James Ramsay

Experience

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  Societe Generale Private Banking - SGPB

  Jan 2004 - Jan 2006

  Intern
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  Coutts

  Jun 2007 - Jan 2009

  Graduate Private Banker
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  Strabens Hall

  Jan 2009 - Jan 2011

  Financial Planner
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  The Ingenious Group

  Nov 2011 - Jan 2013

  Investment Associate
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  Puma Investments

  Sept 2013 - Sept 2016

  Product Specialist / Senior Business Development Manager

  I was responsible for managing a number of the key introducer accounts at Puma Investments, developing new business relationships and was also the Product Specialist for their Enterprise Investment Scheme Service (EIS). This comprised structuring, monitoring and reporting for the product at a Service level.Puma Investments is a leading provider of tax-efficient investments. They have a strong track record in asset-backed funding of SMEs developed through their Puma EIS Service, Puma Heritage plc - a BR qualifying asset backed lending business and their series of Limited Life Puma VCTs.Puma EIS successfully launched in 2014 raising £7.5m in the first three months, and as at April 2016 had over £40m in the service, all of which had been deployed into HMRC pre-cleared companies in the relevant tax year. Show less

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  Tax Efficient Procurement Services

  Sept 2016 - now

  Director

  Tax Efficient Procurement Services works with advisory firms to enhance their tax efficient advice proposition. Our objective is to save time and money for the firms we work with while also improving their service provision; driving more tax efficient business to them and differentiating them from the competition.TEPS covers the whole of the Enterprise Investment Scheme (EIS), Venture Capital Trusts (VCT) and Business Relief (BR) qualifying investment markets.

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  Kuber

  Dec 2019 - May 2021

  Managing Director

  Kuber Ventures is a ground breaking independent platform that is dedicated to Enterprise Investment Schemes (EIS), Seed EIS (SEIS) and Business Relief (BR) investments.Founded in 2013, Kuber provides an easy-to-use online system for Financial Advisers and Investors considering tax-efficient investments and wanting to build portfolios of many companies within EIS/SEIS & BPR investments.

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  Blackfinch Group

  May 2021 - Oct 2021

  Director of Strategic Partnerships & The City

  Blackfinch Group is an award-winning, forward-thinking investment provider, leading the way in both mainstream and specialised areas of investment. We are also a committed environmental, social and governance (ESG) investor, applying an ESG lens across all areas of our business. We are leading the way with:• Our award-winning ‘Adapt’ range of Inheritance Tax solutions, which utilise Business Relief (BR) to provide compelling investment proposition with an efficient route to IHT exemption. We also offer bespoke solutions for businesses looking to maintain BR and Business Asset Disposal Relief (previously known as Entrepreneurs’ Relief).• The Blackfinch Ventures EIS Portfolios, which invest in innovative new technology companies on the verge of growth, while the Blackfinch Spring VCT invests in firms already at the growth stage of development. • The Blackfinch Asset Management Managed Portfolio Service and Unitised Funds – developed in partnership with advisers – which is moving the industry beyond outdated outsourcing models by meeting both adviser and client needs. We are dedicated to working in close partnership with financial intermediaries by offering comprehensive support and product training. And our new Adaptation Partnership Programme (APP) gives adviser firms access to a comprehensive tailored range of professional and commercial services to help grow their advisory business. Show less

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  Apex Group Ltd

  Oct 2021 - now

  Head of Wealth Management - Investment Advisory

  Apex’s Investment Advisory team provides a dedicated independent investment advisory and research service on UK tax-advantaged investment products and other Alternative Investments.We have been analysing and advising on tax-advantaged investment products since 1985. The cornerstones of our services are our independence, our collaborative team approach and our commitment to a robust governance process. We believe that better performance is achieved through better research, which for us, comes from a good governance process, diverse views and a process free of conflicts of interest.We provide a range of services to wealth managers, IFAs and networks, across a wide spectrum of tax-efficient investment products. Our clients benefit from the strength of our dedicated research team, process, methodology, database and history in this market.We offer a full range of independent advisory services across Venture Capital Trusts (VCTs), Enterprise Investment Schemes (EISs), Seed Enterprise Investment Schemes (SEISs), Business Relief (BR) and AIM Inheritance Tax Services. Show less