Simon Rogerson: Founder of Octopus Group
Simon Rogerson is an entrepreneurial heavyweight who co-founded his first business, Octopus Investments in 2000 when he was just 24 years old. Since then, it has grown it from a fund manager into a wider group spanning energy, healthcare and investing, built around a purpose-led approach to business.
Before Octopus, Simon started his career in door-to-door sales, studied at St Andrews, and then joined Mercury Asset Management (later Merrill Lynch Investment Managers, now part of BlackRock). He left within a couple of years, together with two colleagues, to found Octopus, at a time when financial services was rated the least trusted industry in the world, a gap he saw as the opportunity.
We discuss how he started his career, the purpose and values of his businesses and how they reached B Corp status.
The information provided in this podcast is for information purposes only and we do not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change. The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. Where Waverton’s advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment. All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
