13
Unicorn Asset Management was established in 2000 and is an
independently owned and managed company. It specialises in investing
in UK small and mid-cap companies, AIM and fledgling markets.
Unicorn operates a team based approach to investment management
and its experienced, committed and well-resourced investment team
has almost 100 years’ of combined experience. Unicorn is focused on
being the ‘best not the biggest’ and its funds aim to deliver long term
outperformance. Unlike many investment firms, Unicorn is majority
owned by its directors and managers, providing further incentive to help
ensure that the funds deliver consistently strong performance.
Unicorn currently manages £861 million (30/04/2015) across a range of
funds designed to satisfy a variety of investor requirements, including
UK Income, UK Growth, UK Smaller Companies, an investment trust and
an AIM focused VCT.
At Triple Point our investment philosophy is simple; we target opportunities
which offer our investors:
• Capital Security
• Liquidity
• Transparent Exit Strategies
This approach is designed to create value for our investors and deliver
sustainable growth for the businesses which we fund.
Our experience and expertise enables us to unlock unique opportunities
for our investors. To deliver these we match the requirements of private
investors seeking capital security, liquidity and a clear exit strategy with
the needs of carefully vetted small and medium sized companies seeking
funding.
Typically, we select opportunities which fund tangible assets, or help
organisations to deliver the essential services they provide to their
customers. We select high return investments from across a range of
sectors which has included technology, renewable energy, and asset
finance.
Graham Robertson
020 7201 8979
Chris Hutchinson
020 7253 0889
With more than £5 billion in assets under management, and over 50,000
investors, Octopus is one of the UK’s fastest-growing fund management
companies. We create investment solutions that combine expertise in
smaller company investing with government-approved tax reliefs.
But we don’t just focus on developing innovative products and solving
client problems. For financial advisers, a relationship with Octopus means:
• Invitations to attend roadshows, seminars and online webinars that
qualify for structured CPD.
• Thought leadership and innovation, such as our 2014 High Growth Small
Business Report and our Thinking Differently about Retirement Planning
brochure.
• Client-friendly literature designed to educate and inform.
We’re very grateful for the support of advisers who recommend our
products. We’re keen for financial advisers to talk to us about anything
that they might want help with, and we have more than 60 dedicated staff
working across our business development and client relations teams.
Diana French
0800 316 2298
Christopher Moakes
01189 383508
PwC’s venture capital tax team comprises tax practitioners dedicated
to advising Venture Capital Trusts, EIS funds, SMEs, early-stage growth
companies, and business owners on the tax issues impacting them.
As well as expertise on venture capital tax reliefs, the team has a broad
range of skills advising on corporate and shareholder taxes, transactions,
management incentives, financing and innovation incentives such as R&D,
Patent Box and Creative Sector reliefs.
We have a national network of EIS and SEIS specialists and a group of
specialist advisors who focus on VCT, IHT and BPR qualifying funds. We also
have access to PwC’s wider tax and international network and work closely
with PwC’s Fast Growth Companies team which brings a range of expertise
to early stage businesses, including: corporate finance, consulting and
assurance related service offerings.
The legislation governing venture capital tax reliefs can be very complex,
and our firm has been advising in this area since the inception of the
schemes in the 1990s.
