Seneca Partners Ltd is a privately owned, independent investment manager and advisory business, formed in 2010. It provides a number of investment products to high net worth individuals and companies, with over £450 million of assets under management. The wider company has over 70 staff across 6 offices, based in the SME heartlands of Northern England and the West Midlands, deemed to be the “sweet spot”, where the managers are able to deploy funds to bridge the gap in the continued absence of bank finance.
More specifically Seneca Partners employs 29 individuals who are solely focused on its EIS, VCT, IHT and BPR funds. The IHT service is an evergreen Business Property Relief Service, with £14.8 million of assets under management, having launched in March 2014. Within this, their aim is capital preservation and a modest growth of 4% per annum. Finally, their BPR offer was launched in May 2015, structured as a UCIS and currently has £1.1 million of assets under management.