Mika Romanoff’s Post

A must read report. Revitalising UK capital markets is an essential part of improving the UK economy. This report from #TheTonyBlairInstitute has a lot of interesting thoughts. I would have different approaches in some areas, but the overall thrust is on the mark, such as using tax incentives to drive positive outcomes, making it easier to list, creating a 'Growth Capital Fund' and simplifying corporate governance. https://lnkd.in/efBD_up3

This #FinancialFriday we delve into the weird and wonderful world of the Enterprise Investment Scheme, or #EIS. The EIS forms an integral part of the current UK investment landscape as it allows #Growth in the great British #StartUp and #ScaleUp culture we have created as well as empowering the #UKEconomy. In return, investors are rewarded with the opportunity to invest in the "next big thing" and receive significant short, medium and long-term #TaxRelief and #TaxBreaks. Go to https://lnkd.in/emzufwmN for more details. Quant Capital Markets | Your Trusted Partner | https://lnkd.in/d5UK84h | 020 3950 7343 | [email protected] #AlternativeInvestments #Investments #AlternativeInvesting #Investing #Investing101 #FinancialGoals #FinancialSuccess #FinancialEducation #FinancialLiteracy #FinancialKnowledge #FinancialFreedom #FinancialFuture #TaxIncentives #SEIS #FreeGuide #QuantCapitalMarkets

A few weeks ago, it was posted that this issue has NOT being put to Treasury and that the ecosystem was getting ahead of itself. It absolutely is still in motion, with the FSC being the ones driving it! It would serve to look at who their members are - https://lnkd.in/gTM7eNMD https://lnkd.in/gJTYP9iC Australia's SMSF market is moving close to $1 trillion. The SMSF investment features prominently in private market opportunities. It represents nearly 25% of the Superannuation market. From my perspective, this is what the FSC is trying to assist their members in accessing more of. The ecosystem has put a lot of great suggestions forward. It is time to organise the ecosystem together and put forward a proper innovation policy that empowers and supports the short, medium and long-term ecosystem. Right now, it is a piecemeal framework put together over 25 years at various times. There are incredible success stories across the UK, Singapore, Israel and the US that we can replicate. Yet, we are being taken in a direction that significantly harms the ecosystem. If we don't, we are at the whim of people in roles, where in a few years' time, they will no longer be there, and yet the 10's of thousands of startups and probably hundreds of thousands of investors are impacted by their moves. Reading this article was very frustrating!

Could 2025 be the year private markets take centre stage? It’s a question worth exploring as we navigate shifting global dynamics and evolving investment landscapes. Private markets have always been intriguing—offering opportunities for growth, diversification, and long-term returns. But with every opportunity comes risk. For me, the real question isn’t just “why invest?” but “how do we approach these opportunities thoughtfully?” #PrivateMarkets #Investing #Finance

Soon, MF investors may be able to invest in overseas schemes from domestic funds: Here's how https://lnkd.in/dqGU7PN5

Diversify globally and chill. #diversification #investing #investmentmanagement #wealthmanagement #portfoliomanagement #investments #funds #equities #international #personalfinance #financialplanning

Small and Medium sized enterprises represent 99% of all businesses in the European Union, but need help finding fresh sources of finance to increase productive investment, Kalin Anev Janse told #Eurofi Financial Forum 2024 in Budapest on Wednesday. Harmonising financial markets through Capital Markets Union offers the solution to: 🔷Expand risk capital 🔷Help start-ups and venture capital 🔷Finance the green and digital transition This creates more space for banks to support SMEs which remain the backbone of the economy. #ESMeuro

We’ve had platforms complaining about our reviews again. Our response? If anything is factually incorrect, we will happily change it and say we have done so. Things they feel we have reported on unfairly - we will happily listen to what they say but if we feel our opinion is justified…they will just have to deal with it. We are not in the business of giving everyone 4 - 5 stars. If you are a 3-star investment platform, that’s what you’ll get in our reviews. If anyone has used a platform they feel is a 3-star service, I would love to hear about it. On a side note, we've been experiencing 40-degree days in Portugal. I love hot weather but this is next level... #investing #money #portugal

𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐌𝐚𝐫𝐤𝐞𝐭 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬: 𝐖𝐡𝐨'𝐬 𝐨𝐧 𝐃𝐞𝐟𝐞𝐧𝐬𝐞? The strongest teams have not only offensive talent but also a solid defense. The same applies to a balanced investment portfolio. The 60/40 strategy (or a variant of this ratio) is a common approach: diversifying investments in stocks and bonds aims to balance growth and stability. However, this valuable insight is often overlooked in private market investments. We tend to focus on the offensive players: private equity funds geared towards growth and creating opportunities, hoping to achieve high returns by investing in growing companies. But who is on defense? Which players provide stability and security, predictable income streams, and protection against market volatility? Just as a bond portfolio can complement public equities, private debt funds offer the ideal complement to a private equity strategy. 𝐓𝐡𝐞 𝐛𝐚𝐥𝐚𝐧𝐜𝐞𝐝 𝐚𝐩𝐩𝐫𝐨𝐚𝐜𝐡 𝐰𝐞 𝐤𝐧𝐨𝐰 𝐬𝐨 𝐰𝐞𝐥𝐥 𝐟𝐫𝐨𝐦 𝐨𝐮𝐫 𝐩𝐮𝐛𝐥𝐢𝐜 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨𝐬 𝐢𝐬 𝐣𝐮𝐬𝐭 𝐚𝐬 𝐯𝐚𝐥𝐮𝐚𝐛𝐥𝐞 𝐰𝐡𝐞𝐧 𝐬𝐞𝐥𝐞𝐜𝐭𝐢𝐧𝐠 𝐩𝐫𝐢𝐯𝐚𝐭𝐞 𝐟𝐮𝐧𝐝𝐬. Private equity offers growth potential similar to public stocks, while private debt can provide stability and income, much like bonds. Yet, we rarely see European investors applying a similar allocation in their private market strategies. As you cheer for your favorite team, consider how you can optimize your investment strategy. Finding a balance between growth and stability can help you achieve your financial goals. What are your thoughts on this? Do you apply a balanced strategy in your private market investments? ⚽ ⚽ ⚽ 𝑊𝑒 𝑎𝑟𝑒 𝑙𝑎𝑢𝑛𝑐ℎ𝑖𝑛𝑔 𝑡ℎ𝑒 𝑓𝑖𝑟𝑠𝑡 𝐸𝑢𝑟𝑜𝑝𝑒𝑎𝑛 𝑓𝑢𝑛𝑑-𝑜𝑓-𝑓𝑢𝑛𝑑𝑠 𝑝𝑙𝑎𝑡𝑓𝑜𝑟𝑚 𝑑𝑒𝑑𝑖𝑐𝑎𝑡𝑒𝑑 𝑒𝑥𝑐𝑙𝑢𝑠𝑖𝑣𝑒𝑙𝑦 𝑡𝑜 𝑝𝑟𝑖𝑣𝑎𝑡𝑒 𝑑𝑒𝑏𝑡. 𝐹𝑖𝑛𝑑 𝑜𝑢𝑡 𝑚𝑜𝑟𝑒 𝑎𝑡 𝑤𝑤𝑤.𝑤𝑒𝑠𝑡𝑤𝑖𝑛𝑔.𝑓𝑢𝑛𝑑 #InvestmentStrategy #PrivateEquity #PrivateDebt #BalancedPortfolio #FinancialStability #Diversification #MarketVolatility #InvestmentGoals #Finance #PrivateMarkets #AssetAllocation

Crowell & Moring’s David Ramm discusses the current state of UK capital markets and the best way to increase local investment. Read more in The Times: