Wealth Club

Wealth Club is the UK's largest broker for tax-efficient and alternative investments, serving over 68,000 members who have collectively invested more than £1.7 billion since the platform launched in 2016 [1][2]. The service operates on a non-advisory basis, meaning it provides access and information but does not give personalised investment advice.

The platform aggregates opportunities from established fund managers across venture capital, private equity, private credit, infrastructure, and forestry, alongside its core tax-efficient offerings in VCTs and EIS [3][8][9]. In March 2025, Wealth Club launched a dedicated private markets platform, and in March 2026 it introduced the UK's first private markets Self-Invested Personal Pension (SIPP), allowing individuals to access institutional-grade strategies from managers including Brookfield, CVC, EQT, and ARK from £10,000 [4].

Wealth Club is targeted at high-net-worth and sophisticated investors as classified under FCA rules. The platform does not operate a secondary market — investments are held for the duration specified by each product [2].

Wealth Club operates as a distribution and marketplace platform. Investors browse current offers — organised by asset class, tax wrapper, and manager — then download documentation and apply directly through the platform [1]. The service handles administrative tasks such as deadline tracking, document management, and application processing, providing a convenience layer on top of investments managed by third-party managers.

For the Private Markets SIPP, investors can make a lump-sum contribution of £10,000 or more, receiving up to 45% income tax relief, or transfer funds from an existing pension without investing new capital [4]. The underlying funds are semi-liquid structures designed to limit investor withdrawals each quarter if redemption requests exceed a threshold — typically 5% of a fund's net asset value [4][6].

The platform does not manage the underlying investments itself. Investment performance depends entirely on the individual managers and products selected. Wealth Club provides research notes, offer comparisons, and historical data to support investor decision-making, but the responsibility for assessing suitability lies with the investor [2].

Wealth Club's product range spans several alternative investment categories [1][3][8][9]:

• Venture Capital Trusts (VCTs) — access to a wide range of VCT offers with side-by-side comparisons, deadline calendars, and historical performance data [8].
• Enterprise Investment Scheme (EIS) — curated EIS opportunities with detailed manager research and tax relief guidance [9].
• Private Markets Funds — 12 funds from 10 managers across private equity, venture capital, private credit, secondaries, infrastructure, and multi-asset strategies. Managers include Brookfield, CVC, EQT, and ARK [3][4].
• Private Markets SIPP — the UK's first pension product dedicated to private markets, enabling individuals to hold institutional-grade alternative funds within a tax-advantaged pension wrapper [4].
• AIM and Listed Shares — access to selected AIM-listed and other public equity investments [1].

The platform has facilitated over £1.7 billion in investments and provides access to what it describes as institutional-quality managers previously available only to endowments, sovereign wealth funds, and large pension schemes [2][5]. The ScaleUp Institute has recognised Wealth Club for its role in channelling capital to UK growth companies [5].

Wealth Club is designed for self-directed high-net-worth and sophisticated investors who want access to alternative and tax-efficient investments without advisory fees. Investors must self-certify as high-net-worth or sophisticated under FCA definitions to access most products on the platform [2].

The platform suits investors who are comfortable assessing offer documents, manager track records, and risk profiles independently. It provides convenience and access — research notes, comparisons, and administrative support — but does not replace the need for individual due diligence or, where appropriate, professional financial advice [1][7].

Tax-efficient investments such as VCTs and EIS carry specific risks including illiquidity, capital loss, and regulatory changes. Private markets funds involve additional risks including limited liquidity windows and long lock-up periods. Investors should ensure they understand all applicable risks, tax implications, and holding period requirements before committing capital [6][7].