Investing for Individuals
Delivering exceptional investment solutions for everyone
As an investor, the selection of an investment solution is a very important long-term decision. Nevertheless, sometimes an even more challenging question that investors are faced with, is:
Which investment manager should I choose?
Here at Aubrey, we have been supporting our clients with an honest and cost-effective approach to investing. The investment portfolio that best suits your requirements will be carefully chosen, based on your circumstances and objectives.
Although we may manage your money, we treat it like our own.
Aubrey’s services are designed with our clients in mind, to maintain your objectives and support your financial future.
We have an extensive track record of positive investment performance and some of the benefits, when investing with us are:
An award-winning management solution.
Our highly accredited Aubrey name includes, from the “Benchmark Awards 2021 (Best in Class)” to receiving “Citywire’s top 100 Wealth Manager” and Our Bestinvest : Best Funds List (Best Fund). We aim to make the most of your investments, deliver a high level of client service and provide an exceptional bespoke experience.
Expert insights from our leading researchers.
Our investment strategies are built on the detailed research and well-established knowledge within our equity and fund teams, who work tirelessly to ensure our products are always top tier.
Tailored portfolio servicing.
Aubrey is devoted to our Advisers and Clients at each stage of the investment process. Investing with Aubrey will give you direct access to a Personal Investment Manager, an “always on hand” dedicated support team, together with our market-leading research team.
We very much look forward to welcoming you on board!
Investing made easy…
1. Start investing early. Elect Aubrey to provide professional management of your investments.
2. Choose to invest your own way with a range of accounts, such as GIA, ISA or SIPPs
3. Define your objectives. This will impact our recommendations for your portfolio.
4. We discuss with you the risks & other factors that will affect the attainment of your financial goals now and in the future.
5. Based on your Risk & Objectives, Aubrey select a suitable portfolio to help you to reach those financial goals.
Investing your own way…
Aubrey Capital Management look to attract and retain top talent, ensuring our internal investment knowledge and research capability is always at its best.
We provide flexible multi asset and equity-based portfolios, which can include the use of direct investment (in both UK and overseas companies), as well as collective investments.
The Aubrey way … is not “just” to deliver a range of flexible multi asset and equity solutions, but to work together with our Advisers and Clients, to provide a personal investment experience.
Our multi asset team, have extensive experience in working in with Financial Advisers, both currently linked with Aubrey and with some of the UK’s leading Adviser Focused Asset Managers.
You can choose from a wide array of services, designed with you in mind, to make sure we meet your needs and expectations. Our aim is to provide the perfect balance between cost, risk, and opportunity for a greater return.
For additional information and to discuss our investment options onboarding process, please contact privateclients@aubreycm.com or speak to your Aubrey sales representative.
Meet the team…
Chris Sutton
Investment Manager
Years at Aubrey
10
Industry experience
27
Chris is an Investment Manager and heads up Aubrey’s Private Client team. He has been with Aubrey since 2014.
Chris was Deputy Regional Director for Rathbone Investment Management in Edinburgh until 2013, having joined the firm in 1997. He was a member of Rathbones national Asset Allocation and Collectives Research Committees and has a significant background in alternative assets. Chris dealt specifically with adviser solutions and has particular experience in managing SIPPs. He joined Aubrey to establish its adviser and MPS services.
Chris is a Chartered Wealth Manager and Chartered FCSI.
David Neilson
Investment Manager
Years at Aubrey
3
Industry experience
13
David joined Aubrey in January 2021 as Investment Manager in the Private Client team.
Before beginning his role at Aubrey, David worked for Turcan Connell Asset Management and then Cornelian Asset Managers. In this latter role, David managed portfolios on behalf of a range of clients, before the firm’s acquisition by Brooks Macdonald.
David attained a MA (Hons) in Social Policy and Politics from the University of Edinburgh. He also holds the Investment Advice Diploma (IAD) and Certificate in Private Client Investment Advice & Management (PCIAM). Additionally, David is a member of the Chartered Institute for Securities & Investment (CISI).