Investing
INVESTING Individual Investor Financial Adviser Institutional Investor FUNDING Entrepreneur Real Estate

About us

We’re the largest manager of Venture Capital Trusts and investments that qualify for relief from inheritance tax.

And we’re proud of how we invest our clients’ money.

Our story

Founded in 2000, Octopus Investments set out to be a financial services company with a difference, and one that put its customers first. A part of Octopus Group, today we manage more than £13 billion on behalf of over 63,000 investors and have over 750 employees.

From the very beginning, we’ve invested in the people, ideas and industries that can change the world and unlock a brighter tomorrow.

We built our expertise in spaces that make a real difference in financial planning. And we’ve designed investments that drive money into those sectors we truly believe in.

2000

the year Octopus was founded

£13.4bn

funds under management *

63,000+

investors entrust us with their money

* Octopus as at 31 December 2023
Funds Under Management data includes undrawn commitments, funds under advisory mandates and funds monitored. It also includes funds under the management of Octopus Renewables Limited.

Simon Rogerson: Agents of Change

Where we invest

Renewable energy

We’re one of the UK’s largest investors in wind and solar farms, paving the way for a greener future.

Smaller companies

We’re supporting entrepreneurs and driving the economy, turning small businesses into big ones.

Healthcare

We’re helping to build state-of-the art care homes, retirement communities and other healthcare facilities.

Property

We finance property investment, helping the UK economy grow by releasing housing stock for redevelopment.

What we believe

We believe the best financial returns will come from investing in companies that care about their impact on the world. Not only should this make a bigger impact on environmental and societal progress, but it also makes investment sense.

Hear from our founder on why responsible investing matters.

Driving change

Long-term investing

Being responsible

We’re proud to be a certified B Corporation ©

Being a B Corp means our social and environmental performance, accountability and transparency have been assessed and certified. We strongly believe that there is no trade-off between ‘doing good’ and making money, and our business can pursue purpose as well as profit. We care about how we do business.

An award-winning investment provider

Octopus has won numerous awards, including the Five Star Investment Provider Award at the Financial Adviser Service Awards, voted for by financial advisers, ten years running.

FASA Awards 10 years

We’re a part of the Octopus Group

Octopus Group is a group of entrepreneurial companies on a mission to invest in the ideas, industries and people that will change the world. We are entrepreneurs and investors, applying our expertise and our clients’ money to build a brighter world for future generations.