George Rooke

George Rooke is an experienced investment professional currently working as an Impact & Private Equity Investment Specialist at M&G plc in London, England.1 He previously held the position of Strategic Partnerships Manager at Octopus Investments from October 2018 to June 2022.1

During his time at Octopus Investments, Rooke worked on the distribution of various investment capabilities, including venture capital, renewable energy investing, healthcare, and private credit to wealth managers.1 He was involved in the company's efforts to provide Inheritance Tax (IHT) solutions, Venture Capital Trusts (VCT), Enterprise Investment Schemes (EIS), and Multi Manager funds.1

Prior to his role at Octopus, Rooke had significant experience in the financial sector:

1. He worked at Wealthsimple, helping to set up and roll out one of North America's most successful online wealth management businesses in the UK.1

2. At UBS Wealth Management, he served as a Client Advisor in the Ultra High Net Worth team from January 2011 to January 2017, providing advice on asset and liability management to entrepreneurs, financial professionals, and families.1

3. Rooke also held positions at Man Investments from 2002 to 2010, where he was involved in sales and business development for various investment products.1

George Rooke holds a BA (Hons) in International Relations from the University of Sussex.1