Firstly we would like to thank you all for your support through 2015.
2015 heralded a 40% rise in AUM and saw us relocate offices whilst adding 8 additional funds and launching a new Business Property Relief (BPR) portfolio.
Through 2015, Kuber has also been an active participant in the Personal Finance Society’s Regional Conferences covering the length and breadth of the UK giving us the ideal platform to contribute to adviser technical training Kuber’s key message was to highlight the benefits of Tax efficient investing – the suitability and role of EIS, SEIS and VCTS in long term planning, all of which were anecdotally well received.
Our very own quarterly seminars continue to be well received and the latest one held on 15 December focusing on Inheritance Tax Planning and BPR drew a full house.
Finally 2015 also saw Kuber shortlisted for two awards as part the Growth Investor 2015 Awards, Industry Game Changer and Best Investment Platform. We were delighted to have been a part of the inaugural awards.