Alternative Investment  

Puma hires new Aim inheritance tax services director

Puma hires new Aim inheritance tax services director

Puma Investments has hired Stuart Rollason as the investment director of its Aim inheritance tax services.

Rollason joins from Kestrel Partners, where he led their alternative investment market inheritance tax service for ten years. He will take over as lead fund manager after a handover period with the current director, Justin Waine.

Rollason initially trained as a doctor in the NHS, before moving into research at Oxford University and then spending time as a research analyst at Beeson Gregory, Panmure Gordon and Nomura.

David Kaye, chief executive of Puma Investments, said: “As an experienced fund manager with considerable expertise in Aim and a considered, conservative approach to investing, Stuart will be a great addition to the business and we look forward to the continued strong performance of the services under his management.

"We are delighted that Stuart has agreed to join Puma Investments as we continue to grow our popular Aim portfolio.” 

The Puma Aim inheritance tax service was launched in 2014, and the portfolio has delivered a compound annual growth rate of 9 per cent to the end of March this year.