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.

SAM MCARTHUR - Chief Operating Officer

Sam McArthur joined Puma in January 2015 as Chief Operating Officer. Prior to joining Puma, he was Managing Director of a multi-site wholesale and distribution business. Sam began his career at KBC Financial Products where he was responsible for European origination and structuring in the fund linked products business. Sam graduated with a first from the University of Birmingham and with distinction from ESCP Europe.

 

PAUL FROST – Chief Financial Officer

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.

 

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. 

 

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.

 

DR STUART ROLLASON – Investment Director

Stuart joined Puma Investments in 2021. 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. Before Puma, Stuart led the AIM IHT service at Kestrel Partners LLP for a decade. Prior to this, he managed a UK smaller company investment trust at Bluehone and £230m of UK smaller company pension assets at ISIS Asset Management. He was formerly an Extel-rated Research Analyst in Medical Technology and Biotech at Beeson Gregory, Panmure Gordon and Nomura. Stuart began his career as a medical doctor practising in the NHS, before moving into research at Oxford University.

JOSEPH CORNWALL – Investment Analyst

Joseph joined Puma Investments in 2021 as an Investment Analyst. Prior to working at Puma, Joseph led the AIM IHT service at Gore Browne Investment Management for five years, following a career as a professional sportsman. Joseph studied a degree in Management at the University of Warwick’s Business School and is a Chartered Wealth Manager.

RUPERT WEST – Managing Director

Rupert is Head of the Puma Private Equity team and has 14 years of investment-related experience. Rupert joined Shore Capital’s Principal Finance function in 2008, before which he held roles as a Manager at Barclays Capital and an Associate at Standard Bank. As head of the private equity team, Rupert is responsible for sourcing and leading investments across the UK for Puma’s VCT and EIS offers. He read Philosophy and Economics at the University of Bristol whilst sponsored by Arthur Andersen, before completing an MSc in International Policy Analysis.

JONATHAN WYLES, CFA - Investment Director

Jonathan joined Puma Investments in 2018 as an Investment Manager in the SME Investment Team.  He previously worked for Wells Fargo Asset Management as a Portfolio Manager. While Jonathan was at Wells Fargo, he focused on European Credit products. He has also previously held positions at ABN AMRO and Gulf International Bank. 

Jonathan holds an MBA with distinction from Cass Business School in London, an MSc in Finance from the University of Reading, and an undergraduate degree in Geology from the University of Bristol.

BEN LESLIE - Investment Manager

Ben previously worked in the Transactions Services team at Deloitte with a Consumer & Industrial Products sector focus. Ben is a qualified accountant and a member of the Institute of Chartered Accountants of Scotland.  

Ben studied at the University of Edinburgh with a degree in Economics.

KELVIN READER – Investment Manager

Kelvin joined Puma Investments from Station 12, where he was Principal, and has over nine years’ experience in private equity focusing on earlier stage companies. He has also worked for a specialist media investor and the venture capital arm of Richemont.

Kelvin qualified as a Chartered Accountant with PwC.

 

HARRIET ROSETHORN – Investment Manager

Harriet joined Puma Investments in 2017 having spent four years working in investment banking, most recently as an Associate at GP Bullhound and as an Analyst at Results International prior to this. Harriet graduated from the University of Southampton, where she studied Chemistry.

HENRI SONGEUR – Investment Manager

Henri joined Puma Investments in 2017, and began his career as an Investment Executive at Orchid Partners, a company specialising in venture and seed capital. After a few years managing companies in their portfolio, he moved to Fidelity Information Services before his most recent role at IW Capital Ltd. During this role, he specialised in managing deal origination and the project pipeline. 

Henri holds a Masters in Mathematics and Economics from Edinburgh, as well as a triple LL.m degree in Law and Economics from the Universities of Rotterdam.

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.

TONY THROP - 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.

 

KEVIN DAVIDSON – Managing Director

Kevin brings more than 30 years’ lending experience and joins us after spending four years at Aeriance Investments, where he was an Executive Director and lead originator for their real estate debt platform. Prior to Aeriance, Kevin worked in a number of real estate finance roles at Situs, Deutsche Pfandbriefbank, JP Morgan, Deutsche Bank and Nationwide.

ELIOT KAYE – Managing 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.

 

TOM WALSH - Head of Risk

Tom has been involved in Commercial Real Estate finance for over 25 years, both from an origination and a credit risk background. His most recent role was with Hudson Advisors UK as Head of Loan Asset Management where he had lead responsibility for the management and recovery of a large debt portfolio acquired by Lone Star from Anglo Irish Bank UK.  Prior to this role, Tom was Head of Credit Risk at Anglo Irish Bank UK for 7 years.

PAUL MURPHY – Senior Manager

Paul joined Puma Property Finance from Lendinvest where he worked as a Senior Financial Analyst for two years. Prior to this, he was a consultant in PwC’s actuarial department where he spent four and a half years. Paul graduated from the University of Manchester in 2011, where he studied Mathematics.

RAHUL MALDE, CFA – Manager

Rahul joined Puma Property Finance from Hermes Investment Management, where he worked for three years – most recently as an Investment Manager. Prior to this, he worked in Nationwide’s Commercial Real Estate Finance division for two years. Rahul graduated from Cass Business School with a degree in Banking & International Finance.

SARAH MILNE - Manager 

Prior to joining Puma Investments, Sarah was an Assistant Director at The Property Box Loan Company PLC.

Sarah graduated from the Leeds Metropolitan University in 2013, where she studied Human Geography. She has also represented Great Britain playing badminton.

MERT ZABCI - Manager 

Prior to joining Puma Property Finance, Mert was an Investment Manager in the Commercial Team at Octopus Real Estate before which he was a Relationship Director and an Originator in the Real Estate Finance Private Equity team at RBS.

Mert is a RICS Chartered Surveyor who qualified while working at BNP Paribas Real Estate. He has an MSc in Real Estate from Reading University and obtained a BSc in Economics and Politics from the London School of Economics.

NIALL BURKE - Manager

Niall joined Puma Property Finance from Lotus Investment Group where he focused on residential development debt transactions as a Senior Analyst. Prior to this, he was an Analyst in LeBruin Private, focusing on commercial real estate debt & advisory. Niall graduated with a degree in Finance & Economics from the National University of Ireland, Maynooth in 2011 and completed a Masters in Finance at London Business School.

RAJEEV SOBHANAN - Real Estate Analyst

Prior to joining Puma Property Finance, Rajeev worked at Funding Options where he was a Property Finance Specialist, structuring and advising on development and bridging facilities. Rajeev graduated from Queen Mary University of London in 2018, where he studied Economics, Statistics and Mathematics.

ROCCO VERSACE - PORTFOLIO MANAGER

Prior to joining Puma Property Finance, Rocco worked for Anacott Capital where he assisted in sourcing, underwriting and structuring both investment and development transactions. More recently, Rocco worked for Avamore Capital where he was involved in origination, underwriting and loan monitoring. Rocco joined Avamore at its inception and helped the principals to build a £40m loan book in less than two years. Rocco graduated from Regent’s University London, where he studied Global Banking and Finance.

PAUL FROST – Chief Financial Officer

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.

 

MARCUS BETHEL - Finance Business Partner

Marcus oversees the operational finance processes on real estate loans and projects managed by Puma Property Finance, from origination through to redemption. He joined Puma Investments in 2016 after qualifying as a Chartered Accountant having trained at a top 50 audit and accountancy firm in London, specialising in real estate and financial services sectors. He graduated from the University of Exeter in 2013 with a degree in Economics & Finance.

CHRIS PSATHAS - Deputy General Counsel

Chris advises the Shore Capital Group on its real estate development and investment debt facilities, with particular focus on assisting the asset management arm on the financing of its commercial and residential portfolios in Germany, and various entities managed by Shore Capital Group on real estate-backed investments in the UK. Prior to joining Shore Capital, Chris trained at Clifford Chance LLP, where he qualified into the Banking & Finance Department in 2011. Chris has a wide range of experience working on leveraged finance transactions, with particular focus on real estate finance.

 

ISABELA CASTRO - Group Legal Counsel

Isabela advises Puma Property Finance on all aspect of its loans, from term sheet and structuring stage to repayment. Since she joined in 2019, she has been closely involved in Puma Property Finance’s loan execution process and also advises the Group on general legal matters. Prior to joining the Group, Isabela worked at Linklaters’ banking team. She has also worked as a lawyer at HSBC’s Global Banking & Markets division and BP’s Upstream Procurement team (on secondment from Linklaters), as well as Linklaters’ Singapore office. Isabela graduated from University College London with an LLB in Law with Italian Law.

CHARLIE THORNE - Group Legal Counsel

Charlie joined Puma Property Finance from Jones Day where she worked as an Associate in the Banking and Finance Group. She has experience acting for commercial banks, private equity funds and private companies on both investment and development loans, principally in the real estate sector. Prior to graduating from BPP Law School in London, Charlie studied Geography at the University of Cambridge.

ANDY BURT - Head of Business Development

 079 7040 3988

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Andy joined Puma Investments in 2018 as Head of Business Development and is based in London.

Most recently, Andy was a Regional Sales Director at Octopus Investments, where he led a team of business development managers and was responsible for business development across London and Southern England. 

With almost 20 years of financial services experience, Andy began his career at Allianz Global Investors before moving to WestLB Investment Bank. He qualified with a BSc (Hons) in Statistical Science from City University Business School and holds the Investment Management Certificate and Investment Administration Qualification.

JACK SALISBURY- Head of Internal Business Development

 020 7468 7972

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Jack joined us from Octopus Investments where he was the Area Sales Manager for London and the South East. He had previously spent three years as a Business Development manager at Octopus Investments, prior to which he worked in partnerships at Moneycorp Foreign Exchange.

Jack graduated from Bournemouth University, where he studied Business Studies with Financial Services.

KAREN SULLIVAN - Head of Strategic Partnerships

 077 1409 7709

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Karen joined Puma Investments as Head of Strategic Partnerships in 2019. She spent three years as Head of Strategic Partnerships at Time Investments having moved to TIME from Octopus Investments where she managed Strategic Partnership relationships as part of a wider team.  

Prior to this, she spent 13 years with Canada Life across various teams before moving into the Distribution Division looking after National Accounts.  Karen started working life on the management training programme with the John Lewis Partnership based in Oxford Street before she moved away from retail into the financial services sector. 

Having achieved full FPC qualification when at Canada Life, Karen went on to achieve Level 4 qualification in 2014.

JUSTIN ELMES - Senior Business Development Manager

 077 1409 7819

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Justin joined Puma Investments in 2016 and is a Senior Business Development Manager for South Central.

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.

ANDREW DERRINGTON – Senior Business Development Manager

 078 5527 6529

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Andrew joined Puma Investments in 2016 and is Senior Business Development Manager for Scotland, North England and Northern Ireland.

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.

NADIA HALILA - Senior Business Development Manager

 079 7617 2414

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Nadia joined Puma Investments in 2016 as a Senior Business Development Manager for South East.

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.

SOPHIE WELTON - Business Development Manager

 077 2520 8044

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Sophie joined Puma Investments in 2019 and is a Business Development Manager for the Midlands.

Most recently Sophie was a Wealth Development Consultant for Vitality Invest, and prior to this she worked as an Account Manager at Aviva for over 10 years, working in the Platform arena. Sophie has previously been a Financial Adviser and is Level 4 Diploma qualified.

 

CHARLIE STOOP – Business Development Manager

 078 6614 8427

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Charlie joined Puma Investments as a Business Development Manager for London.

He joined Puma Investments from Octopus Investments where he spent just over 4 years working in both their Investment and Property team. Charlie has previously worked at G2 Healthcare Resourcing as a Consultant.

He obtained a BSc Honours Degree in Business Economics & Finance from Loughborough University.

 

GEORGE CLELLAND - Internal Business Development Manager

 020 7408 4056

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George joined Puma Investments in 2021 and is an Internal Business Development Manager for Scotland, Northern Ireland and North England. 

He previously worked at West Hill Capital where he spent two and half years in their Equity Sales team, raising capital for EIS qualifying investments. 

George graduated from the University of Leeds, where he studied French and Modern Languages.

ALASTAIR JOHNSTON - Internal Business Development Manager

 020 7468 7943

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Alastair is an Internal Business Development Manager for London.

Prior to Puma, he worked at Brightedge as a Strategic Account Manager. He has also worked at Accenture, as part of the sales team in their technology division.

Alastair graduated from Leeds Beckett University, where he studied Marketing.

LEWIS KILMINSTER - Internal Business Development Manager

 020 7079 1685

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Lewis joined Puma Investments in 2019 and is an Internal Business Development Manager for North West and Yorkshire.

Previously, Lewis worked at Thomson Keene, where he was a Recruitment Consultant within the financial sector for three years.

Lewis gained a degree in Economics and Politics at the University of Manchester.

 

SIMON MCILWAINE - Internal Business Development Manager

 020 7468 7961

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Simon joined Puma in 2021 and is an Internal Business Development Manager for South West.

Prior to Puma, he worked at Pinnacle Investment Management Australia, where he was a Business Development Manager looking after the Financial Adviser Market for over 3 years. Previously, Simon worked at BT Financial Group which is the Wealth Management arm of Westpac group as a Wealth Consultant.  

Simon holds a Bachelor of Business Management from the International College of Management Sydney and a Post-Graduate Certificate in Marketing from the University of Technology Sydney. To further his studies, he is currently completing an MBA program. 

FARIDA NURBHAI - Internal Business Development Manager

 020 7468 7983

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Farida is an Internal Business Development Manager for South East.

She joined Puma from LGBR Capital, where she was a Business Development Manager in tax-efficient investing. Prior to this she worked at The Ingenious Group on an Internship.

Farida graduated from the School of Oriental African Studies, University of London (SOAS), where she studied BSc Economics. 

TOBY WADDINGTON - Internal Business Development Manager

 020 7468 7916

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Toby is an Internal Business Development Manager for South Central and Midlands.

Toby joined us from ArchOver Business Lending, where he was a Commercial Associate. He has also previously worked as a Business Developer at Ebury Partners.

Toby graduated from the University of York in 2016, where he studied Business Management.

HAYDEN PATTISON - Internal Business Development Manager

 

 07714 097728

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Hayden joined Puma in 2021 as Internal Business Development Manager for South West.

Hayden is an experienced Business Development Manager that has recently returned to the UK after working in Private Equity in Vancouver, Canada.

Prior to living in Canada, Hayden worked in sales at various organisations including St. James’s Place and Octopus Investments.

Hayden also holds a degree in Economics from University of London, Birkbeck College.

SAM MCARTHUR - Chief Operating Officer

Sam McArthur joined Puma in January 2015 as Chief Operating Officer. Prior to joining Puma, he was Managing Director of a multi-site wholesale and distribution business. Sam began his career at KBC Financial Products where he was responsible for European origination and structuring in the fund linked products business. Sam graduated with a first from the University of Birmingham and with distinction from ESCP Europe.

 

MARAKI ESHETU - Investor Services Executive

Maraki joined Puma Investments from LGBR Capital where she worked as a Business Development Executive. Prior to this she worked as a Business Development Manager at Dynamo Software and also has some charity fundraising experience working for LISTEN.

Maraki Studied Biomedical Science at St Georges University and has an MSc in Global Health from Queen Mary University.

Email: [email protected]
Phone: +44 (0)20 7647 8177

MEGHA PATEL - Investor Services Administrator

Prior to joining Puma Investments, Megha graduated from the University of Surrey with a First Class BSc Business Management degree. 

Email: [email protected]
Phone +44 207 601 6123