The purpose of the Private Investors Club is to provide clients with the opportunity to access investments in flexible and tax-transparent structures. Members of the Club will be entitled to receive exclusive investment promotions and ultimately be given the opportunity to invest.
Becoming a member of the Private Investors Club will give access to considerable benefits in terms of investment diversification and potential returns; however, investors will need to be aware of the risks. In recent examples, investments have been secured by way of a legal charge over an underlying property asset. As a consequence, membership is exclusive to investors who satisfy specific eligibility criteria.
In general, these investments will be categorized as either: ‘Not regulated’ by the Financial Conduct Authority (‘FCA’) and therefore not benefiting from regulatory supervision and protection; or as Non-Mainstream Pooled Investments (NMPIs), which are regulated by the Financial Conduct Authority, but under very specific legislation. Members will benefit from:
• Private equity investments
• Low correlation to investment markets
• High target returns
• Exclusive access to bespoke investments
• Low cost of entry
• Fully managed propositions
• Investment diversification
The Private Investors Club is managed by Custodian Capital. Custodian Capital Limited is a specialist subsidiary of Mattioli Woods plc that is authorised and regulated by the Financial Conduct Authority to establish and operate bespoke structures for high-net-worth individuals and sophisticated investors.
Whilst Custodian Capital Limited is fund manager to a Real Estate Investment Trust (‘REIT’), it also has the ability to facilitate and manage other investments that are not always property specific. To date, it has provided both short-term and long-term property finance and co-invested equity, all of which have been secured by underlying assets. More experienced investors are often looking for higher yields in more complex investments, albeit in exchange for accepting a higher degree of risk. The rationale for these investments is further compounded by the lack of income return currently derived from what are perceived to be lower risk asset classes. Custodian Capital will consider all alternative market sectors such as real estate, unquoted shares, and commercial finance in order to create further diversification across investors’ portfolios.
Custodian Capital Limited provide a full investment service to include:
• Sourcing deals
• Conducting all the necessary due diligence
• Preparation of thorough investment documentation
• Offering investments to members
• Annual management of the investment and the exit
For more information on this service, please contact the Custodian Capital team on 0116 240 8740, making reference to the Private Investors Club, or contact your financial adviser. Alternatively, please complete the enquiry form here and a member of the team will be in contact with you.
Custodian Capital is regulated and authorised by the Financial Conduct Authority (FCA) to establish, operate, and wind up a collective investment scheme.