Calculus bolsters senior team with new investment director

by | Oct 31, 2022

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Calculus, a leading provider of tax efficient investments, today announced the appointment of Elizabeth Klein as Investment Director starting today (31st October 2022). 

Ms. Klein is a seasoned investment management, direct investment, and deal origination expert. She will help lead Calculus with its strategy to build diversified portfolios, utilising her network and relationships to generate deal flow, predominantly in the Life Sciences sector. 

Ms. Klein brings a wealth of experience to the role having advised C-suite level executives in several organisations on their investment and funding strategies and has helped them to build transformational relationships with the UK Life Sciences community network.

Commenting on the appointment, John Glencross, CEO and Founder of Calculus, said: “It’s a real coup to have someone of Elizabeth’s expertise and reputation join Calculus at such a pivotal time for the industry.

“Her breadth of knowledge, agility, and impressive network will undoubtedly be a key factor to our success in the coming months as we strive to help smaller, entrepreneurial growth companies scale-up, as well as creating value for our investors.

“While the current economic climate remains broadly uncertain, the recent endorsement of the sector from the government will enable Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EISs)  to remain as one of the most tax efficient, attractive solutions for those wishing to invest in UK businesses.”

Ms. Klein, who joins from Klein-Edmonds Associates, which she founded in 2015, has a sophisticated level of experience in portfolio management. She brings a commercial mindset to small business strategy, while maintaining an exceptional network of trusted associates.

Her career spans equity research and investment analysis, and her client base includes – amongst others Radnor Capital Partners, Grant Thornton, and the Bio-Industry Association.

Elizabeth Klein on her appointment said: “I am delighted to be joining Calculus at such an exciting time in the firm’s development. In recent months, the firm has launched a series of new and competitive VCT and EIS offers to clients. This, coupled with the government’s stamp of approval for the continuation of the schemes, will mean a very busy time ahead for the company. I’m really looking forward to working with the team.”

Over the last two months, Calculus has launched a new VCT top up offer, which offers investors access to a diversified portfolio of UK companies across the fast-growing sectors of technology, healthcare, and entertainment as well as a new HMRC-approved Knowledge Intensive EIS Fund. 

This new Fund gives investors the opportunity to support early-stage innovative UK companies with a societal purpose and impact. At least 80% of the fund’s capital will be invested into businesses carrying out research and development to create new intellectual property.

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