PUMA INVESTMENTS - Key Persons


ALASTAIR JOHNSTON

Job Titles:
  • Internal Business Development Manager
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.

ANDREW DERRINGTON

Job Titles:
  • Senior Business Development Manager
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.

ANDY BURT

Job Titles:
  • Head of Business Development
  • Business Development Team
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.

BEN LESLIE

Job Titles:
  • Investment Manager
  • Member of the Puma Private Equity Team
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.

CHARLIE STOOP

Job Titles:
  • Business Development Manager
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.

CHARLIE THORNE

Job Titles:
  • 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.

CHRIS PSATHAS

Job Titles:
  • 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.

DAVID KAYE - CEO

Job Titles:
  • Chief Executive Officer
  • Member of the Puma Private Equity Team
  • Member of the Senior Operational Team
  • CEO of the Asset Management Division of Shore Capital
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.

DAVID ROBERT KAYE

Job Titles:
  • DIRECTOR

DR STUART ROLLASON - Chief Investment Officer

Job Titles:
  • Investment Director
  • Member of the Senior Operational Team
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.

ELIOT KAYE - Managing Director

Job Titles:
  • Director
  • 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.

ELLIOT STEVENS - Chief Legal Officer

Job Titles:
  • Group General Counsel
  • Member of the Senior Operational Team
  • Shore Capital in 2013 As 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.

FARIDA NURBHAI

Job Titles:
  • Internal Business Development Manager
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.

FATEH AHMAD

Job Titles:
  • Member of the Investor Services Team
  • Investor Services and Operations Manager
Prior to joining Puma Investments, Fateh launched a Pakistan based technology startup focused on financial education before which he was a graduate trainee at Deloitte where he qualified as a Chartered Accountant in the Investment Management & Private Equity department. Fateh graduated from the University of Nottingham where he studied Finance, Accounting & Management.

GEORGE CLELLAND

Job Titles:
  • Internal Business Development Manager
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.

HARRIET ROSETHORN

Job Titles:
  • Investment Manager
  • Member of the Puma Private Equity Team
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.

HAYDEN PATTISON

Job Titles:
  • Business Development Manager
  • Internal Business Development Manager
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.

HENRI SONGEUR

Job Titles:
  • Investment Manager
  • Member of the Puma Private Equity Team
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.

ISABELA CASTRO

Job Titles:
  • 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.

JACK SALISBURY

Job Titles:
  • Head of Internal Business Development
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.

JONATHAN WYLES - Chief Investment Officer

Job Titles:
  • Investment Director
  • Member of the Puma Private Equity Team
  • in 2018 As an Investment Manager
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.

JUSTIN ELMES

Job Titles:
  • Senior Business Development Manager
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.

KAREN SULLIVAN

Job Titles:
  • Head of Strategic Partnerships
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.

KELVIN READER

Job Titles:
  • Investment Manager
  • Member of the Puma Private Equity Team
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.

KEVIN DAVIDSON - Managing Director

Job Titles:
  • 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.

LEWIS KILMINSTER

Job Titles:
  • an Internal Business Development Manager
  • Internal Business Development Manager
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.

MARAKI ESHETU

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: maraki.eshetu@pumainvestments.co.uk Phone: +44 (0)20 7647 8177

MARCUS BETHEL

Job Titles:
  • 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.

MEGHA PATEL

Job Titles:
  • Investor Services Administrator

MERT ZABCI

Job Titles:
  • 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.

MICHAEL LAURENT VAN MESSEL

Job Titles:
  • DIRECTOR

NADIA HALILA

Job Titles:
  • Senior Business Development Manager
  • Financial Planner
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.

PAUL FROST - CFO

Job Titles:
  • Chief Financial Officer
  • Member of the Senior Operational Team
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.

PAUL MURPHY

Job Titles:
  • 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

Job Titles:
  • 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.

REBECCA CARR

Job Titles:
  • Investment Analyst
Rebecca joined Puma Investments in 2012 and has over six years' experience of working in the tax-efficient investment arena. Rebecca began her career with Puma in Business Development, helping to manage a number of key adviser and client relationships, and brings with her knowledge of working in a variety of business sectors. Rebecca graduated from the University of East Anglia with a degree in English Literature, went on to complete an MA in Modern English Studies & The Arts with Distinction at Northampton University, and holds the CFA UK Level 4 Certificate in Investment Management.

ROCCO VERSACE

Job Titles:
  • 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.

RUPERT WEST - Managing Director

Job Titles:
  • Head
  • Managing Director
  • Member of the Puma Private Equity Team
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.

Sam McArthur - COO

Job Titles:
  • Chief Operating Officer
  • Member of the Investor Services Team
  • Member of the Senior Operational Team
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.

SARAH MILNE

Job Titles:
  • 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.

SIMON MCILWAINE

Job Titles:
  • Internal Business Development Manager
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.

SOPHIE WELTON

Job Titles:
  • Business Development Manager
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.

TARINEE PANDEY

Job Titles:
  • Member of the Senior Operational Team
  • 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.

TOBY WADDINGTON

Job Titles:
  • Internal Business Development Manager
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.

TOM WALSH

Job Titles:
  • 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.

TONY THROP

Job Titles:
  • 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.