It is with great pride that we can now announce the official launch of Cape Berkshire Asset Management (CBAM), a discretionary fund management service giving us more efficient and cost-effective solutions. We have had the permissions for this since March ’19 but wanted to launch it in conjunction with our platform.
It is with great pleasure that we are now able to announce that Ascot Wealth Management has been shortlisted in the fifth annual Growth Investor Awards for the coveted Wealth Manager of the Year Award, sponsored by Kin Capital. The award focuses on companies that have had an impact beyond investment whether that be through the creation of jobs, boosting economic growth or supporting of innovation. To be recognised in this category confirms the refreshing Ascot Wealth Management mantra of always looking outside the box for the latest investment solutions
The recent suspension of the Woodford Equity Income Fund (WEIF) amidst a torrent of investor withdrawals (most notably Kent County Council £263m (Financial Times, 2019)) brought to light that the fund was not as liquid as the “open-ended” term in the title of the universe in which it exists would infer.
Enterprise Investment Schemes are tax efficient schemes created by the UK government during 1994 and which have since raised over £14 million