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1 IMS Group refers to IMS Group together with its operating divisions: IMS Capital Management, IMS Digital Ventures, IMS Labs, and IMS Sports Capital. References to “the Group” include each of these affiliates where the context requires.

2 Including, as applicable: “professional investors” under Schedule 1 to the Hong Kong Securities and Futures Ordinance and the Securities and Futures (Professional Investor) Rules; “accredited investors” under Rule 501 of Regulation D under the U.S. Securities Act of 1933; “accredited investors” and “institutional investors” under the Singapore Securities and Futures Act 2001; “professional clients” and “eligible counterparties” under the U.K. FCA Handbook (COBS 3); and equivalent classifications in other jurisdictions. The Group may require evidence of qualification before providing further information.

3 Including, without limitation, any “U.S. person” as defined in Regulation S under the U.S. Securities Act of 1933 (except where access is granted through a separate accredited-investor verification process), and any person resident in or located in a jurisdiction subject to economic sanctions imposed by the United Nations, the United States (OFAC), the United Kingdom (OFSI), the European Union, or Hong Kong.

4 The Group's operating divisions do not currently hold a banking, securities, investment, payment-services, or credit licence in any jurisdiction. Any regulated activity referenced on this site is conducted by the relevant licensed counterparty identified in the offering documents or terms applicable to that activity.

Next-Gen Allocators

Latest insights

The next generation of allocators

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The great wealth transfer, framed correctly

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Inheriting wealth is a re-selection event

The generational wealth divide