Understandably many clients want to be a part of this, backing the next generation of pioneers and supporting the UK. Advisers are in a great position to advise them on the opportunity.
Lean on expertise
It takes skill to invest in early-stage companies, as these businesses are more difficult to research and access. For these reasons, many clients choose to access smaller company investments through a specialist investment manager. This way, a client benefits from the manager’s expertise, track record and pipeline of investments.
Octopus has been making investments in early-stage companies for more than two decades. In that time we’ve invested over £2 billion, helping support early-stage companies to reach their full potential.
Gain the knowledge
If Sunny’s experiences resonate with you and your business, we have an ideal next step where you can learn a little more about early-stage investing.
You’ll be able to watch a short interview with Sunny, read about the four key reasons why advisers should recommend early-stage investments, and learn more about the tax-efficient investments we provide which offer access to these opportunities.
Visit octopusinvestments.com/smaller_companies
