Group Growth

In 2016, we have added to our Group of Companies, launched additional services, acquired new corporate clients and continued to strengthen investors’ returns.

Of course, there has been uncertainty in the market following the EU Referendum, and the true impact of Brexit is not expected to be known for some time. For now, there has been relatively little change, however, we have already taken certain measures following the result, managing client portfolios to ensure there is a good balance between potential return and risk. There also may be opportunities for improved gains in certain areas, however until this time we continue to adopt a non-correlated and lower risk strategy until the future becomes clearer.


Over £843 Million under management

15New corporate
bonds launched.

Total value

£72 million

6 months

Over £13M

Over £13m worth of returns gained

DFM SERVICE

1 New DFM Service

3351 travel bookings

  • £37m raised so far
  • £180m drawn down on investments administered by Best Asset Management
  • Several more products in the pipeline for HNW investors in Q3 and Q4 of this year
Property Management & HNW Proposition Key Highlights

Over 1,2000 Commercial property
units sold to date

£7.9m

Lanner SICAV Fund now has a total of £7.9m assets under management

  • Launch of proprietary investment management software - Best International Bond Operating Platform (BIBOP)
  • The BIBOP system has been 15-months in the making and will provide far greater flexibility, improved accuracy and a higher level of efficiency to clients and partners
Best Administrative Services

Discretionary Fund Management
Key Highlights:

Assets under management reached over

£154,000,000

14% generated in the first half of this year

£3.7m investment
per month

Portfolio Six investment almost doubled just in Q1 and Q2 of this year in new capital

Q1 Q2 Q3 Q4
new-clients 0 100 200 300 400 600

500 new clients introduced to
the service so far this year

  • Ahead of the EU referendum, the Greyfriars DFM took measures to reduce the impact and protect against volatility. A move highly appreciated by Greyfriars clients
  • Development of a tighter framework for building and monitoring portfolios is underway and expected to enhance performance over the longer term

SIPP / SSAS Key Highlights:

Assets held in SIPPs over

£260,000,000

59 New Members

Appointed this year in Q1 and Q2

Q1 Q2 Q3 Q4
  • 1 x New Partnership: With accountancy practice, Elsby and Co Financial Solutions, expanding our service distribution in Northamptonshire, Bedfordshire and Leicestershire
  • 1 x New Acquisition: Greyfriars acquired the Financial Services division of Erskine Murray Insurance Brokers, helping to propel the list of services under the Greyfriars brand

Corporate Finance Key Highlights:

£36 Million

Q1 Q2

10 New products Completed in Q1 and Q2 of this year, which are set to raise a total of £36m

£55 Million

Q3 Q4

12 Additional in progress

6%
  • Achieved a 6% increase on net income compared to the same period last year

Sub-funds within Falcon Investment SICAV PLC include: Merlin, Saker, German Adler and the resort development fund (RDF)

Just over £12m assets under management

3351 Passenger bookings
in Q1 and Q2 of 2016

15% uplift in
new clients

3 New partners

Flight partner of soccer tour camps, partnership with aether communication and partnership with pa insiders

To conclude..

We are proud of all that our people and partners have done to create incremental value to the Group this year. We have accomplished what we set out to do, setting up the business for more robust and sustainable growth and we aim to continue to build on this success by further accelerating the pace of change our market demands and maintain our company focus on providing accessibility to our clients.

Thank you for your support and investment in the Best International Group of Companies.