Blackfinch Group

Investment specialists working towards a more sustainable world

Blackfinch Group

Blackfinch Group

Where we live, where we invest, is where we THRIVE

500+ partner firms Working hand in hand with advisers

25+ years Active in the market since 1992

Over £650 million In assets under management and administration

120+ team members Providing support and expertise

We partner with advisers, to meet business and client aims.

Blackfinch was inspired into being by the work of Charles Darwin. ‘Darwin’s finches’ influenced his theory of evolution, focused on how species evolve through adapting to their environment.

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Early Bird Offer

We’re pleased to announce that the Blackfinch Spring VCT is now open for investment, meaning your clients can take advantage of the growth opportunities presented by some of the UK’s brightest technology businesses.

We wanted to let you know that for clients looking to invest ahead of the tax year-end, we are offering a discount of 1.0% on applications with us before 3pm on 3rd April 2023.

Get in touch with us to find out more
Investments

Adapt IHT Portfolios

The Adapt IHT Portfolios are our flagship product. Our Inheritance Tax (IHT) solution offers options focused on ESG factors and can deliver IHT relief after just two years. Clients can choose from a range of 4 portfolios.

Product Information
Investments

Adapt AIM Portfolios

The portfolios invest in fast-growing firms listed on the Alternative Investment Market (AIM) which can deliver IHT relief after just two years. AIM also brings return potential and clients can hold investments in an ISA.

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Investments

Thrive Corporate Management Service

The service is a bespoke tax-efficient solution for businesses. It helps business owners put excess cash to work and build on its earning potential. The service offers discrete return targets from 4-6% with no upper limit.

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Ventures

EIS Portfolios

The portfolios invest in start-ups and early stage firms in the tech space that qualify for Enterprise Investment Scheme (EIS) funding. Clients can access EIS tax benefits with higher return prospects from investing in innovative new firms.

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Ventures

Spring VCT

The Venture Capital Trust (VCT) brings exposure to tech-enabled firms across sectors, aiding portfolio diversification. It also gives access to VCT tax benefits including the potential for dividends.

Product Information
Asset Management

Managed Portfolio Service

Our outsourced investment solution is available only through advisers. It covers five risk-rated portfolios with inflation-linked target returns. The actively managed portfolios invest globally across regions and asset classes through collective investment schemes.

Managed Portfolio Service
Asset Management

Adaptation Funds

The funds are a regulated outsourced investment solution available only through advisers. They cover four multi-asset unit trusts, including an income option. These can meet client needs around ESG investing, and for diversification.

Adaptation Funds

Find out about our ESG policies and offerings

Environmental, social and governance (ESG) principles are in our DNA. With an evolutionary heritage we’re focused on continually adapting and evolving in order to help others thrive.

ESG at Blackfinch

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