Our website publishes news, press releases, opinion and advertorials on various financial organizations, products and services which are commissioned from various Companies, Organizations, PR agencies, Bloggers etc. These commissioned articles are commercial in nature. This is not to be considered as financial advice and should be considered only for information purposes. It does not reflect the views or opinion of our website and is not to be considered an endorsement or a recommendation. We cannot guarantee the accuracy or applicability of any information provided with respect to your individual or personal circumstances. Please seek Professional advice from a qualified professional before making any financial decisions. We link to various third-party websites, affiliate sales networks, and to our advertising partners websites. When you view or click on certain links available on our articles, our partners may compensate us for displaying the content to you or make a purchase or fill a form. This will not incur any additional charges to you. To make things simpler for you to identity or distinguish advertised or sponsored articles or links, you may consider all articles or links hosted on our site as a commercial article placement. We will not be responsible for any loss you may suffer as a result of any omission or inaccuracy on the website.

CALCULUS BOLSTERS SENIOR TEAM WITH NEW INVESTMENT DIRECTOR

 

  • Elizabeth Klein founded Klein-Edmonds Associates which focuses on deal origination and advises small businesses
  • She joins Calculus’ investment team, and will have a focus on the Life Sciences sector
  • Calculus recently launched a new VCT top-up offer and a HMRC-approved Knowledge Intensive EIS Fund

Calculus, a leading provider of tax efficient investments, today announces 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.