Alex Davies, chief executive of Wealth Club
The HNW-focused investment manager Wealth Club said the amount invested across its platform has climbed 17% to £1.6bn.
That’s up from £1.43bn in 2024 and a more than treble the £495m that was invested through the platform in 2020.
Membership growth has also grown, the company said. The number of registered Wealth Club members has climbed to 68,000, up from 59,000 in November 2024 and 52,000 in 2023.
The company said it has seen a 106% increase in its membership since 2020, when the platform had 33,000 members.
In the first three months following October 2024’s Budget - and the impact this had on investments and inheritance tax issues - Wealth Club said it saw a 5.5% uplift in membership.
The number of active investors using the Wealth Club’s platform has also been climbing. Currently 13,200 people invest, up from 12,200 in 2024 and 11,100 in 2023, and more than double the 5,400 investors in 2020.
In the first four months of 2025 the platform saw a 9% increase in investor numbers compared to the same period in 2024, alongside a 17% increase in the amount invested through it.
The average size of an investment stands at £15,000, and typical clients invest around £45,000 per year, said Wealth Club.
The business was initially launched to make it easier to access and understand tax-efficient investments such as VCTs, EIS, SEIS and AIM IHT ISAs. In 2023 it introduced its Managed Portfolios and in November 2024 it launched the UK’s first investment fund supermarket for semi-liquid private market funds targeting sophisticated individual investors.
Alex Davies, founder and chief executive of Wealth Club, said: “Our continued growth reflects the increasing demand for access to high-quality information and innovative investment opportunities, particularly in the tax-efficient and private markets space.”
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