Tech Review: Octopus Investment

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AT8's Mark Loosmore reports on Octopus Investment's bespoke contact management system which the firm has honed to maximise customer service.

Octopus was formed in 2000 from a group of former Mercury Asset Management fund managers. It focuses on specific niche products including Venture Capital Trusts (VCT), Enterprise Investment Schemes (EIS) and Inheritance Tax (IHT) investment solutions, as well as multi-manager and absolute return funds. In each of these they have carved out a market leadership position. Since its formation, the company has achieved rapid growth, doubling in size every year, even in the current tough market conditions. The success of the company has been as a result of its focus on building and nurturing d...

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