Many retail clients will find that shares, property, and government or corporate bonds often represent the majority of their investment horizon. However, at Holden & Partners, we advocate the additional use of alternative investments which are not necessarily available on the mainstream markets and often provide uncorrelated returns to mainstream investments, providing further diversification of investments and risk.
We recommend these to clients because they may suit a particular client’s needs or attitudes, but also because they can increase the diversification within the portfolio and thus reduce the client’s overall investment risk.
In the past we have recommended investments in the Wind Energy EIS, Ventus VCT, Quadris Environmental and The Wine Investment Fund, as well as commercial property syndicates. Currently we are looking at potential opportunities for clients including solar investments, a budget hotel in the UK, forestry and a waste-to-energy company.
We have introduced a list of the growing number of non-listed and tax-structured offerings available to the investment community in forestry, clean energy, and other sustainable issues.
Please note that due to the nature of these investments they are only available to high net worth investors.