About us

From the outset, we have always had a clear and straight-forward ambition. To provide a home for individuals to invest their savings in a tax-efficient and effective way. And over the last decade, we’ve supported thousands of individuals work towards their long-term savings goals.

Who we are

Puma Investments is part of the Puma Capital Group. Today, the Puma Capital Group comprises four businesses focused on delivering long-term sustainable growth for our investors and partners. Together, they manage more than £900 million in assets, have lent more than £1 billion of development funding, and have assisted dozens of businesses across the UK elevate and expand to deliver on their brilliant ideas.

About Puma Property Finance

Puma Property Finance provides first-charge lending to professional developers and property investors of £10-£50 million for projects across the United Kingdom. The multidisciplinary team, who have decades of experience, offer funding for a range of residential, commercial and specialist sector projects, including care homes, student accommodation and hotels.

Read More

Learn more

About Puma Private Equity

Puma Private Equity supports scaling businesses with investments typically of £2-£10 million. The experienced team have a sector-agnostic mandate seeking companies with experienced management teams. Puma Private Equity has been partnering with growth companies and worked with over 50 businesses in the last decade.

Read More

Learn more

About Puma Public Markets

Puma Public Markets is focused on small and mid-cap quoted markets, favouring companies with strong margins, good returns and a consistent track record of cash generation. It is led by an experienced fund manager, Dr Stuart Rollason.

Read More

Learn more

Puma in numbers

Our numbers continue to grow. And we are proud to have helped so many individuals achieve their ambitions.

ASSETS UNDER MANAGEMENT

CURRENT INVESTORS

STAFF

Figures taken as at 30 June 2023

Living by our principles

We are committed to various environmental, social and governance (ESG) principles that help us operate effectively and invest responsibly. In adopting these principles, we want to ensure that everyone who works with us has the same aim – to support our stakeholders and positively impact the wider community to which we belong. These principles cover five broad areas:

Governance

As a business authorised and regulated by the Financial Conduct Authority (FCA), we are governed by laws, regulations and rules of conduct to which we must adhere. Our experienced compliance team monitors and ensures our adherence, including through regular staff training and assessment.

Transparency is vital to our culture. We will always decline an opportunity where we have hesitations about its integrity rather than expose our clients, partners or ourselves to unnecessary risk. To ensure extra rigour in our transactions, our private equity investments and property finance loans must also receive approval from our investment or credit committees.

Our risk, compliance, and legal teams are heavily involved in our investment and lending decisions and enact rigorous research before any transaction is approved. To deliver further transparency, we also produce periodic due diligence questionnaires about each of our open offers. In addition, our open Venture Capital Trusts are listed on the main list of the LSE, and some of our offers are on a panel with several financial adviser groups, who run their own detailed due diligence processes.

Our leadership team

Our people are our greatest strength, and we are lucky to have a significant number of experienced individuals leading our teams. Learn a bit more about them by clicking on their respective photos below. 

Awards

Moneyfacts Awards 2022

Winner | Best VCT Trust Provider

Growth Investor Awards 2022

Winner | Best BR Investment Manager (Listed)

Growth Investor Awards 2020 

One to watch | Growth Investor of the year

1

Contact us

We're here to support you, answer your questions, and discuss potential opportunities.