Team

Chris has been covering UK Equity Investments since 1998 with a particular focus on small and mid-sized businesses. He collaborates with the investment team across Unicorn AIM VCT, Unicorn AIM IHT Service and Segregated Accounts. Chris joined Unicorn in 2005 and is also co-manager of Unicorn Outstanding British Companies Fund.

Cleo has been with Unicorn since 2024 and brings extensive expertise in both public and private markets. Prior to joining Unicorn, Cleo spent over seven years at Maven Capital Partners, where she contributed to the success of its highly regarded VCT range. At Unicorn, Cleo is a CFA Level II Canditate and a part of the team managing the OEIC, AIM VCT, IHT portfolios, and Segregated Accounts. She graduated from the University of Strathclyde with a BSc (Hons) in Mathematics, Statistics, and Finance.

Cordelia joined the team in 2022 having previously worked as an Investment Banking Analyst at J.P. Morgan. A holder of the CFA Level 4 certificate in ESG Investing, Cordelia leads Unicorn’s ESG function, working as part of the investment team across the OEIC, AIM VCT, IHT Portfolios and Segregated Accounts. Cordelia is a CFA Level III Candidate and graduated from London School of Economics & Political Science (LSE) with a BSc in Economic History.

Fraser joined Unicorn in 2008 and is co-manager of the Unicorn UK Income Strategy, UK Smaller Companies & UK Growth Funds as well as collaborating with the Investment team across the OEIC, AIM VCT, AIM IHT Portfolios and Segregated Accounts. Having previously held positions with F&C Asset Management and Geoghegan & Co Chartered Accountants, Fraser graduated from the University of St Andrews in 2003 with a degree in Economics and Management and is a Fellow of the Association of Chartered Certified Accountants.

Max joined Unicorn in 2014 and is co-manager of the Unicorn Outstanding British Companies Fund as well as collaborating with the Investment team across the OEIC, AIM VCT, AIM IHT Portfolios and Segregated Accounts. Prior to Unicorn Max worked as an investment manager with Brewin Dolphin. Max graduated from Newcastle University in 2009 with a First-Class degree.

Peter has been manager of the Unicorn Mastertrust fund since 2001, as well as working with the wider Investment team. His knowledge of the collective funds industry was acquired as an investment trust analyst and commentator between 1983 and 2001. From 1983 to 1988 he was the investment trust analyst at Hoare Govett (now ABN Amro), In 1988 Peter joined Credit Lyonnais Securities, where he lead the Investment Trust department and authored the Investment Trust Yearbook until 1999.

Simon joined Unicorn in 2008 and is co-manager of the Unicorn UK Income Strategy, UK Smaller Companies and UK Growth Funds as well as collaborating with the Investment team across the OEIC, AIM VCT, AIM IHT Portfolios and Segregated Accounts. Prior to joining Unicorn, Simon worked as a research analyst at JM Finn & Co. Stockbrokers and spent three years in the NHS graduate finance scheme.

Alisdair joined Unicorn in 2021, bringing over a decade of industry experience, most recently with LGBR Capital. He is a member of the firm’s Executive Leadership Team and serves as the firm’s Money Laundering Reporting Officer (MLRO), with responsibilities spanning operations, compliance, fund oversight, communications and strategy. He works closely with the Investment and Risk & Compliance teams across all strategies.

Alisdair is a Professional Member of the International Compliance Association (MICA) and holds the ICA Diploma in Governance, Risk and Compliance. He graduated from Royal Holloway, University of London and holds a Master’s degree from the University of East Anglia.

Jaimin joined unicorn in 2018 after gaining his MSc in Accounting and finance from the University of Nottingham. Monitoring portfolios day to day, Jaimin delivers statistical analysis to both Risk and Portfolio Review Committees, as well as providing support to the wider Investment, Operations & ESG teams across the OEIC, AIM Services and Managed Accounts.

Mark Westcott began his career in equity markets in 2007. He co-founded ShadowFall Capital & Research, a research-driven investment firm where he oversaw operations, investor relationships, and business strategy. He held senior roles at Singer Capital Markets, including Head of Product and Chief Strategy Officer, and served as Head of Equity Sales at Cantor Fitzgerald Europe. Mark joined Unicorn in 2024 to strengthen institutional relationships and expand the firm’s global strategy.

Romana joined Unicorn in May 2024 having previously worked as a Senior Compliance Specialist for Mercer in Boston, USA. Prior to that she held compliance roles at Ingenious Media, Barclays Bank, Babson Capital, SEI Investments and Cantor Index. Romana graduated from the University of Greenwich in 2002 with a LLB (Hons) Law with French. Romana joined Unicorn to strengthen the compliance function and provide dedicated compliance support to the firm.

Philip helped found Unicorn whilst at the merchant bank Granville and joined the team full time in 2001. Philip graduated in 1982 from UCL with a BSc in Economics and qualified as a Chartered Accountant with Touche Ross prior to joining Granville in 1987. A board member, Philip has responsibility for finance and compliance at Unicorn and works closely with the wider Risk & Compliance team.

A fully qualified Accountant, Simon joined Unicorn in 2014 after gaining a BSc in Economics and an MSc in Business Analysis and Management from Loughborough University and holds the International Certificate in Financial Services Risk Management. Focussed on the risk, finance and operational side of the business, Simon is responsible for assessing risk in investment portfolios and monitoring risk appetite, risk budget, limits and triggers. Simon chairs the Portfolio Risk Committee and works closely with the wider Risk & Compliance team across the OEIC, AIM Services and Managed Accounts.

Peter has spent several decades connected to the City of London, with a particular focus on venture capital and smaller companies in both the UK and the United States. He co-founded Abingworth plc, which under his leadership became a London-listed venture capital company. Over its life, Abingworth invested predominantly in US growth businesses while also backing innovative UK companies. Successful investments during this period included very early-stage positions in companies such as Apple, Standard Microsystems and Advanced Cardiovascular Systems in the United States, as well as City Centre Restaurants in the UK. Peter also served on the boards of a number of investee companies, reinforcing his long-standing commitment to active oversight and value creation.

In subsequent years, Peter has served as a non-executive director and chair across a wide range of listed companies, investment trusts and venture capital trusts. His roles have included chairmanships and senior independent directorships at investment vehicles focused on UK micro-cap, renewable infrastructure and AIM-listed growth companies, as well as board positions within operating businesses across sectors including social housing, technology and financial services. Peter’s career reflects deep experience across public and private markets, a long-standing commitment to smaller companies investing and a consistent record of stewardship on behalf of shareholders.

Richard is a highly experienced investment professional with a distinguished career spanning both portfolio management and asset management leadership. He spent over 25 years at Flemings in London and New York, where he worked as an investment analyst and fund manager, gaining extensive experience across international equity markets and institutional portfolio management. Following the sale of Robert Fleming in 2000, he was appointed to establish the asset management business for Fleming Family and Partners. He served first as CEO and, from 2010, as Chairman of FF&P Asset Management and subsequently Stonehage Fleming Investment Management, providing strategic oversight and guiding the business through its development as a leading private client investment manager. He continues to serve as a Senior Adviser to Stonehage Fleming.

Richard read History at Corpus Christi College, Oxford. In addition to his advisory work, he holds a number of non-executive and trustee appointments, including as a director or trustee of the Dulverton Trust, the College of Arms Trust and the Fremantle Trust. He is also a member of Corpus Christi College’s Endowment Advisory Board and chairs the Dulverton Finance Committee, reflecting his longstanding commitment to governance, endowment oversight and responsible charitable investment management.