Experience

Octopus Investments

• Investment Management

• Head of Risk

  • May 2015 - Present

  Octopus Investments is a fast-growing UK fund management business with leading positions in several specialist sectors including healthcare, energy and smaller company investing. Founded in 2000, Octopus manages more than £5 billion of funds on behalf of 50,000 investors. Working closely with financial advisers, we create investment solutions that combine our expertise in smaller company investing with government approved tax reliefs. Our core product range currently includes Venture Capital Trusts, Enterprise Investment Schemes and Inheritance Tax Services offering award-winning solutions for investors looking for capital growth, income generation or capital preservation. As an entrepreneurial company, we understand what it takes to build a business. We work hand-in-hand with some of the most successful entrepreneurs and management teams in the country to help finance companies capable of creating, transforming or dominating their industry. We invest in both private companies and those listed on the Alternative Investment Market. Exceptional customer service and a straight talking approach to investing are integral to the way we do business at Octopus. We have twice been voted one of the best 100 smaller companies to work for, and are one of only two fund managers to have ever been rated AAA by Citywire.



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Head of Risk Management

  • 2010 - Apr 2015

• Operations Manager

  • Oct 2007 - 2010


PwC
• Professional Services
• 700 & Above Employee
• Audit and Assurance for investment Management

  • 1997 - 2007