Puma Investments appoints Jeremy Roberts as Managing Director
Puma Investments (“Puma”), the Investment Manager, is pleased to announce the appointment of Jeremy Roberts as Managing Director. This strategic hire marks a significant milestone in Puma’s continued growth and commitment to delivering exceptional service and investment opportunities to individual investors, their financial advisers and wealth managers.
Jeremy brings over 25 years of experience in fund management, working most recently in global distribution roles at GAM Investments and Liontrust Asset Management PLC. Prior to that, Jeremy worked at BlackRock for 20 years, as Head of the UK retail business and Co-head of EMEA retail sales, serving private banks, wealth managers, IFAs and charities. His responsibilities also included the Investment Trust and third party intermediated DC Pension businesses. Jeremy began his career at Merrill Lynch Investment Managers.
Over the past few years, Puma has significantly expanded its footprint, investing in its people, systems and marketing in addition to opening offices in Manchester and Edinburgh. Jeremy’s appointment reflects Puma’s ambition to scale further and ensure a cohesive, high-performing offering focused on delivering high quality investment products for its retail investor client base.
Reporting into David Kaye, CEO of Puma Investments, Jeremy’s focus will be on unifying the firm’s retail investor capital strategy and unlocking new investment opportunities for Puma’s universe of financial advisers, wealth managers, private banks and their underlying investor clients.
David Kaye, CEO of Puma Investments, commented:
“We are absolutely delighted to welcome Jeremy to Puma Investments. His track record of leadership and deep industry expertise will be instrumental as we continue to scale our retail investment business. Jeremy’s appointment ensures we can bring together the exceptional talent we already have across our teams to deliver a seamless and enhanced experience for our clients and their financial advisers, wealth managers and private banks.”
Jeremy Roberts, Managing Director of Puma Investments, added:
“I am thrilled to be joining Puma Investments during such an exciting phase of growth for the business. Puma has an extremely talented team who are dedicated to providing clients with the best investment solutions. I am delighted to be leading the business into further expansion and growth.”
Jeremy’s appointment comes during a record-breaking year for Puma Investments which saw Puma raise over £250 million. Puma VCT 13 recently successfully raised £55 million marking the firm’s largest ever VCT fundraise. The capital supports investments in high-growth, scale-up UK SMEs. Recent investments include Love Corn, a popular crunchy corn snack brand available in UK and US supermarkets; Semeris, a legal tech company combining AI and human expertise for document analysis and NRG Gyms, a fast-growing gym and wellness business offering premium services at competitive prices.
Puma also launched the Puma AIM VCT, the first AIM-focused VCT to enter the market in 18 years, positioning the firm to capitalise on emerging opportunities on AIM. In addition, Puma’s Heritage Estate Planning Service, an investment solution that aims to provide individual investors with 100% inheritance tax relief after 2 years by investing in private trading companies, recently surpassed £2.8 billion in property developments funded.