Yes,I am a Self Certified Sophisticated Investor: I have invested in more than one unlisted company or been a Director of a Limited Company with an annual turnover of at least £1 million or worked in private equity in the last two years, alternatively, I have been a member of a business angels’ network for at least the last six months.
Yes, I am High Net Worth Investor: I earn more than £100,000 per year or hold net assets of at least £250,000 (not including my home).
Frequently Asked Questions
When an investor develops their portfolio they choose investments based on efficiency, aiming to earn maximum return for minimum risk. Alternative assets are often attractive because of the high returns they can generate, and the opportunity they provide to diversify an investment portfolio away from traditional investments, which consequently reduces overall portfolio risk.
To self-certify as a HNWI you have to earn at least £100,000 per year or have net assets (excluding your property, pension rights and so on) of at least £250,000.
To self-certify as a sophisticated investor you must:
The best investment for an individual depends on their personal finances and circumstances. Choosing the right product is a crucial part of creating a robust investment plan so it’s important that the investor seeks quality financial advice.
There is no recommended figure, but it is a common misconception that you should always invest large sums of money. If you are new to investments, as a general rule, you should start by only investing what you can afford to lose.
Investors who consistently invest small sums can be just as successful than those who invest lump sums. These smaller investments can be gradually increased to larger sums over time.
An alternative investment is a financial asset that doesn't fall into conventional asset categories, like stocks, bonds and cash. Alternative investments include private equity, venture capital, hedge funds, managed futures and collectables like art and antiques.
Alternatives rely less on broad market trends and more on the strength of each specific investment; hence, adding alternatives can potentially reduce the overall risk of a portfolio. With low correlation to traditional asset classes, alternatives can be a beneficial way to diversify your portfolio.
Risks of Alternative Investments
Alternative investments are more complex than traditional investment vehicles. They often have higher fees associated with them. As with any investment, the potential for a higher return means higher risk.
Triumph Capital is not regulated by the FCA (Financial Conduct Authority) and only acts as an introducer to the investment companies mentioned throughout this website. The value of products or assets and the income derived from them may go down as well as up and you may not receive back all the money which you invest. Triumph Capital will not be responsible or liable of any looses. The services described in this website may not be suitable for all people. You should seek your own professional legal and financial advice as to the suitability of any investment or service before you enter into any transaction. Any information relating to past valuation of products or assets is not necessarily a guide to future performance.
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I am High Net Worth Investor: I earn more than £100,000 per year or hold net assets of at least £250,000 (not including my home).
I am a Self Certified Sophisticated Investor: I have invested in more than one unlisted company or been a Director of a Limited Company with an annual turnover of at least £1 million or worked in private equity in the last two years, alternatively, I have been a member of a business angels’ network for at least the last six months.