7 August 2017, 2:10pm
On the back of strong market growth and demand for its services Kin Capital has expanded the team and new services to those working in the tax efficient market.
Kin Capital is delighted to announce two more hires following the sales team’s recent addition of Business Development Manager Mark Stephens who joined from SEIS, EIS and BPR manager Blackfinch.
Harriet Doherty (née Preston-Morley) is joining as Sales and Marketing Director, having previously worked at EIS and VCT manager Calculus Capital where she was Assistant Director IR and Marketing. Harriet will be leading relationships with financial advisers and wealth managers around the UK.
Sherine Ashraf has joined as an Associate having previously held positions with St James’s Place and Brooks Wealth Management. Sherine will be providing support to the sales team, responding to adviser queries and assisting the investor relations team.
These latest 3 additions to the existing team will allow Kin to market and respond to a larger audience of financial advisers for its promotion clients, including Parkwalk EIS and Pembroke VCT.
Kin Capital are also pleased to announce a new custodian and nominee service for its fund management clients. Kin Capital is now the only third party service firm offering fundraising, fund management and custodian services. The rationale is simple – less firms means less overall cost and more importantly an enhanced customer service to financial advisers and their clients.
In addition to these increased services, Kin are also implementing an online portal system which will give investors the opportunity to view holdings.
After last tax year financial advisers will continue to have to react to changes in the market, with some firms exiting certain areas of the market. Kin only works with managers it believes to be credible and who can stand up to the due diligence process as well as third party due diligence/research. This gives financial advisers some additional peace of mind and allows Kin to offer a range of niche fund managers with strong relevant track records who might be under the radar of advisers given the large sales team at some managers.
This tax year certainly seems to be gearing up for an interesting one. VCT capacity could top £1bn for the first time with pension changes really kicking in this tax year (given limited carry back options) fueling demand. And on the EIS front there are a number of renewable exits on the horizon which will mean capital looking for a new EIS home, with limited options outside growth and media.
However, this is why we set up Kin – to help financial advisers by offering transparent and credible tax efficient tools for their clients, and with the new hires and services we will be able to do that to greater effect.
A summary of the latest portfolio performance by Parkwalk Advisors Read more...
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We are pleased to announce that Kin Capital has been listed as a finalist for ‘Best New Entrant’ at the Tax Efficiency Awards 2017, run by Investment Week Read more...
Reopening November 2017. At nearly £50m of assets, Pembroke VCT is an established and dividend paying generalist VCT. More >
SEIS Fund conveying 50% income tax relief carryback to 2016/17 and other SEIS tax reliefs, through a diverse portfolio of entertainment sector businesses. More >
The most popular growth EIS Fund for the last two tax years, according to figures published by independent commentator Tax Efficient Review. More >
The UK's first nationwide Social Investment Tax Relief Fund, offering retail investors access to SITR qualifying investments creating a positive social impact across the UK. More >
Our summary gives an overview of our current VCT, EIS, SEIS, and SITR offers. More >