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...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes