Boutique Focus: Octopus Investments

BOUTIQUE FOCUS

After 10 years in the industry Octopus Investments this month hit the £2bn AUM milestone. Hannah Smith asked two of the group's senior management figures about their vision for the next decade

Octopus Investments celebrated 10 years in business at the end of 2010 and as it moved into its 11th year, assets under management swelled, hitting the £2bn milestone this month. The group is known for its specialist tax-efficient investments, notably VCTs, EIS, and IHT solutions, but it also has a core multi-manager range within its discretionary management service, Octopus Portfolio Manager (OPM). Octopus employs nearly 200 people and has a customer base of around 50,000 retail investors. At the heart of the company’s philosophy is a focus on the customer, and designing solutions to...