Founder-led companies and ‘entrepreneurial investors’ make better, calculated judgements and tap into experiences which give them an advantage over more conservative investors.
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‘Single-investor’ models are convenient for a range of investments. A bare trust can be a cost-effective and simple way to let a small number of sophisticated investors access an investment through one legal entity.
You can only receive the full benefit of expertise if you’re an informed consumer. Can you paint a picture of what your retirement success and failure looks like?
One of the benefits of Private Ancillary Funds is the philanthropic family legacy they create, and Social Benefit Bonds appeal to many PAF trustees. Unfortunately, investor definitions create an unnecessary barrier to entry.
Qualifying as a ‘wholesale’ investor opens many investment opportunities not available to most retail investors, but the interpretation of the rules is inconsistent across the industry.