Jonathan oversees the investment strategy of the fund management businesses which form the Octopus fund management group which manages more than £10 billion of retail and institutional money. Octopus Investments is a multi-strategy alternatives manager, helping investors to generate long-term income and capital growth by investing in sustainable infrastructure and real estate, to back some of Europe’s fastest-growing, most disruptive businesses and to solve some of society’s greatest challenges.
He joined Octopus in February 2015 as Product Head for Octopus Inheritance Tax Service. Before joining Octopus, Jonathan ran a team at Lloyds that looked after the bank’s non-core equity portfolio. He also undertook stints at BNP Paribas, Robert Fleming and PricewaterhouseCoopers.
Jonathan is a qualified Chartered Accountant and has an MA in Geography from the University of Oxford.