Introduction

We’re Octopus. We offer innovative investments aimed at solving real-life client problems. Right now, we’re building a portfolio of renewable energy assets that will help Australia lower its carbon emissions. These assets will be made available to Australian wholesale investors.

Why trust us? Because for more than a decade, Octopus has been the UK’s largest provider of tax-efficient investments, and the first choice for financial advisers.

And, because we started investing in solar back in 2010, we’ve invested billions on behalf of our investors, and grown to become the UK’s largest owner and operator of solar farms. These solar farms are already generating enough electricity to power hundreds of thousands of homes.

So, when it comes to building and managing renewable energy portfolios, and delivering returns to investors, we know what we’re talking about.

About us

Octopus was founded in the UK in 2000. Since then, it’s been our mission to develop innovative investment and savings products that solve real-life problems. Today we have 700 global employees and manage $15 billion* for more than 60,000 private investors and institutions.

We’re known for doing the simple things well and for putting our customers first. We’re also known for going the extra mile for thousands of UK financial advisers – by giving them everything they need to keep their clients happy. It’s why advisers have awarded us ‘Five Stars’ at the Financial Adviser Service Awards four years in a row, and crowned us ‘Best Tax and Estate Planning Solutions Provider’ at the Moneyfacts Awards in 2016 and 2017.

We’re now applying this same problem-solving, customer-focused approach to the Australian adviser market. We call it ‘a brighter way’, creating better futures for everyone.

*Source: Octopus at 30 September 2018

Meet the team

Sam ReynoldsManaging Director

Sam has overall responsibility for the strategic direction and day-to-day running of the team. Sam started his career in Australia before relocating to the UK, where he has led over $2.1 billion of investment into renewable energy across Europe.

Kate McClure
Kate McClureCommercial Asset Manager

Kate is responsible for the asset management of our Australian clean energy infrastructure assets. Kate has over 4 years of experience in renewable energy, previously worked at PWC and is a qualified Australian chartered accountant.

Nick MaidmentRegional Sales Director

Nick is responsible for building new distribution relationships with wealth management firms. Before joining Octopus, Nick worked at Deutsche Bank, holding various roles within the firm’s Business Development function, covering corporate, institutional, wholesale and retail investors.

Dan McLeanProduct Manager

Dan works on the marketing, communications and distribution of Octopus products. He studied Financial Planning and started his career in Melbourne. In 2014, he moved to the UK and joined the UK Smaller Companies team at Octopus.

Cameron TaylorProduct Manager

Cameron works on the overall product, distribution and regulation of Octopus Australia, building relationships with financial advisers and clients. Prior to this, Cameron worked with a Melbourne-based financial advisory company.

Harry Manistry
Harry ManistyHead of Investments

Harry has more than a decade of experience in the finance and energy sectors and has previously held investment roles at EY and PwC.

Jon FilbeySenior Investment Manager

Jon is responsible for product development and overseeing day-to-day delivery. He has more than a decade of investment experience and completed more than $1.4 billion of utility-scale solar financings.

Andrew WaltonSenior Investment Manager

Andrew has almost a decade of experience gained in M&A investment banking in Australia. Before joining Octopus, he previously held investment roles within infrastructure, energy, telecommunications and technology sectors.

Jessica GumleyInvestment Associate

Jess primarily works on renewable energy investments in Australia. She previously gained experience in Macquarie Capital’s Infrastructure, Utilities and Renewables team in the renewables, transport and infratech sectors.

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