Avantis Wealth Podcasts – Fixed Income Investments

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A discussion with the owner of Development Discovery that highlights details about the new Avantis investment that has both income and deferred options. If you would like to download the investment summary please call or email Avantis on invest@avantiswealth.com Support the show (https://avantiswealth.com)

We wrap up our series this week speaking with Aaron Devoy who looks after our compliance and due-diligence when we are looking into brokering investments for our clients. An independent trustee, regulated by the FCA, is assigned to look after the interests of the investor to make sure that all the statements made in any offer need to detail the investment opportunity and represent everyone’s interests fairly. Misunderstanding and ambiguity can delay investment, increase costs or worse, lead...

We delve deeper into the aspects of security that are placed upon each investment as it goes through our due-diligence process. Aaron Devoy, Compliance and Adam Saunders, Client Investment Manager expand the subject Support the show (https://avantiswealth.com)

In the first of a three-part series that focusses on due-diligence, Aaron Devoy, our Risk & Compliance Manager chats with Adam Saunders, Investor Relations Manager, about the rigorous process that all our investments go through before being presented to our investors. The next episodes will follow-up with more information on security and trustees to give an overview of this key part of our selection process. Support the show (https://avantiswealth.com)

In this episode, we get an insight from the point of view of the developers of an asset-backed property investment. We look into the typical characteristics of an alternative investment, the problems developers have in finding funding and what makes for a successful projects raise. More information about the project can be downloaded here Support the show (https://avantiswealth.com)