Calculus, a firm specialising in tax-efficient investments, has welcomed Elizabeth Klein (pictured) to its senior team as an investment director.
Klein has experience in investment management, direct investment, deal origination, and equity research, and she will focus largely on the life sciences sector in her role at Calculus.
She joins Calculus from her role as CEO of Klein-Edmonds Associates, an investment coaching and advice firm that she founded in 2015, where she advised C-suite level executives in several organisations on their investment and funding strategies. Klein also helped them build relationships with the UK life sciences community network.
John Glencross, CEO and founder of Calculus, described Klein’s appointment as “a real coup”, adding: “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.”
Klein added that she was “delighted” to be joining Calculus at what she dubbed as an exciting time in the firm’s development. In recent months, the firm has launched a series VCT and EIS offers, which give investors access to a diversified portfolio of UK companies across the technology, healthcare, and entertainment sector. Klein said that this, coupled with the government’s stamp of approval for the continuation of the schemes, ought to mean a very busy time ahead for the company.
