Puma Investments
Puma Investments is a UK-based FCA-regulated investment management firm offering tax-efficient solutions including IHT planning, VCTs, and EIS, distributing exclusively through Financial Advisers. Part of Puma Capital Group, it manages over £1.2bn AUM supporting 13,000+ investors across three UK offices.
- Company typePrivate
- Founded2012
- HeadquartersLondon, United Kingdom
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Puma Investments does
Puma Investments is a UK-based FCA-regulated investment management firm (FCA no. 590919) that provides tax-efficient investment solutions including inheritance tax planning, Venture Capital Trusts (VCTs), and Enterprise Investment Scheme (EIS) products. Founded in 2012 as the retail/intermediary division of Puma Capital Group, the firm distributes exclusively through a network of FCA-authorised Financial Advisers rather than direct-to-consumer, supported by 30+ Business Development Managers and 20+ Client Relations and Operations specialists across three UK offices (London, Manchester, Edinburgh). As of March 2026, Puma Capital Group manages over £1.2bn in assets under management, with Puma Investments having launched 15 VCTs raising over £460m cumulatively and supporting 13,000+ investors.
The core product suite comprises: Puma Heritage Estate Planning Service and Puma Heritage Corporate Estate Planning Service (private trading company investments targeting up to 100% IHT relief after two years through Business Relief), Puma AIM IHT Service and Puma AIM ISA IHT Service (AIM-quoted portfolios for IHT mitigation), Puma VCT 13 (over £195m AUM), Puma AIM VCT, Puma Alpha VCT, and Puma Alpha EIS. Revenue is generated through annual management fees on AUM, performance fees (including a performance-linked structure on Puma Heritage EPS where fees only trigger if investors achieve a minimum 3% return per annum), and loan arrangement fees via the Puma Property Finance subsidiary, which has arranged £800m+ in development loans with no capital losses. The technology stack is limited to a dual-portal web platform (adviser.pumainvestments.co.uk and investor.pumainvestments.co.uk) for adviser registration, product documentation, and investor servicing, with no proprietary analytics, AI, or automated rebalancing tools disclosed.
The firm is privately held as a wholly-owned subsidiary of Puma Capital Group, a diversified conglomerate with four divisions (Puma Investments, Puma Growth Partners, Puma Property Finance, Puma Public Markets). Puma Investments is B Corp certified, holds dual defaqto 5-Diamond ratings (2026) for VCT and Unlisted BR Service, and has been named a UK Great Place to Work for four consecutive years. Group CEO David Kaye leads the organisation signed the Modern Slavery Act Statement in April 2026. Operating model is sales-led with a heavy field-based adviser relationship focus; no public listing, institutional fundraises, or international expansion are disclosed.
Puma Investments firmographics
Firmographics- Name
- Puma Investments
- Legal name
- Puma Investment Management Limited
- Website
- https://pumainvestments.co.uk
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Puma Investments is a UK-based FCA-regulated investment management firm offering tax-efficient solutions including IHT planning, VCTs, and EIS, distributing exclusively through Financial Advisers. Part of Puma Capital Group, it manages over £1.2bn AUM supporting 13,000+ investors across three UK offices.
- Ownership category
- akta.pro rank
Puma Investments industry classification
Industry- Product category
- Tax-Efficient Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Tax-Aware Investment Planning (FSAEAAAE)
- akta.pro secondary industries
- Estate Planning & Trust Structuring Advisory (FSAEAKAC), Trust & Estate Tax Planning & Compliance (FSAEAKAE)
Keywords
Where Puma Investments is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices3 records
Markets served
Puma Investments business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Annual Management Fees: Annual management fees charged on assets under management across VCT, EIS, and IHT services. Fee rebate structure exists - Puma Heritage EPS only earns fees if investors achieve minimum 3% return per annum.
- Performance / Performance Fees: Discretionary bonuses and formula-based performance fees tied to investment returns. Variable remuneration reflects both Puma Investments' performance and individual staff performance.
- Loan Arrangement Fees: Fees from arranging loans through Puma Property Finance subsidiary, including loans made by clients such as Heritage Square Limited and Oasis Lending LLP.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Puma AIM IHT Service minimum investment |
| Subscription | Annual | Puma Alpha VCT minimum investment |
| Subscription | Annual | Puma Alpha EIS minimum investment |
| Subscription | Annual | Puma Heritage EPS fee structure |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Puma Investments product offering
Product offeringCore offering
Puma Investments provides FCA-regulated, tax-efficient investment solutions for UK retail investors, intermediaries, and wealth managers, distributed exclusively through Financial Advisers. Core offerings include Inheritance Tax planning services (Puma Heritage Estate Planning Service, Puma Heritage Corporate EPS, Puma AIM IHT Service, and Puma AIM ISA IHT Service) that target up to 100% Business Relief after two years, Venture Capital Trusts (Puma VCT 13, Puma AIM VCT, Puma Alpha VCT) offering 30% upfront income tax relief and tax-free dividends, and the Puma Alpha EIS fund offering 30% income tax relief and capital gains tax exemption. The associated Puma Property Finance subsidiary arranges first-charge development loans.
Product overview
Puma Investments is part of the Puma Capital Group and provides award-winning, tax-efficient investment solutions for retail investors, intermediaries, and wealth managers. The company offers two main product families: Inheritance Tax Planning solutions (including Puma Heritage Estate Planning Service, Puma Heritage Corporate Estate Planning Service, Puma AIM Inheritance Tax Service, and Puma AIM ISA Inheritance Tax Service) that aim to provide Business Relief qualifying investments with potential 100% IHT relief after two years; and Venture Capital Trust products (Puma VCT 13, Puma AIM VCT, and Puma Alpha VCT) that offer tax-efficient investment opportunities in UK growth companies. The company also offers Puma Alpha EIS for Enterprise Investment Scheme investments. Founded in 2012, Puma Investments manages over £1 billion in assets, has 15 VCTs launched raising over £460 million, and supports 13,000+ investors across three UK offices (London, Manchester, Edinburgh).
Differentiator
Problem solved
Functional benefit
Brands
- Puma Heritage: Estate Planning Service providing Business Relief-qualifying investments for Inheritance Tax mitigation
- Puma AIM
- Puma VCT 13
- Puma AIM VCT
- Puma Alpha VCT
- Puma Alpha EIS
- Puma Heritage Corporate Estate Planning Service
Products and services
- Puma Heritage Estate Planning Service
Quantifiable outcome
- Up to 100% IHT relief after two years for qualifying investments
- +3 more outcomes
Companies that use Puma Investments
Customer profileNamed customers10 records
Segments5 records
Ideal customer profiles3 records
Puma Investments technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Puma Investments partnerships and signals
Strategic signalScale indicators8 records
Recent moves6 records
Expansion highlights6 records
Puma Investments competitors and assessment
Company assessmentDirect peers
- YFM Equity Partners: UK VCT and growth-equity manager with multiple VCT vintages. Similar product architecture and target investor base to Puma.
- Albion Capital: Long-established UK VCT specialist running multiple VCT vintages alongside growth-stage investment. Comparable closed-end VCT fundraising engine and AIM/BR exposure to Puma.
- Downing: UK VCT, EIS, and BR-qualifying investment manager with a multi-fund platform comparable to Puma's. Overlapping adviser-channel distribution and similar product shelf.
- Mobeus Equity Partners: UK VCT provider focused on lower-mid-market growth investments. Comparable VCT-led product range and adviser-channel distribution strategy.
- Maven Capital Partners: VCT specialist listed on the AQSE Growth Market, investing in UK SMEs and offering inheritance-tax-focused portfolios. Closely comparable structure and scale to Puma.
- Foresight Group: Listed UK VCT and infrastructure manager with a strong VCT franchise and inheritance-tax solutions. Closely comparable product mix and adviser-led distribution model to Puma Investments.
- Amati Global Investors: AIM-focused investment manager whose IHT portfolio service is a near-direct competitor to Puma's AIM Inheritance Tax Service, sharing AIM-quoted BR exposure and adviser distribution.
- Canaccord Wealth (formerly Hargreave Hale): UK wealth manager with a heritage VCT franchise (Hargreave Hale VCTs) and IHT service. Competes head-to-head with Puma in adviser-led VCT and BR distribution.
- TIME Investments: Specialist UK IHT planning firm offering BR-qualifying portfolios and AIM services. Most directly comparable to Puma's Heritage EPS and AIM IHT Service.
- Octopus Investments: UK's largest VCT provider and a major Inheritance Tax planning manager through Octopus Inheritance Tax Service. Directly competes with Puma across VCT, EIS, and BR-qualifying investment products distributed via FCA-authorised advisers.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Puma Investments social profiles
Digital presencePuma Investments financial estimates
Financial estimateRevenue estimate
Valuation estimate
Puma Investments leadership team
Management profileNumber of profiles
Profiles1 record
Puma Investments subsidiaries and ownership
Company hierarchySubsidiaries1 record
Puma Investments funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Puma Investments M&A and investment
M&A and investmentM&A
Investments4 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Puma Investments
What does Puma Investments do?
Puma Investments provides FCA-regulated, tax-efficient investment solutions for UK retail investors, intermediaries, and wealth managers, distributed exclusively through Financial Advisers. Core offerings include Inheritance Tax planning services (Puma Heritage Estate Planning Service, Puma Heritage Corporate EPS, Puma AIM IHT Service, and Puma AIM ISA IHT Service) that target up to 100% Business Relief after two years, Venture Capital Trusts (Puma VCT 13, Puma AIM VCT, Puma Alpha VCT) offering 30% upfront income tax relief and tax-free dividends, and the Puma Alpha EIS fund offering 30% income tax relief and capital gains tax exemption. The associated Puma Property Finance subsidiary arranges first-charge development loans.
Is Puma Investments a public or private company?
Puma Investments is a private company. It is classified as corporate owned and is currently operating.
When was Puma Investments founded?
Puma Investments was founded in 2012. It employs 101 to 250 people.
Where is Puma Investments based?
Puma Investments is headquartered in London, United Kingdom, in the Europe region.
How does Puma Investments make money?
Three revenue lines are on record. Annual Management Fees are the primary driver. The others are performance / Performance Fees and loan Arrangement Fees.
Who are Puma Investments's main competitors?
Direct peers on record are YFM Equity Partners, Albion Capital, Downing, Mobeus Equity Partners, Maven Capital Partners, Foresight Group, Amati Global Investors, Canaccord Wealth (formerly Hargreave Hale), TIME Investments and Octopus Investments.
Does Puma Investments have an API?
No public API is recorded for Puma Investments.
What industry is Puma Investments in?
Puma Investments's product category is Tax-Efficient Investment Management. Its primary akta.pro industry code is FSAEAAAE, Tax-Aware Investment Planning, with a secondary code of FSAEAKAC, Estate Planning & Trust Structuring Advisory. Its NAICS code is 523940 and its SIC code is 6282.