How it Works
Truffle Invest is a solutions provider for wealth managers, financial advisers and other intermediaries in the UK and Ireland, enabling them to provide their clients with access to private markets funds. This is achieved through the use of bespoke technology and investment structure, designed with the sole objective of allowing individual investors access to private market.
Truffle offers and end-to-end investment service, from sourcing and access through to performance reporting, though can create a custom solution that meets the specific needs of your organisation providing only components that enhance your existing program.
Truffle offers a flexible approach that seeks to meet your specific private markets requirements. For example, Truffle can operate on a “white labelled” basis so as to keep your client offering simple without introducing an additional brand.
Truffle’s investment structure can accommodate investments from just €5,000 per fund.
Technology Led Process
Simple online investment process via the Truffle platform.
Investments made through the Truffle platform can be held in an investor’s SIPP, subject to the investor meeting certain criteria. Truffle believes the opportunity for individuals to hold institutional quality private markets fund investments in SIPPs is an industry first. Contact Truffle to find out more.
Safe Custody – Truffle works with a third-party custodian to ensure investor capital is held securely. Assets are held within client money accounts at the custodian. Truffle never holds client money.
Regulated - Truffle is an appointed representative of Met Facilities LLP. As an appointed representative, Truffle complies with all prevailing regulations and FCA requirements.