Investing for growth and/or income
A number of our investment offerings recognise the different ambitions of our investors. Our products aim to provide either regular income yield and/or capital appreciation and where possible these are structured within our tax advantaged product range for optimum tax efficiency for our clients.
Regular secured income
Capital appreciation
Tax efficiency
Seneca Private Investors
The Seneca network brings together a large number of high net worth individuals many of whom have successfully operated their own businesses. Their entrepreneurial approach and desire to see investment opportunities which might not ordinarily be available in the public domain forms the basis of our Private Investor offering.
Using our ability to structure investment deals in a bespoke manner often allows deals to be executed on advantageous terms and the growth in demand for this approach is proving to be an attractive addition to our range of products and services.
Our Private Investors generally view this service as a satellite around their core investment portfolios offering investment opportunities which might often be regarded as ‘non-standard’ in the context of a traditional retail product offering.
- Non advisory service
- Value add proposition
- No fees
- No minimum investment amount
