Portunus Investment Solutions
Portunus Investment Solutions Ltd provides an outsourced sales partnership working selectively with Fund and Asset Managers specialising in Tax Efficient Investments with the main focus being concentrated on VCT, EIS and ISA/BOND solutions.
We expertly and diligently assist our clients in the distribution and promotion of these products for companies who do not have expert knowledge of the intermediary market and for those not wishing to hire specific staff to undertake this role.
We work only with organisations that we consider to be “best of breed” in their area of expertise with the intention of building long term relationships with these investment firms. This philosophy has enabled us to gain a greater knowledge and understanding of our clients’ propositions than many of our competitors.
We have specialised in this market since 2004 working with a large number of institutional and intermediary investors including IFA’s, intermediaries, private banks, wealth managers and other institutional investors by providing tax efficient solutions to them.
By building relationships with these intermediaries we maintain an insight into their current investment and tax planning philosophies and so are able to understand their future requirements thus shaping their future requirements.
Jeff Cornish – Director