Wealth Club

United Kingdom - Bristol

• 25/04/2024
• Unknown
• $4,050,215

Wealth Club is the UK’s leading non-advisory investment broker specialising in tax-efficient investments for high net worth individuals.

The aim is to offer more compelling and advanced investment opportunities than normally available through mainstream investment platforms and financial advisers: VCT, EIS or SEIS investments, inheritance tax portfolios, commercial property investments and single-company equity and bond deals.

Our service provides in-depth research on such opportunities, and the risks involved, so that clients can decide for themselves whether to invest.

The business was founded by Alex Davies, a former Hargreaves Lansdown director and shareholder. The inspiration for Wealth Club came from personal experience. Alex was himself the perfect prospect for such a service. To his surprise, he found that good-quality services designed to help high net worth and sophisticated investors research and execute non-standard and tax-efficient investments are thin on the ground. This led to the idea of Wealth Club.

The majority of Wealth Club's directors and employees are former Hargreaves Lansdown employees with broad experience in researching investment opportunities and presenting them to clients in a clear and balanced way.

If you are a high net worth or sophisticated investor, you can register to hear about investment opportunities here:
https://www.wealthclub.co.uk/register-deals/

Related People

Alex DaviesFounder

United Kingdom - Bristol, England

I am the founder and CEO of Wealth Club. Wealth Club is the UK's leading alternative investment service for high net worth investors. As well as being the biggest broker of Venture Capital Trusts we offer our clients a range of single company EIS investments, EIS funds, private equity and IHT portfolios. We launched in 2016. Today we have over 57,000 members who receive deals from us each week. Of those more than 11,300 are now clients having invested more than £1.2 billion through our platform. (Last updated November 2023)

Prior to Wealth Club my only job was at Hargreaves Lansdown which is now a FTSE 100 company. I joined aged 22 and initially my principle job was stuffing envelopes. By age 30 I was one of the main directors and a shareholder in the business. I retired at 38 and began investing in start up businesses directly using generous EIS tax reliefs and through Venture Capital Trusts. Whilst there were some great investment opportunities available there were also plenty of awful ones and there wasn't anywhere to go to sort out the good from the bad. Applying was also difficult with most opportunities still completely paper based. With this in mind I created Wealth Club, an online service which gives high net worth and sophisticated investors access to great deals (many of which aren't available elsewhere) along with excellent information and the ability to invest and monitor them online at their leisure.

LinkedIn https://www.linkedin.com/in/alexdavies/