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Sustainable Wealth Group
Sustainable Wealth GroupProfit With Purpose750+ HNWI and family office investors placed to date (placement activity to date, not a guide to future performance)London, Mayfair

Information document only — not investment advice or personal recommendation. SWG is not FCA-authorised to give investment advice.

Sustainable Wealth Group · VC Portfolio Tool · Profit With Purpose

See the indicative VC Programme structure used by 750+ SWG investors.

Anchored on published research from SyndicateRoom, Beauhurst, BVCA, Cambridge Associates, and Preqin. Free. No payment details.

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FreeNo payment detailsNo mandatory sales callGDPR-compliant

750+ investors placed to date (placement activity, not a guide to future performance) · SWG operates under FPO 2005 exemption reliance · Not FCA-authorised

What you get

Six personalised deliverables, delivered in 5 minutes

  • Personalised Portfolio Audit Findings (PDF, branded)
  • Personalised VC Architect Blueprint (PDF, branded)
  • Returns Distribution Exhibit — SyndicateRoom institutional benchmark visual
  • Five-Benefit EIS Tax Map (UK-eligible investors)
  • Optional 20-min IRD review (Wealth Architects Programme intake)
  • Lifetime access to the SWG VC Architect Tool + quarterly Intelligence Briefings
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How it works

Three steps to your indicative Programme structure

01

Audit

Review your existing private markets portfolio against four institutional benchmarks: position count, sector concentration, vintage spread, stage diversification.

02

Architect

Generate an indicative VC Programme structure (3-Year, 5-Year, or 10-Year) calibrated to your wealth, risk profile, and existing exposure. Anchored on the 30-deal institutional benchmark from SyndicateRoom published research.

03

Decide

Take your personalised PDF to your IFA, accountant, or family office team. Optionally book a 20-minute conversation with an SWG IRD.

Who this is for

Built for four investor archetypes

UK HNW investor — EIS-eligible

FPO 2005 Article 48: £100k+ income or £250k+ net assets per SI 2024/339.

UK Family Office or Institutional

FPO 2005 Article 19 Investment Professional route.

International VC investor — individual

Non-UK accredited / professional with per-jurisdiction routing.

International FO or Institutional

Non-UK professional-investor route.

Evidence base

Anchored on published institutional research

SyndicateRoom "Five Years In" (2018) — 30/80-company diversification benchmarks (3.7x / 4.7x blended historical outcomes)

Beauhurst EIS 30th Anniversary Report (2024) — UK EIS power-law return distribution, sector deployment

HMRC published guidance (verified Nov 2025) — EIS Income Tax Relief, CGT Deferral, Loss Relief, IHT BR mechanics

BVCA Performance Measurement Survey — UK PE/VC fund and direct deal performance benchmarks

Cambridge Associates US Venture Capital Index (NEW for international investors) — global VC asset class benchmark

Preqin Quarterly Venture Capital Update (NEW for international investors) — cross-regional VC pacing and outcomes data

All figures used by the tool are traceable to these six primary sources. Methodology version 2026.1-SWG. Past performance is not a reliable indicator of future performance.

Ready to see your indicative Programme structure?

Five minutes. Free. PDF delivered in 30 seconds.

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