Blackfinch Group

Investment specialists working towards a more sustainable future

Blackfinch Group
Blackfinch Group

Blackfinch Group

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

25+ years Active in the market since 1992

Over £400 million In assets under management and administration

500+ partner firms Working hand in hand with advisers

90+ 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.

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.

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.

IHT
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.

AIM
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.

CMS
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 along with higher return prospects from investing in innovative new firms.

EIS
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.

VCT

Asset Management

Adaptations Partnership Programme

Through the programme, we draw on our evolutionary values to help advisers and their clients adapt and thrive. We partner with advisers, supporting each to best serve clients, evaluate their business, and plan for success.

Asset Management

Managed Portfolio Service

Our outsourced investment solution is available only through advisers. It covers five risk-rated funds with inflation-linked target returns. The actively managed funds 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. These can meet client needs around ESG investing, and for diversification.

Adaptation Funds