Bramdean Asset Management chief executive Nicola Horlick is chairing a newly launched private equity investment business, Rockpool Investments.
Rockpool is managed by investor network Hotbed founder Gary Robins and Foresight Group former-senior partner Matt Taylor.
It will launch a bespoke portfolio service this month, with a minimum investment of £25,000, allowing investors to access enterprise investment schemes and VCTs.
The firm is still finalising the charges on the proposition.
Horlick says: “The company will provide investors with the opportunity to make money at the same time as helping ambitious companies grow faster.
“Small and medium enterprises are the lifeblood of the UK’s economy and the key to unlocking future growth but it has become notoriously difficult for them to obtain finance from traditional sources.
“Rockpool will add an important new impetus to our SME sector while at the same time providing investors with ready access to highly tax-efficient private equity opportunities.”
Robins says: “Advisers have not embraced EIS yet but if they do not consider it they could find themselves in a difficult position in terms of competition, as wealth managers are embracing it. The loss relief cushion, where investors can claim back some capital after a loss, is the most attractive aspect of EIS.”
Pilot Financial Planning director Ian Thomas says: “EIS can be interesting but it is not something to be entered into without proper research. People look at EIS because it offers various tax reliefs but if you make a loss, the tax relief may pale into insignificance. EIS is an investment to consider for sophisticated investors.”