Jeremy Roberts to Helm Puma Investments as Managing Director
Investor - People | Jul 20, 2025 | Puma Capital Group
Puma Investments has appointed Jeremy Roberts as its Managing Director, marking a strategic milestone in its expansion efforts. Roberts, who has over 25 years of fund management experience, previously held senior roles at GAM Investments, Liontrust Asset Management PLC, and BlackRock. His appointment reflects Puma's ambition to enhance its investment offering for individual investors, financial advisers, and wealth managers. Reporting to David Kaye, CEO, Roberts will aim to unify the firm's retail investor capital strategy and seek new investment opportunities.
Sectors
- Investment Management
- Financial Services
Geography
- United Kingdom – Puma Investments is based in the UK, with significant expansions in Manchester and Edinburgh, and Jeremy Roberts' career has been largely UK-centric.
Industry
- Investment Management – The appointment of Jeremy Roberts as Managing Director at Puma Investments highlights the focus on enhancing investment management offerings for individual investors and advisers.
- Financial Services – The article pertains to the broader financial services sector due to the roles of Puma Investments and Jeremy Roberts in delivering investment solutions.
Financials
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Jeremy Roberts | Managing Director | Person | Jeremy Roberts is appointed as the new Managing Director of Puma Investments, bringing over 25 years of experience in fund management. |
| Puma Investments | Investment Manager | Company | Puma Investments is an investment management firm focused on providing exceptional service and investment opportunities for individual investors and financial advisers. |
| David Kaye | CEO | Person | David Kaye is the CEO of Puma Investments, overseeing strategic initiatives such as Jeremy Roberts' appointment. |
| GAM Investments | Previous Employer | Company | A global asset management firm where Jeremy Roberts recently held a position in global distribution. |
| Liontrust Asset Management PLC | Previous Employer | Company | An asset management firm where Jeremy Roberts has worked, contributing to his extensive experience. |
| BlackRock | Previous Employer | Company | A global investment management firm where Jeremy Roberts served in senior roles for 20 years. |