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Creating the greatest impact and return

Our
DNA

Islandbridge built its reputation on protecting and growing client capital through cycles. It is less known that our DNA also includes a history and passion in backing smaller, high growth companies and their management teams.

Our
Access

Working with our clients, we have built an eco-system of great founders and businesses to invest with. Our client’s long-term view, combined with our distinctive culture, differentiates us in a noisy world.

Our
Interests

Islandbridge portfolios reflect our client’s needs, not ours. However, we are trusted to develop creative thesis that reflect and create opportunity in a fast-changing world. We work from a set of principles that define how we invest. But it has allowed our journey to include investments in climate change, carbon transition and social inclusion.

Islandbridge

Islandbridge Capital Limited is authorised and regulated by the Financial Conduct Authority (Firm reference number 491377). Incorporated in England and Wales, company number 6387449.

Contact Us

18 – 19 Albemarle Street
London, W1S 4HR
Tel +44 (0)20 3405 1040
investor.relations@ib-capital.com

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2023 © Islandbridge Capital Limited. | Authorised and Regulated by the Financial Conduct Authority.

Disclosures
Cookie Policy
Privacy Policy
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Legal Disclaimer

The information within this site (the ‘’Website’’) is issued by Islandbridge Capital Limited (“Islandbridge” or “the Firm”) to sophisticated investors who are professional clients or eligible counterparties under the Rules of the United Kingdom Financial Conduct Authority (“FCA”) and “Accredited Investors” as defined in Regulation D promulgated under the U.S Securities Act 1933 as Amended (“the Securities Act”) and “Qualified Purchasers” as defined under the U.S Investment Company Act 1940 as Amended (“the Company Act”).

The information within this site is unsuitable for any other party who should exit the Website immediately. If you are unsure as to whether or not you qualify, please contact Islandbridge.

The information below explains the legal and regulatory restrictions in relation to the Islandbridge website.

Please read the Terms carefully which may be subject to change without notice. By accessing any page of this Website, you agree to be bound by the Terms below. If you do not agree to the Terms below, please exit the Website. This page is designed to filter out unsuitable categories of investor from accessing the site and as such Islandbridge cannot be responsible for any misrepresentations you may make in gaining unauthorised access to the site.

These Terms may be amended without notice to you. Your continued use of the Website following any changes will mean that you accept such changes.

Regulatory Disclosures

Islandbridge is authorised and regulated by the FCA as an investment manager in the UK.
Most if not all of the protections provided by the United Kingdom regulatory system will not apply to investments in the products detailed within this site. Access to this Website from certain countries may be restricted by law and you are required to determine that you are permitted to access it.

Commitment to the uk stewardship code

Under the provisions of the FCA’s Conduct of Business Sourcebook, Rule 2.2.3R, Islandbridge is required to disclose the nature of its commitment to the UK Financial Reporting Council’s Stewardship Code (the “Code”) or, where it chooses not to commit to the Code, its alternative investment strategy.  Islandbridge pursues investment strategies that do not take an activist shareholder approach.  As a result, whilst Islandbridge supports the objectives that underlie the Code, the Firm does not consider the Code’s provisions to be relevant to the type of investment it currently undertaken. If the Firm’s investment strategies change in such a manner that the provisions of the Code become relevant, the Firm will amend this disclosure accordingly.

SHAREHOLDER RIGHT DIRECTIVE

Under the provisions of the FCA’s Conduct of Business Sourcebook, Rule 2.2.3R, Islandbridge is required to disclose the nature of its commitment to the UK Financial Reporting Council’s Stewardship Code (the “Code”) or, where it chooses not to commit to the Code, its alternative investment strategy.  Islandbridge pursues investment strategies that do not take an activist shareholder approach.  As a result, whilst Islandbridge supports the objectives that underlie the Code, the Firm does not consider the Code’s provisions to be relevant to the type of investment it currently undertaken. If the Firm’s investment strategies change in such a manner that the provisions of the Code become relevant, the Firm will amend this disclosure accordingly.

MiFID II RTS 28 Disclosure

Islandbridge best execution disclosures required under RTS 28 of the Directive 2014/65/EU in financial instruments (“MiFID II”) are available here. 

MiFIDPRU 8 Disclosure

Islandbridge Capital Limited (‘’Firm’’ or ‘’Islandbridge’’) is regulated and authorised by the Financial Conduct Authority (“FCA”) with FRN 491377. It is authorised as a Markets in Financial Instrument Directive (“MiFID”) Investment Manager. As MiFID firm, it is subject to the Investment Firms Prudential Regime (“IFPR”). Under this regime, it is categorised as a small and non-interconnected firm (“SNI”) and adheres to all requirements applicable to SNI firms, including remuneration requirements. SNI firms are required to adhere to “basic” remuneration requirements and comply with the requirements applicable to SNI firms in the FCA Handbook at SYSC 19G. FCA Handbook MIFIDPRU 8.6 requires SNI firms to publicly disclose information about their remuneration arrangements. As part of these requirements, Islandbridge is required to publish remuneration data upon the publication of its annual accounts. Firm’s account period is fiscal year end, and this statement has been produced and published in line with the remuneration period from 1 January 2022 to 31 December 2022.

The remuneration policy provides detail of our remuneration practices and how we adhere to requirements for both SYSC 19G. The Islandbridge’s Governing Body which also serves as the Remuneration Committee is responsible for the Firm’s renumeration policy.

The Firm’s renumeration policy is designed to ensure compliance with Firm’s regulatory requirements as well as the business requirements, in that it:

  1. is consistent with and promotes sound and effective risk management;
  2. does not encourage excessive risk-taking;
  3. ensures appropriate controls are in place;
  4. includes measures to avoid conflicts of interest;
  5. is in line with the Firm’s business strategy, objectives, values and long-term interests;
  6. ensures the long-term success of the Firm and its clients; and
  7. promotes fairness in the way that remuneration is allocated and to employees.

The structure of remuneration across the Firm is consistent and all variable remuneration is adjusted in line with capital and liquidity requirements.

Individuals are rewarded based on their contribution to the overall strategy of the business. The Firm will incentivise staff through a combination of fixed (salary and benefits) and variable (discretionary bonus)  remuneration. All staff are eligible to receive variable remuneration provided they met relevant performance criteria. Variable remuneration is linked to individual meeting or exceeding performance objectives that are aligned with the Firm’s goals. Performance metrics may include both financial and non-financial measures. Islandbridge has a formal appraisal process for each member of staff. The firm has a low risk appetite in relation to compliance and conduct risk and expects staff members to demonstrate this in their behaviour. A breach of any firm policy or FCA Conduct Rules is likely to have an impact on the reward paid to a member of staff.

Islandbridge considers the performance of the Firm, business units, and individuals when determining staff remuneration. The criteria for evaluation includes regulatory compliance, risk management, conduct, corporate social responsibility, client satisfaction and trust, product quality and innovation, reputation and brand recognition, overall financial and investment performance, employee engagement and retention,  professional development and training, and other financial and non-financial goals and targets.

The Firm’s aggregate employees remuneration in the period was 1,141,868 of which 70% contributed to fixed and 30% contributed to variable.In addition to remuneration, the Firm considers other incentives that ensure Islandbridge is an attractive place to work.

DATA PROTECTION

Please refer to Privacy Policy published on this Website.

CONTENT OF WEBSITE

By proceeding you agree, so far as this is permitted under the provisions of the UK regulatory system, to the exclusion by us of any liability, including without limitation that arising from any loss of profit or any other damage direct or consequential, in respect of any errors and/or omissions by us and/or any relevant third parties in respect of the content. This paragraph will not exclude any liability for, or remedy in respect of, fraudulent misrepresentation. This Website is published solely for informational purposes and has no regard to specific investment objectives, financial situation or particular needs of any person. Any opinions or estimates included herein constitute a judgment as of the date of publication and are subject to change without notice. Similarly, any documents or other information included or posted on this Website are subject to change, replacement or withdrawal without notice. It is the responsibility of users of this Website to ensure they are aware of the current documentation and information published on this Website from time to time. No reliance may be placed for any purpose on the information and opinions contained in this Website or their accuracy or completeness and no representation, warranty or undertaking, express or implied, is given as to the accuracy or completeness of the information or opinions contained in this Website.

INVESTMENT RISK

There are significant risks associated with investment in the products outlined in the site. Investment is intended for sophisticated investors who can accept the risks associated with such an investment including a substantial or complete loss of their investment and who have no need for immediate liquidity in their investment. Investments will be subject to strict limitations on transferability and withdrawal. There will be no secondary or public market.

The value of investments and any income derived from them can go down as well as up and the value of an investor’s investment may be subject to sudden and substantial falls. The loss on realisation may be very high and could result in a substantial or complete loss of investment.

Most if not all of the protections provided by the United Kingdom regulatory structure will not apply to investments. Investors should be fully aware of the restrictions on transfer of investments.

Some investment positions may be illiquid and investment may be made in non-publicly traded securities.

The foregoing list of risk factors is not complete and reference should be made to the relevant prospectus, offering document, subscription document, disclosure document and/or investment management or advisory agreement (the ‘’Offering Memorandum’’). This Website does not constitute, and under no circumstances should it be considered in whole or in part as, an offer, a solicitation, advice or a recommendation to purchase, subscribe for or sell the financial instrument(s) or investment portfolio(s). Any such offer, if made, would be made only through the Offering Memorandum and only in jurisdictions where, and to such persons to whom, such an offer would be lawful. An investment may only be made after receiving and reviewing the Offering Memorandum and the risk factors contained therein. You should rely only on the Offering Memorandum in making any decision to invest.

SOLICITATION

The site does not constitute and should not be used for the purpose of an offer or solicitation in any jurisdiction or in any circumstances in which such offer or solicitation is unlawful or not authorised. Persons resident in territories other than the UK should consult their professional financial advisers as to whether they require any governmental or other consents or need to observe any formalities to enable them to invest in any product described in this Website.

ADVICE

No information contained within this Website should be construed as investment advice.

TAXATION

Taxation will depend on individual financial circumstances and the country of residence.

UNREGULATED SCHEMES

Some investment portfolios are unregulated collective investment scheme where promotion or offering in the United Kingdom is restricted to institutions or individuals falling within COBS 4.12, Chapter 4 of the FCA Handbook, and the Financial Services and Markets Act 2000 (Promotion of Collective Investment Schemes (Exemptions) Order 2001).

When viewing any area of the site related to this unregulated fund, you confirm that you are authorised to carry out investment business under FSMA or are a person falling within the eligible categories of permitted investors (Rule 4.12, COBS Chapter 4 of the FCA Handbook, and the Financial Services and Markets Act 2000 (Promotion of Collective Investment Schemes (Exemptions) Order 2001)).

By proceeding you confirm: that you are not a private or retail investor or subject to any jurisdictional restrictions permitting access to information on unregulated collective investment schemes and that you fall within one of the permissible categories under Rule 4.12, COBS Chapter 4 of the FSA Handbook, and the Financial Services and Markets Act 2000 (Promotion of Collective Investment Schemes (Exemptions) Order 2001.

Distribution of information contained on this site is strictly prohibited without express permission from Islandbridge.

Cookie Policy

This website uses cookies to better the users experience while visiting the website.

Cookies are small files saved to the users computers hard drive that track, save and store information about the users interactions and usage of the website. This allows the website, through it’s server to provide the users with a tailored experience within this website. Users are advised that if they wish to deny the use and saving of cookies from this website on to their computers hard drive they should take necessary steps within their web browsers security settings to block all cookies from this website and it’s external serving vendors.

Other cookies may be stored to your computers hard drive by external vendors when this website uses referral programs, sponsored links or adverts. Such cookies are used for conversion and referral tracking and typically expire after 30 days, though some may take longer. No personal information is stored, saved or collected.

Privacy Policy

1. INTRODUCTION

Islandbridge Capital Limited (‘’Islandbridge’’, ‘’Firm’’, “we”, “our” or “us”) recognises the importance of protecting the privacy and security of your personal information. We are committed to conducting business in accordance with all applicable Data Protection laws and regulations and in line with the highest standards of ethical conduct. This policy sets forth the expected behaviours of Islandbridge’s employees in relation to the collection, use, retention, transfer, disclosure and destruction of any Personal Data belonging to an Islandbridge Contact (i.e. the Data Subject). 

Personal Data is any information (including opinions and intentions) which relates to an identified or Identifiable Natural Person. Personal Data is subject to certain legal safeguards and other regulations, which impose restrictions on how organisations may process Personal Data. 

An organisation that handles Personal Data and makes decisions about its use is known as a Data Controller. Islandbridge, as a Data Controller, is responsible for ensuring compliance with the Data Protection requirements outlined in this policy. Non-compliance may expose Islandbridge to complaints, regulatory action, fines and/or reputational damage. 

Islandbridge’s board of directors is fully committed to ensuring continued and effective implementation of this policy, and expects all Islandbridge’s employees to share in this commitment. Any breach of this policy will be taken seriously and may result in disciplinary action or business sanction. Islandbridge has appointed its Chief Compliance Officer as the Data Controller.

2. WHAT ISLANDBRIDGE USE PERSONAL DATA FOR

Islandbridge store and processes Personal Data for one, all, or a combination of the below reasons.

  1. Promotion of Islandbridge’s products and services, for example, investment services, family office and other advisory services.
  2. Communication with Data Subject on their accounts and investment strategies.
  3. Distribution of Firm’s news / updates / charitable projects / events and general announcements made in the course of doing business.
  4. Support interaction with Data Subject, including to provide information on products which they have requested or to respond to communications with us.
  5. Delivery of services to Data Subject / or the institution they work or act for; and
  6. Compliance with legal and regulatory obligations. For instance, we may be required to use and retain personal information for legal and compliance reasons, such as the prevention, detection, or investigation of a crime; loss prevention; or fraud.

A database is held by the Data Controller to identify which purpose the Data Subject’s Personal Data is being stored. We will use and hold your personal information only: 

  •   If you have consented to us doing so.
  •   If we need it to perform a contract which we have entered into with you.
  •   If we need it to comply with a legal obligation; or
  •   If we have a legitimate interest which is not overridden by your interests or fundamental rights and freedoms. Such legitimate interests will be the providing of investment services by us or administrative or operational processes within our Firm.

We will only use Personal Data for the purposes that it was collected for, unless we reasonably consider that we need to use it for another reason which is compatible with the original purpose. If we need to use Personal Data for an unrelated purpose, we will notify Data Subject and we will explain the legal basis which allows us to do so. 

In some circumstances we may anonymise your personal information so that it can no longer be associated with you, in which case it is no longer personal information. 

We will not share your Personal Data unless we have consent to do so from the Data Subject. Islandbridge do not sell on Personal Data. 

3. WHAT DATA DO ISLANDBRIDGE HOLD

In the normal course of business, Islandbridge may store Personal Data on Data Subjects that will contain at least one of the following types of personal information:

  1. First name, middle name, surname.
  2. Date of birth.
  3. Country of residence.
  4. Job title.
  5. Company / employer / previous employer.
  6. Email address.
  7. Telephone numbers (landline, mobile, fax).
  8. Details of any regulatory approvals (firm and individual level).
  9. Specific interest in Islandbridge’s products / services.
  10. Support in relation to regulatory professional client categorization requirement.
  11. Notes on any correspondence we may have had with the Data Subject.
  12. Financial information such as income, assets and investments.
  13. Other information related to Data Subject’s investment goals, risk tolerance, and investment history.

Islandbridge maintains a number of database files which individually maintain records of the above. In some instances a Data Subject may appear on one or more internal database files.

4. SECURITY AND FILE RETENTION

The security of your personal information is very important to us and we take this matter very seriously. We attempt to safeguard any non-public personal information we hold about you and maintain established internal policies and procedures as well as physical and electronic controls that comply with applicable standards to safeguard access to personal information in our possession from accidental or unlawful destruction, loss, alteration, unauthorized use or disclosure. We use cloud based storage media, including Microsoft 365. You recognize that these systems, while undoubtedly secure, are not foolproof from hackers and that the transmission of information via the internet is not completely secure. Therefore, although we have implemented security controls, we cannot guarantee the security of your data transmitted to our site and any transmission is at your own risk.

We restrict access to personal information which we hold to those employees and agents who need to know that information in order to provide products and services to you. Agents may include auditors, administrators and compliance consultants.

In providing information to agents, we may have to transfer your personal information outside of the European Economic Area (“EEA”). We will always ensure that there is a legal basis and a relevant safeguard method for such data transfer so that your personal information is treated in a manner that is consistent with, and respects the EU laws and other applicable laws and regulations on data protection.

How long we hold your personal information for will vary and will depend principally on:

  • the purpose for which we are using your personal information – we will need to keep the information for as long as is necessary for the relevant purpose, and
  • legal obligations – laws or regulation may set a minimum period for which we have to keep your personal information.

5. HOW ISLANDBRIDGE COLLECT YOUR PERSONAL DATA

We will only collect and use your Personal Data where we have legitimate business reasons to do so. We may obtain Personal Data from you to provide you a service or when we provide a service, or when you contact us or visit our offices, including when you call us, get in touch with us, or when you or your organisation corresponds with us using any means of communication. This includes Personal Data provided to us:

  1. In regard to services we provide.
  2. When you contact us with a question or enquiry electronically or by calling our office (recording of telephone calls is required by MiFID II).
  3. When you contact us about potential employment opportunities with Islandbridge.
  4. When you provide our staff, directors, client and investors with business cards or contact details.
  5. If you deal with us when we are providing services to one of our clients.
  6. When we receive referrals from other employees, clients or suppliers.
  7. When you make a complaint;
  8. When you deal with us in order to provide us with services.
  9. When staff give us your details as an emergency contact.
  10. When you visit this website and the resources that you access; or
  11. When candidates give us your details as a referee.

We may also collect your Personal Data when we search websites where you have posted your data to be found in relation to legitimate business opportunities (as defined in Article 6 of the GDPR).

6. PRIVACY POLICY – OUR WEBSITE

Islandbridge recognises the importance of protecting your personal data when you visit our website.

We may collect and process the following information:

  • personally identifiable information such as names and addresses from people who have voluntarily input such information either when registering to use certain sections of the website and/or in order to contact us;
  • if you contact us, we may keep a record of that correspondence as well as your e-mail address;
  • our computers automatically collect certain non-personally identifiable information when you visit our website, such as the type of browser you are using or the domain name of your Internet service provider. We may also collect aggregate information on the site pages our users visit and how long you visited for.

COOKIES

Like many websites, we may use “cookies.” A cookie is a piece of data stored on a user’s device containing information about the user’s visit. Cookies make it easier for you to log on to and use our website during future visits. They also help us to improve our website by enabling us to monitor website traffic, to store information about your preferences, to speed up your searches and to recognise you when you return to this website.

You can manage website cookies in your browser settings, and you always have the choice to change these settings by accepting, rejecting, or deleting cookies. If you choose to change your settings, you may find that certain functions and features will not work as intended. All browser settings are slightly different, so to manage cookies, you should refer to the relevant settings within your browser.

We understand that you may want to know more about cookies. Here are some useful resources that provide detailed information about types of cookies, how they are used, and how you can manage your cookie preferences: www.aboutcookies.org or www.allaboutcookies.org.

How We Use Your Information That We Collect

The Personal Data we hold is only accessed by authorised personnel. To the extent permitted by law, we will not sell, share, or otherwise disclose any of the information we collect online. We may use your information to improve our website and the information that we provide or to respond to your requests or questions.

7. YOUR RIGHTS

You have several legal rights in relation to the Personal Data that we hold about you. These include:

  1. The right to obtain information regarding the processing of your Personal Data and access to the Personal Data we hold about you.
  2. The right to withdraw your consent to our processing of your Personal Data at any time. Please note, however, that we may still be entitled to process your Personal Data if we have a legitimate reason for doing so.
  3. In some circumstances, the right to receive some Personal Data in a structured, commonly used and machine-readable format and/or request that we transmit that Personal Data to
    a Third Party where this is technically feasible. Please note that this right only applies to Personal Data which you have provided to us;
  4. The right to request that we rectify your Personal Data if it is inaccurate or incomplete.
  5. The right to request that we erase your Personal Data in certain circumstances. Please note that there may be circumstances where you ask us to erase your Personal Data but we are legally entitled to retain it.
  6. The right to object to and the right to request that we restrict our processing of your Personal Data in certain circumstances. Again, there may be circumstances where you object to or ask us to restrict our processing of your Personal data but we are legally entitled to continue processing your Personal Data and / or to refuse that request; and
  7. The right to lodge a complaint with the Information Commissioner’s Office if you think that any of your rights have been infringed by us.
You can exercise your rights by contacting us directly – see the “Contact Us” section below. You can find out more information about your rights by contacting the Information Commissioner’s Office or by visiting their website at https://ico.org.uk

8. OPTING OUT / CONTACT US 

Data Subjects are able to request that Islandbridge remove their Personal Data by emailing privacy@ib-capital.com. This inbox is monitored by the Data Controller.
If you have concerns about the way we handle your personal data, you can also contact the Information Commissioner’s Officer to raise a complaint.
 
Data Subjects are also able to request that Islandbridge provide them with details of the Personal Data held on file in addition to how Islandbridge uses that data.
 
Please note that there may be circumstances where we cannot delete information that we hold about you because of our legal obligations. Additionally, we may charge a reasonable fee in order to meet our costs if your request is manifestly unfounded or excessive.
 
You may withdraw your consent to the receipt of marketing materials via electronic means at any time, free of charge, by sending an email to us or by following any alternative procedure specified in any future electronic communication.
 

9. ACCEPTANCE OF PRIVACY POLICY

You agree to all terms of the Privacy Policy as set out above.

 

10. VERSION CONTROL

This Privacy Policy was last updated on the 1 April 2023. We may update this Privacy Policy from time to time and you should review it whenever you visit our website or before providing us with any Personal Data about yourself. The most current version of our Privacy Policy will be available on our website or by contacting us directly.

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