Leadership team
Simon Rogerson
Founder and Chief Executive Officer
Octopus Group
Octopus Group
Simon has overall responsibility for the day-to-day decisions and strategic direction of Octopus Group.
Much of his time is spent looking for new opportunities for Octopus, such as moving into the commercial energy sector with Octopus Energy.
Before founding Octopus in 2000, Simon spent two years working at Mercury Asset Management. He holds a first-class MA in Modern Languages from St. Andrews University and is a Chartered Financial Analyst.
Find out more about Simon
Much of his time is spent looking for new opportunities for Octopus, such as moving into the commercial energy sector with Octopus Energy.
Before founding Octopus in 2000, Simon spent two years working at Mercury Asset Management. He holds a first-class MA in Modern Languages from St. Andrews University and is a Chartered Financial Analyst.
Find out more about Simon
Chris Hulatt
Founder
Octopus Group
Octopus Group
Chris is responsible for expanding Octopus Group, particularly among institutional investors. He is also on the investment committees of several Octopus funds.
Before founding Octopus in 2000, Chris led a global equity research team at Mercury Asset Management.
He has a first-class MA in Natural Sciences from Cambridge University and is a Chartered Financial Analyst.
Find out more about Chris
Before founding Octopus in 2000, Chris led a global equity research team at Mercury Asset Management.
He has a first-class MA in Natural Sciences from Cambridge University and is a Chartered Financial Analyst.
Find out more about Chris
Benjamin Davis
Chief Executive Officer
Octopus Investments
Octopus Investments
Benjamin was appointed CEO of Octopus Investments in February 2023. He joined Octopus in 2010, and has broad experience in retail and institutional fund management.
He led our Octopus Healthcare, and then Octopus Real Estate teams for 6 years, chairing its Investment Committee. Prior to Octopus, Benjamin invested across a range of sectors at YFM Equity Partners and Interregnum, and previously worked in technology and consulting.
He led our Octopus Healthcare, and then Octopus Real Estate teams for 6 years, chairing its Investment Committee. Prior to Octopus, Benjamin invested across a range of sectors at YFM Equity Partners and Interregnum, and previously worked in technology and consulting.
Jonathan Digges
Chief Investment Officer
Octopus Investments
Octopus Investments
Jonathan oversees the investment strategy of the six investment businesses which form the
Octopus fund management group.
He joined Octopus in February 2015 as Product Head for Octopus Inheritance Tax Service. Before joining Octopus, Jonathan ran a team at Lloyds that looked after the bank’s non-core equity portfolio.
Jonathan is a qualified Chartered Accountant and has an MA in Geography from the University of Oxford.
Find out more about Jonathan
Octopus fund management group.
He joined Octopus in February 2015 as Product Head for Octopus Inheritance Tax Service. Before joining Octopus, Jonathan ran a team at Lloyds that looked after the bank’s non-core equity portfolio.
Jonathan is a qualified Chartered Accountant and has an MA in Geography from the University of Oxford.
Find out more about Jonathan
Anna Philbrick
Head of People
Anna is responsible for anything related to recruiting, developing and retaining People within Octopus Group.
Her main priority is making Octopus a great place to work, ensuring all employees are treated fairly and equally. Anna joined Octopus in 2017 from the Civil Service, where she lead the Business Partner and Recruitment Team for the Department of Business and Industrial Strategy.
Anna holds a Masters Degree in Human Resource Management and People Development from Nottingham Trent University.
Her main priority is making Octopus a great place to work, ensuring all employees are treated fairly and equally. Anna joined Octopus in 2017 from the Civil Service, where she lead the Business Partner and Recruitment Team for the Department of Business and Industrial Strategy.
Anna holds a Masters Degree in Human Resource Management and People Development from Nottingham Trent University.