Avantis Wealth's Podcast

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A discussion with the owner of Development Discovery that highlights details about the new Avantis investment that has both income and deferred options.If you would like to download the investment summary please call or email Avantis on invest@avantiswealth.comSupport the show

We wrap up our series this week speaking with Aaron Devoy who looks after our compliance and due-diligence when we are looking into brokering investments for our clients.An independent trustee, regulated by the FCA, is assigned to look after the interests of the investor to make sure that all the statements made in any offer need to detail the investment opportunity and represent everyone’s interests fairly. Misunderstanding and ambiguity can delay investment, increase costs or worse, lead to liability. The trustee specialises in preparing investment memorandums and offering documents that meet the strict guidelines set by the FCA. When the investor document becomes an inducement, they also ensure our terms and intentions are fair, clear and not misleading in any way.This process is helping us to ensure our investments are rigorously supporting the decisions of our clients when deciding what opportunities are right when diversifying their portfolios.Support the show

We delve deeper into the aspects of security that are placed upon each investment as it goes through our due-diligence process.Aaron Devoy, Compliance and Adam Saunders, Client Investment Manager expand the subjectSupport the show

In the first of a three-part series that focusses on due-diligence, Aaron Devoy, our Risk & Compliance Manager chats with Adam Saunders, Investor Relations Manager, about the rigorous process that all our investments go through before being presented to our investors.The next episodes will follow-up with more information on security and trustees to give an overview of this key part of our selection process.Support the show

In this episode, we get an insight from the point of view of the developers of an asset-backed property investment. We look into the typical characteristics of an alternative investment, the problems developers have in finding funding and what makes for a successful projects raise.More information about the project can be downloaded hereSupport the show

The alternative investment market can deliver high returns for investors. In this episode, we chat with Brian Dillon, Investment Manager at Avantis Wealth. He discusses various topics including how he selects appropriate projects, the structure of these projects and how they then go through to a rigorous due diligence process to make sure the investors have peace of mind when investing in the opportunity.Many of the projects that are proposed fall at the first hurdle and one investment in twenty will pass the full due-diligence process and qualify to F|R|E|S|H Investment status. This discussion sheds more light on how each investment is chosen.Support the show

Most people are familiar with traditional investment assets such as stock, bonds, and cash but there is a fourth asset class called “Alternative Investments” and the UK is the 2nd largest global hub of alternative investment management in the world.Alternative investments is a very broad category that includes both traditionally regulated and non-regulated investments and can encompass a wide range of investment types and categories. Support the show