Quilter Cheviot has launched a discretionary-managed AIM strategy for high-net-worth investors.
The strategy will be a managed portfolio of AIM-listed companies that qualify for business relief, run by the firm's equity research team. This is headed up chief investment strategist Alan McIntosh (pictured) who will work alongside Dan Nickols, head of UK mid and small-cap equities at Old Mutual Global Investors. Assets must be held for a minimum of two years in order to qualify for business relief and can also qualify for relief from inheritance tax if held at time of death. Andrew McGlone, managing director of London investment management at Quilter Cheviot, said: "By invest...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes