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Downing AIM Estate Planning Service

About

The Downing AIM Estate Planning Service invests in a portfolio of 25 to 40 AIM-listed companies selected for their growth potential and strong management. Managed by Downing LLP’s experienced small-cap team, the Service provides diversification across sectors and applies active research to identify businesses with long-term value.

Product Fees & Charges

  • Annual Management fee 1.5% + VAT 
  • £35 per transaction (capped at 0.5% per annum)

Adviser Charging

Adviser charging can be facilitated from the subscription amount by the fund if agreed and requested. Where an adviser charge is taken this would reduce the investment amount. Any tax reliefs are based on the investment amount.

Key Information

  • Current status: Open
  • Deadline: Evergreen
  • Minimum Investment: £20,000
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Our Proprietary Factsheet

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Other Downloadable Documents

Downing AIM Estate Planning Service Factsheet

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Downing AIM Estate Planning Service - Wealth Guard Booklet

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Terms and Conditions

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Jim Henwood

Co-Founder

Since Co-Founding Haibun (now Titan Alternatives) Jim has proficiently driven all aspects of the firm’s operations, successfully developing the systems and controls required for Titan Alternatives to meet its regulatory and legal requirements.

With the firm’s focus firmly on providing efficient client servicing, Jim has also built the proprietary client reporting system and continues to refine the internal procedures to ensure the firm controls its affairs responsibly and effectively.

Jason Rungasamy

Co-Founder

Jason is a Co-Founder and has heavily influenced the company’s growth, successfully leading a number of bespoke private company fundraises.

Having worked within the financial services sector for over 20 years, he has gained the experience, knowledge, and insight to provide professional clients with relevant and beneficial assistance with their personal finances. Jason’s expertise lies in securing clients’ financial well-being and providing investment opportunities that sophisticated investors can consider as part of a diversified portfolio.

Stuart Knight

Co-Founder

Since co-founding Haibun Wealth Limited, now Titan Alternatives, Stuart has been instrumental in the development of the firm and its standing in this specialised market.

Working within private client wealth management since 1998, he has catered for clients occupying significant roles across various financial institutions. Stuart’s expertise is fund research, gaining allocations to leading hedge funds and providing investment opportunities for sophisticated investors.

Matthew Cureton

Co-Founder

Matthew has been an intrinsic part of Haibun (now Titan Alternatives) since its formation. As a Co-Founder, he has focused on developing relationships with clients, providers, and companies seeking funding.

Matthew’s personal involvement with the fund-raising activities at Titan Alternatives starts at the very beginning of each journey.

Incorporating the due diligence process, meeting with the various management teams, and visiting companies on site, to then being involved with the marketing documents, hosting presentations, and facilitating the investments for clients. Matthew also continues to monitor and report on the investment throughout its life, which has included him taking on Non-Executive Directorships or observer roles on various company boards.

Our funds have moved

The previous Titan Asset Management funds have now moved to a new site and trading entity, Titan Investment Solutions. Titan Asset Management now holds the MPS only.

Visit Titan Investment Solutions

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