Upcoming event | New Entrant Network May 2021

22 Apr 2021 / Events Tax Advantaged

Succeeding in the financial adviser market

We are delighted to announce the next New Entrant Network event, a panel discussion and Q&A how newer EIS managers can succeed in the financial adviser market.

Register here to attend the event on Thursday 13 May 2021, at 4.00pm.

The expert panel will discuss:

  • What you need to do to attract the best deals for your fund
  • What will interest financial advisers in what you are doing
  • What the media are interested in when it comes to EIS
  • How managers can develop their ESG strategy
  • How to make the most of the investment platforms
  • What Hardman & Co is doing to support new entrants to the market

… and much more.

Even more importantly you will have the opportunity to ask questions of the panel yourself.

A full line up of speakers will be announced shortly.

The New Entrant Network

The New Entrant Network was set up by Hardman & Co in 2018 as a network of trusted suppliers of professional services to help and support new entrant fund managers to the S/EIS market. There was a clear need for a central hub to provide introductions for aspiring and new S/EIS fund managers to professional service firms within the sector which could help and guide on them on their journey to success.

This was very well received, but over the past year the market has evolved rapidly. There are still a healthy number of new entrants coming to market, but while we know that to be a successful fund manager normally takes a number of years, it is now taking longer for some to gain traction in the market – particularly given the cautious approach to investing during the COVID-19 pandemic.

As a result of this we are now widening the scope of the network to embrace newer fund managers, including those founded within the past five years. We want to include firms that are on their way to success, and still could use the right guidance and advice, as well as very new entrants.

Members of the Network can offer newer fund managers all the diverse elements required to have a successful firm. For example:

  • Independent product reviews
  • Market research and marketing services
  • Fund management services
  • Distribution platforms
  • Custodian and administration services
  • Legal and regulatory services
  • Tax advice
  • Adviser marketing and promotion
  • Insurance for managers and investee companies

Register here to attend the event on Thursday 13 May 2021, at 4.00pm.