Wealth Club
Wealth Club is an investment service for high net worth and sophisticated investors, offering tax-efficient investment opportunities such as VCT, EIS, and SEIS. The company provides research and insights to assist clients in making investment decisions.
- AIM ISAs
- Managed Portfolios
- Venture Capital Trusts (VCTs)
- Enterprise Investment Scheme (EIS)
- Seed Enterprise Investment Scheme (SEIS)
Locations
Competitors
RC Brown is an award-winning investment management firm owned and run by seasoned City fund managers, with a long track record of managing funds for large financial institutions.
Parmenion is the UK's best investment platform, designed to support financial advisers with a comprehensive range of investment solutions.
Close Brothers Asset Management provides investment management and financial planning services tailored for institutional investors and FCA authorised intermediaries.
Alpha Portfolio Management is an award-winning bespoke portfolio manager that provides discretionary portfolio management services tailored to individual client needs.
Company Details
Wealth Club is operated by Wealth Club Limited and is a Active company incorporated on 19 October 2015 with the registered office located in Bristol, Bristol. Wealth Club Limited was registered 10 years ago.
Status
Active
Size
Small
Directors
6
Age
10 years old
Employees
33
Turnover
£7.94M
Total Assets
£10.91M
Cash in Bank
£2.01M
Total Liabilities
-£2.59M
Teams
23
9
5
4
3
2
5
Chief Executive And Founder • Joined Feb 2016
Co-founder And Marketing Director • Joined Feb 2016
Finance Director & Head Of Direct Private Equity Investments • Joined Jul 2016
Investment Manager • Joined Jun 2023
Compliance Director • Joined May 2021
Commercial Director • Joined Jan 2025
Head Of Equities • Joined Apr 2022
Client Administration Manager • Joined Sep 2017
Client Relationship Manager • Joined May 2016
Client Relationship Manager • Joined Dec 2016
Client Service Director • Joined May 2021
Head Of Equities • Joined Apr 2022
Client Administration Manager • Joined Sep 2017
Client Relationship Manager • Joined May 2016
Client Relationship Manager • Joined Dec 2016
Client Relationship Manager • Joined Dec 2019
Client Relationship Associate • Joined Nov 2024
Client Service Associate • Joined Aug 2023
Client Services Associate • Joined Sep 2024
Chief Executive And Founder • Joined Feb 2016
Co-founder And Marketing Director • Joined Feb 2016
Client Service Director • Joined May 2021
Head Of Equities • Joined Apr 2022
Head Of Investment Research • Joined Nov 2019
Investment Manager • Joined Jun 2023
Head Of Equities • Joined Apr 2022
Accountant • Joined Aug 2023
Investment Writer • Joined Aug 2024
Compliance Director • Joined May 2021
Compliance Officer • Joined May 2022
Commercial Director • Joined Jan 2025
Investment Writer • Joined Aug 2024
Copywriter • Joined Jan 2020
Director - Direct Investments • Joined Dec 2023
Head Of Investor And Public Relations • Joined Jan 2022
Software Engineer • Joined Jun 2024
Direct Investments Analyst • Joined Sep 2023
Advisor To Investment Committee • Joined Jun 2022
View 23 members