Our High Net Worth Portfolio

Join The Club Today To See What Else We Have Available

The FCA regulations prohibit us from showing investment opportunities that are available only to Sophisticated and High Net Worth investors on our main website.

However, the reality is that 70% of what we do is with this group of investors. Opportunities range from bonds and loan notes with above market returns, private equity involvement in property based SPVs and other more esoteric opportunities which arise from time to time.

In order to see these investments you need to join the club and complete a signed declaration that you qualify as a Sophisticated or High Net Worth investor. Here’s a reminder of the qualification criteria:

High Net Worth

You earn £100,000 a year or more, or you have £250,000 or more of investable assets outside of your main home and pension. This could include, for example, equity in a Buy-To-Let portfolio or your combined ISAs from the last 20 years.

Sophisticated

There are three possible routes to this classification:

  • You have been certified as sophisticated by an appropriate FCA registered entity
  • You are a director of a company with a turnover of £1 million plus
  • You have been a member of an investment club (like Elite!) for six months and made at least two investments in unlisted securities in the last 12 months (eg shares in companies that have not floated on a public stock market)

Click here to join Elite Investor Club today and receive details of investment opportunities we cannot show you on this public website.

In My Opinion

“This is where the rubber really hits the road. Our best investments are reserved for our members who qualify as Sophisticated or High Net Worth investors. If that’s you, join us today and we’ll be in touch with the latest opportunities.”