An Expert Team.
Our multi-disciplinary team draw from their diverse backgrounds and extensive deal experience to ensure transactions are sourced, evaluated and executed in an effective and thorough manner. We are committed to offering our investors a professional and personalised service.
DAVID KAYE – Chief Executive Officer
David graduated from Oxford with a degree in law and was called to the Bar in 2000. He practised as a barrister at a leading London set of chambers for five years, specialising in advising on a range of complex commercial legal issues with a particular focus on financial investments and real estate. He joined Shore Capital in January 2006 as Deputy General Counsel and in 2011 became Commercial Director and General Counsel for Shore Capital Group Limited.
In 2012 David was appointed CEO of the asset management division of Shore Capital and Puma Investments.
GRAHAM SHORE – Chair of the Investment Committee
Graham was previously a management consultancy partner in Touche Ross (now Deloitte) and was responsible for the London practice advising the telecommunications and new media industries. At Touche Ross he undertook strategic and economic assignments for a wide range of clients including appraisals of venture capital opportunities. In 1990 he joined the Shore Capital Group as managing director, and has been involved in advising entities managed by the Trading Adviser, including evaluating new deals for those entities. Graham has been involved with AIM since its inception as both a corporate financier and investor and with private equity for more than 20 years. He is a director of the other eight Puma VCTs and St Peter Port Capital Limited.
ELIOT KAYE – Investment Director
Eliot is a director of Puma Investments and Shore Capital Limited. He joined Shore Capital in 2006 following seven years at leading city law firm Berwin Leighton Paisner LLP where he advised on a substantial number of M&A and private equity deals, and was short-listed as a nominee for the Associate of the Year Award at the Legal Week Awards. Eliot has been involved in the management of all of the Puma VCTs, and has also been involved in the management of The Puma (II) Fund and St Peter Port Capital Limited. He is ultimately responsible for the analysis, execution and monitoring of the funds’ portfolios of investments and represents the funds with investee companies. He is a member of the VCT Committee of the Association of Investment Companies, has represented the industry to HM Treasury and HMRC and is a regular writer and speaker on tax efficient investing.
JIM BRYDIE - Senior Advisor
Jim is a career Banker who spent 30 years with RBS, latterly as Head of Corporate & Property Finance. Thereafter he was involved in the Irish Banking system including the exit by IBRC from the USA and as CEO of the UK business working closely with KMPG in the wind down and sales process.
ALICE MYERS – Investment Director, Head of Property Finance and Construction
Alice has sixteen years’ banking experience and joins Puma from Bank of London and the Middle East, where she was Head of Real Estate. Before moving to specialise in the real estate market she worked in Credit Risk at Morgan Stanley International, and UFJ International having trained as a graduate with the Bank of England. Alice graduated from Oxford University.
JUSTIN WAINE – Investment Director
Justin Waine joined Puma Investments in June 2014 as an Investment Director. He is responsible for the Puma AIM IHT Portfolio Service, which seeks to mitigate inheritance tax through investing in a portfolio of AIM listed equities. In 2003, Justin joined Polar Capital Partners as a fund Manager on its European Funds. This included managing a significant portion of the award-winning European Forager Fund; an absolute return fund focused on Pan-European small and mid-sized companies. Prior to that he worked at Cazenove & Co as a sell side research analyst responsible for small and mid-sized companies. He has sixteen years’ experience of analyzing small and mid-sized companies.
RUPERT WEST – Investment Director, Head of EIS
Rupert joined Shore Capital’s Principal Finance function in 2008 after working as a securitisation structure at Barclays Capital on the Eclipse CMBS conduit. Rupert is responsible for sourcing and leading investments across the UK for Puma’s range of Tax efficient products. Rupert also heads up the Puma EIS service, where he is responsible for negotiating with third party management teams and devising investment strategies. Rupert read Philosophy and Economics at the University of Bristol whilst sponsored by Arthur Andersen, before completing an MSc in Globalisation & International Policy Analysis.
TONY THROP – Investment Director
Prior to joining Puma Investments in 2012, Tony spent several years at PriceWaterhouseCoopers in both the Debt Advisory and Corporate Finance team where he advised on over $20 billion of transactions, including the debt restructuring of Rusal, Samsonite and Fat Face. Tony then joined the M&A division at RBS where he worked across a variety of sectors including retail, telecoms and utilities. Tony graduated with a first in Chemical Engineering from the University of Birmingham.
KIMBERLY MARTIN – Investment Manager
Kimberly joined Puma Investments in November 2014 and is responsible for sourcing and leading investments across the UK for Puma’s range of Tax efficient products. Kimberly previously worked at Maven Capital Partners, which was established in 2009 and was formerly the private equity division of Aberdeen Asset Management, which she joined in 2007. Kimberly has broad sector experience having worked with companies in IT services, student accommodation, bridging finance, manufacturing and insurance. Kimberly graduated from King’s College University of London, with a BSc in Business Management.
UNAL HARIBHAI – Investment Manager
Unal joined Puma in 2016 from Macquarie Capital in Sydney where he worked as a Debt Capital Markets banker. Prior to that Unal worked at Wesfarmers in the M&A/Corporate Development team and at PwC in the Financial Assurance team.
Unal is a qualified Chartered Accountant and a Master of Applied Finance graduate. He graduated from Monash University in Melbourne with a Bachelor of Business (Banking & Finance) degree.
KATHERINE WOODFINE, CFA – Investment Manager
Katherine began her career on the Graduate Trainee Programme at the equities exchange, Chi-X Europe, before settling into her role as a Corporate Finance Analyst, working directly on the merger with BATS Trading Limited. She joined Puma Investments in January 2015, from the Risk division of RBS, where she focused on capital requirements and stress testing. Katherine is an Investment Analyst, supporting the Investment Team in sourcing, transacting and monitoring deals. Katherine is a CFA charterholder. She graduated with a first in Finance, Accounting and Management from the University of Nottingham.
ADESHAN THIRUCHANDRAN - Investment Analyst
Adeshan joined Puma Investments in April 2016 from St. James’s Place, where he worked as an Investment Analyst covering emerging market equities and investment grade corporate credit.
He graduated with a degree in Economics from Warwick University.
MICHAEL VAN MESSEL – Head of Finance, Director
After a degree in Physics at Imperial College, Michael joined Hacker Young and qualified as a Chartered Accountant. He then worked as a specialist in their tax department and subsequently for Coopers and Lybrand within its financial services group.
He joined Shore Capital in 1993 as Group Financial Controller and became Operations Director in 2000. He is the head of the Group’s finance team and is also responsible for all operations at Shore Capital Group.
SAM MCARTHUR - Chief Operating Officer
Sam joined Puma Investments in January 2015 as Chief Operating Officer. Prior to joining Puma Investments he was first Business Development Manager and latterly Managing Director of a multi-site wholesale and distribution business with £80 million turnover. Sam began his career at KBC Financial Products where he was responsible for European sales in the structured products business. Sam is a graduate of ESCP Europe and the University of Birmingham.
ELLIOT STEVENS – Group General Counsel
Elliot joined Shore Capital in 2013 as Group General Counsel. Elliot began his career at Linklaters before joining Akin Gump Strauss Hauer & Feld, a leading US law firm. At Akin Gump, he specialized in investment funds, working with and advising investment management firms across a broad spectrum of asset classes, particularly private equity, hedge funds and fund of funds. Elliot is responsible for legal matters across the group’s various divisions and leads the legal process of fund-raisings. Elliot has broad experience across the asset management and financial services industries, gained both in private practice and in the industry. Elliot graduated a degree in law from Jesus College, Oxford.
JON GERTY – Group Head of Regulation
Jon Gerty joined Shore Capital in March 2012 as Group Head of Regulation and Compliance, having previously been an advocate and legal adviser at the FSA for about two and a half years, in the Enforcement Division (the Legal Group). He qualified in 2001 at leading international law firm Hogan Lovells joining the financial services litigation department. In 2005, Jon left to join the London office of US law firm Morgan Lewis where he helped set-up the financial regulatory and compliance practice before leaving to join the FSA in 2009.
TARINEE PANDEY – Group Head of HR
Tarinee joined the Shore Capital Group in 2011 to head up the HR function. Prior to joining, she spent 6 years at Financial Dynamics (now FTI Consulting) working across the group with a broad remit both within the UK and across 26 offices internationally. She also spent some time in the Executive Search sector and worked briefly for the NHS. Tarinee graduated from Warwick with a degree in Psychology and also has an MA in Personnel & Development. She is fully CIPD qualified and a member of the Chartered Institute of Personnel and Development.
PAUL FROST – Finance Director
Paul qualified as a Chartered Accountant in 2003, having graduated from Oxford University in 2000. He joined Shore Capital in September 2014 as Finance Director with responsibility for the financial oversight of the business, monitoring of business processes and controls, and financial review of investment opportunities.
Prior to joining Shore, Paul focused on the UK commercial property market through roles at BDO, SEGRO plc and Capita Real Estate.
BEN SEARS - Senior Manager, Equity and Ventures
Ben joined Puma Investments in April 2016 to lead Puma’s ‘Growth’ product development, with a focus on Equities and Venture.
Ben previously spent 2 years at one of the UK’s leading venture capital platforms, Seedrs, as Investors Director. Prior to this, he spent 8 years at asset management firm GAM, where he worked for 8 years in the Wholesale Fund Distribution team for UK and Middle East. He was responsible for building relationships and raising assets across a diverse range of funds from a wide group of clients including Private Banks, Wealth Managers, IFA’s, Family Offices and Multi-Manager Funds.
Ben holds the Investment Management Certificate (IMC) and graduated from Southampton University with a degree in Law (LLB).
HUGH ROGERS – Business Development Director
020 7408 4067
Hugh joined Shore Capital in 2009 to raise the profile of their tax efficient offerings to the UK Independent Financial Adviser network, and heads up the team overseeing business development and investor relations for Puma Investments.
Previously he was at Bestinvest (now TilneyBestinvest) in 1999 for over 9 years and held roles as investment manager, team leader and was responsible for advising clients on their VCT investments. Hugh graduated from St Andrews University with a degree in Psychology & Economics....
ANDREW DERRINGTON – Senior Business Development Manager
0785 527 6529
Andrew joined Puma Investments in 2016 and is permanently based in Scotland. Previously he was Business Development Manager for the West of Scotland at Octopus Investments. Prior to that Andrew worked for Ingenious Investments and Future Capital Partners, distributing products into the UK Intermediary Market. Andrew is a qualified chartered accountant.
ROB BICKERSTAFFE - Senior Business Development Manger
0796 631 6225
Rob joined Puma Investments in 2016 as Senior Business Development Manager for the North of England and is based in Manchester.
Most recently, Rob was an Investment Manager in the Client Relationship Team at Ingenious Investments with responsibility for all EIS and BPR Sales & Marketing activity across the North West.
Rob has over 20 years’ financial services experience, having worked at Coutts & Co and Barclays Wealth as a Private Banker and Wealth Manager. He is a Member of the Chartered Institute for Securities & Investment and holds a variety of Investment & Financial Planning qualifications from both the CISI & CII.
JUSTIN ELMES - Senior Business Development Manager
020 7468 7929
Justin joined Puma Investments in 2016 as a Senior Business Development Manager.
Justin was responsible for all sales and marketing activity in the South West for Ingenious Investments’ EIS and Business Relief products. He also spent a number of years at Octopus Investments and prior to that the ECU Group Plc, where he was responsible for establishing and developing relationships with financial advisers and their clients.
DANIELA JAUME – Senior Business Development Manager
020 7468 7989
Daniela joined the Puma Investments team in early 2015 as a Business Development Manager.
Most recently, Daniela was at Ingenious Investments where she was a specialist Investment Manager in the Client Relationship Team. She was responsible for all sales and marketing activity within London, the South West and Wales for their EIS, SEIS, VCT and BPR products.
She previously worked at Pembroke Consulting for two years across both the general insurance and independent financial advisory sides of the business.
Daniela holds a first class degree in Archaeology from the University of Newcastle and the Investment Management Certificate.
SHANE WESTON – Senior Business Development Manager
020 7468 7990
Shane joined Puma Investments in February 2015 as a senior business development manager, after previously working in the structured products industry.
Originally from Sydney Australia, he has held a number of business development roles, with experience in promoting a range of investments, wrap platforms and structured products.
Shane holds a degree in Economics/Marketing, Graduate Diploma in Applied Finance & Investment, Certificate in Investments (Securities-Retail) and IMC (Investment Management Certificate).
NADIA HALILA - Business Development Manager
020 7468 7933
Nadia joined Puma Investments in 2016 as a Business Development Manager.
Nadia spent the previous 4 years at Octopus Investments. Nadia focused on the South East region in her previous role with a particular specialism in Inheritance Tax products.
Nadia is a qualified Financial Planner and graduated from the University of Reading with a degree in Economics.
REBECCA CARR – Business Development Associate
020 7468 7957
Rebecca joined Shore Capital in 2012. She is an Associate on the Business Development Team and brings three years’ experience of working in the tax-efficient investment arena. Rebecca works closely with the Business Development Managers to manage a number of key adviser and client relationships.
Rebecca graduated from the University of East Anglia with a degree in English Literature and then went on to complete an MA in Modern English Studies & Art with Distinction at Northampton University.
ZULEIKA SALTER – Business Development Associate
020 7647 8141
Zuleika joined Puma investments in July 2014 where she works in Investor Relations. She is responsible for all direct communications with investors and ensuring they all receive the highest level of customer service. Zuleika works across the Puma VCT, EIS, Heritage and AIM services. She has over 10 years’ experience in customer relations working with high net worth clients.
FELIX FLOWER- Client Services Manager
020 7468 7943
Felix joined Puma Investments in 2016 as Client Services Manager.
He spent the previous 3 years at Octopus Investments where he managed a team focussed on post-sale investor relations, covering EIS, VCT and Inheritance Tax based investments. Prior to that he spent a year working as a Senior Case Handler in the Risk and Regulation department at Deloitte.
Felix graduated from Cardiff University with a degree in Economics and Politics.