Octopus Investments

Octopus investments speicalises in venture capital trusts, enterprise investment schemes, inheritance tax solutions and micro-cap investments.

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Octopus Investments is a retail fund management company with more than 50,000 clients and over £5bn under management. It was founded in 2000 by chief executive Simon Rogerson alongside Chris Hulatt and Guy Myles.

The firm specialises in venture capital trusts (VCTs), enterprise investment schemes (EISs), inheritance tax solutions, and micro-cap (AIM-listed) investments and also offers multi-manager and discretionary fund management services.

Octopus’s multi-manager team creates distributor-influenced funds (risk-rated model portfolios) for large financial adviser groups such as Openwork. Openwork exclusively offers Octopus’s tax-efficient investment products.