About
Puma Investments
As part of Puma Capital Group, an investment group with deep expertise in alternative asset management, we set out to deliver award-winning investment solutions that make a real difference.
Our story so far
Over a decade ago, Puma Investments was founded with a simple ambition, to help people invest their savings in a smarter, tax-efficient way.
Today, we support thousands of investors, Financial Advisers and Wealth Managers through innovative solutions, such as inheritance tax planning solutions and Venture Capital Trusts.
Since 2012, our journey has been built on trust, transparency and relationships. With a commitment to positive impact, we’re proud of how far we’ve come and excited to continue our story.
Our people are our greatest asset
Our leadership team
At Puma, our team comprises award-winning, passionate individuals, many of whom have decades of experience in the tax-efficient investment space
Working at Puma
We continuously strive to create an exceptional and values-led workplace. We've been proudly recognised as a Great Place to Work for the fourth consectutive year
We're part of the Puma Capital Group
Puma was founded in 2012 by our CEO, David Kaye, building on the strong foundations of the Shore Capital Group. Originally created to expand on the successful Puma VCTs, we’ve grown into an independent business with a clear purpose and long-standing track record.
The Group now comprises four businesses dedicated to delivering long-term growth for investors and partners.
Puma in numbers
Figures correct as at March 2026.
£1 billion+
of assets under management
£2 billion+
of capital lent by Puma Heritage Limited since inception1
140+ employees
supporting investors and Financial Advisers
13,000+
investors
2022 - 2026
Recognised as one of the UK's Best Workplaces by Great Place to Work UK
3 office locations
London, Manchester and Edinburgh
Proud to be a Certified B Corporation
Build your career with us
Recognised as a Great Place to Work consecutively for four years, we’re proud of the culture we’ve built. This year, we ranked 27th in the UK’s Best Workplaces 2026 (Medium category) and are in the top three financial services and insurance firms on the list.
We’re looking for ambitious, value-driven individuals to grow with us. If you’re passionate about building a meaningful career, we’d love to hear from you.
We offer clear career paths, ongoing training and a culture where your voice matters.
Discover what we do
Designed to qualify for Business Relief, aiming to provide up to 100% inheritance tax relief after two years2. We support estate planning through quoted and unquoted trading company investments
Investing in established, growth-focused businesses with proven revenues and experienced management, we aim to help investors access tax-efficient opportunities through publicly listed VCTs
Tax reliefs are not guaranteed, depend on individual circumstances and are subject to change.
Find out more
Please contact your Financial Adviser to discuss our investment solutions in more detail.
Alternatively, our team of over 20 Client Relations and Operations specialists can provide practical guidance and seamless service at every stage of your investment journey.
Sources
1 Puma Heritage Ltd. Figures correct at 30 September 2025.
2 Qualifying AIM-listed companies and investments will benefit from 50% relief.
An investment with Puma Investments carries risks.
Past performance is no indication of future results and share prices and their values can go down as well as up. Minimum returns are not guaranteed. An investment with Puma Investments can be viewed as high risk. Investors’ capital may be at risk and investors may get back less than their original investment. Tax reliefs depend on individuals’ personal circumstances, minimum holding periods and may be subject to change. Some investments should be regarded as illiquid and it may prove difficult for investors to realise immediately or in full the proceeds.