Small Cap & Specialist

At Shard Capital, we’re always on the lookout for small companies that exhibit the potential to grow shareholder value. We have a strong background in small cap and AIM stocks, and we make a point of regularly meeting directors and management of those companies we have relationships with. This complements our due diligence in the process of formulating a generic rating for the companies we recommend.

The Small Cap portfolio can be managed on an Advisory or Discretionary basis, and also provides access to IPOs in AIM and small companies – generally higher risk investments – aiming to help clients navigate these risks. We are also able to overcome the frustration of entry restrictions to this market, and allow clients to enjoy access and pricing usually reserved for institutions.

At a glance

  • Access to a broad range of IPOs and Placings at institutional prices
  • A dedicated Investment Manager
  • Direct market access
  • Transparent and competitive charging structure

Is it right for you?

Experience level

High. This is a higher risk service given the nature of the companies within the space. We can help determine its suitability for you based on your circumstances, investment objectives and attitude to risk.

Minimum investment

No minimum on an advisory basis; £20,000 minimum for our discretionary service.

Who can open an account?

We welcome individuals and corporates from the UK and a broad range of countries. Please speak to a member of the team for more information.

Tax efficient?

It can be.  We can help you take advantage of tax-free allowances or beneficial products such as ISAs. Check out related products for more information.

What account should I open?

To access our small cap and specialist service, you can take advantage of our tax efficient ISA account, a SIPP account, our Primary Account, or, depending on your level of investment, a combination

Apply for an account

Need help with this service?

+44 (0)207 186 9960

spotlight image

Shard Capital Partners with Walking with the Wounded to Sponsor The Grenadier Walk of Oman Expedition

Read more >

image description

Our Corporate Broking team have published a note on @kerasplc latest two pronged approach to value. Please note: F…

image descriptionFollow us
image description

Shard Capital wins ‘Best Advisory Stockbroker’ at The Shares Awards

Read more >