Partner Insight: For Blackfinch, the arrival of its IHT portfolio services was a 'natural evolution' in the group's offering and points to an established track record of returning cash to investors.
Indeed, a recent report from MJ Hudson Allenbridge revealed just how much Blackfinch has achieved so far, giving the portfolios an excellent score of 85 and highlighting that whilst the strategy is very sector focused, within each of the sectors the investments made are backed by a different asset that allows for some diversification benefits.
The company offers two portfolio options; a capital preservation portfolio that targets 4% growth per annum, and a growth strategy targeting 6% annual growth. Each portfolio aims to access renewable energy schemes, property development projects and asset-backed lending which have different underlying asset allocations depending on the strategy.
"We launched the Adapt IHT Portfolios in response to a perceived lack of transparency and investor value in the market place, at that point in time," explains Richard Cook, Chief Executive of Blackfinch.
"We listened to advisers who told us they wanted to have visibility over underlying asset exposure and trading activities and a more equitable share of the investment upside as a result of lower ongoing charges."
Cook explains: "This is a true discretionary portfolio service which enables advisers and their clients to understand where their money is being placed and understand the underlying returns throughout the investment period.
Cook is certainly positive. "I see that this theme will continue and that the sector will embrace positive change through increased transparency and investor value, meaning that it has every chance of reaching its full potential as a sector," he concludes.
To read the full interview and more about how Blackfinch's IHT portfolio service offers hope in a very crowded sector click here for the Spotlight - Tax Efficient Investing guide
