25-year heritage, Blackfinch brings significant knowledge and expertise. Whatever the economic climate, we work to ensure that our products always meet our customer’s needs. We achieve this through continually adapting to change, from market shifts to new regulation. In this way, clients can take advantage of highly evolved investment solutions.

As a testament to our work, Blackfinch continues to grow, currently with over £300 million under management and in administration, entrusted to us by our customers.

Schemes on the Platform

Blackfinch Adapt IHT – Balanced Portfolio
Blackfinch Adapt IHT – Balanced Growth Portfolio
Blackfinch Adapt IHT – Ethical Portfolio
Blackfinch Adapt IHT – Growth Portfolio

the alternative

investment platform for EIS/SEIS/BR investing

I am an Investor

I am an Adviser

I am a Product Provider

Product Provider

I am not a Product Provider
This site is only for product providers regulated by the Financial Conduct Authority. If you’re a private investor, please click here

Be aware that the products on this site are considered high risk. Nothing here should suggest a product or service is suitable for a specific investor. The products and services on this site are only available to UK residents. All of the investments on this site place capital at risk, and investors may get back less than they invest. Kuber does not offer investment, tax or legal advice.
*
- I CONFIRM I HAVE READ AND UNDERSTOOD THE INFORMATION ABOVE
Company name*
Company FCA number*
Email address*
Please note that this information will not be stored unless you become a Kuber client.

Advisers

I am not an Adviser
This site is only for UK regulated financial advisers, wealth managers and others regulated by the Financial Conduct Authority. If you’re a private investor, please click here

Be aware that the products on this site are considered high risk, so you should read the risks associated with each product before deciding whether to recommend them to a client. Nothing here should suggest a product or service is suitable for a specific investor. You shouldn’t disclose or transmit anything on these pages unless it is clearly labelled as suitable for retail investors. The products and services on this site are only available to UK residents. All of the investments on this site place capital at risk, and investors may get back less than they invest. We only accept business on an advised basis from investors who are confirmed as High Net Worth investors or who are Self Certified Sophisticated Investors.

Kuber does not offer investment, tax or legal advice.
*
- I CONFIRM I HAVE READ AND UNDERSTOOD THE INFORMATION ABOVE
Company name*
Company FCA number*
Email address*
Please note that this information will not be stored unless you become a Kuber client.

Investors

I am not an Investor
The products on this site place your capital at risk and you may not get back the full amount invested. Tax treatment may be subject to change and depends on the individual circumstances of each investor. The availability of tax reliefs also depends on the investee companies maintaining their qualifying status. Neither past performance or forecasts are reliable indicators of future results and should not be relied upon. Unquoted or smaller company shares are likely to have higher volatility and liquidity risks than other types of shares quoted on the Main Market on the London Stock Exchange. Website content is not intended to constitute investment, tax or legal advice. We only accept business on an advised basis from investors who are confirmed as High Net Worth investors or who are Self Certified Sophisticated Investors. For full definition of a High Net Worth investor or a Self Certified Sophisticated Investor click here. We do however, recommend you seek independent advice before investing in our products.
*
- I CONFIRM I HAVE READ AND UNDERSTOOD THE INFORMATION ABOVE AND QUALIFIY AS EITHER A HIGH NET WORTH INVESTOR OR A SELF CERTIIFIED SOPHISTICATED INVESTOR
Please note that this information will not be stored unless you become a Kuber client.

Definition - High Net Worth investor or Sophisticated Investor

An investor qualifies as an High Net Worth investor if they have

(a) An annual income to the value of £100,000 or more;
(b) Net assets to the value of £250,000 or more. Net assets for these purposes do not include:
(i) the property which is their primary residence or any loan secured on that residence;
(ii) any rights under a qualifying contract of insurance within the meaning of the Financial
Services and Markets Act 2000 (Regulated Activities) Order 2001; or
(iii) any benefits (in the form of pensions or otherwise) which are payable on the termination of their service or death or retirement and to which they are or (or their dependants are), or may be, entitled.

An investor qualifies as ar Self-Certified Sophisticated Investor if at least one of the following applies:

a) they are a member of a network or syndicate of business angels and have been so for at least the last six months prior to the date below
b) they have made more than one investment in an unlisted company in the two years prior to the date below
c) they are working, or have worked in the two years prior to the date below, in a professional capacity in the private equity sector, or in the provision of finance for small and medium sized enterprises
d) they are currently, or have been in the two years prior to the date, below a director of a company with an annual turnover of at least £1 million