Clients

Advisory clients build their own portfolios based on detailed investment particulars that we circulate. This service is for investors who have an appropriate degree of expertise in dealing with such investments.

Full access is given to due diligence papers, detailed financial projections and so on. Briefings are held where investors are able to meet the management of prospective portfolio companies and Q&A’s of such meetings are circulated.

Regular reports are provided on each investment and our portfolio management team are always on hand to answer any questions. We send out newsletters twice a year and hold summer and winter dinners where clients can meet one another and Braveheart management. These gatherings are a useful opportunity for clients to discuss their portfolios and any other topical issues that may arise.

Non-executive director appointments are possible for appropriately qualified investors. These appointments attract commensurate fee arrangements.

Further information is available in our client factsheet.