Directly Invested Portfolios
Alternative Investment Market
The AIM portfolio invests in around 30 innovative and growing smaller companies listed on the Alternative Investment Market (AIM). The portfolio is designed to achieve capital growth over the longer term.
Our AIM service has many key benefits, such as:
- Business Property Relief – This will be validated by an external 3rd party
- Competitive Fee Structure – With no initial set up or exit fees
- Inheritance Tax (IHT) Benefit – The opportunity to pass on more of your wealth, whilst retaining access to your capital (should you ever need it).
We spend considerable time constructing the AIM portfolio to gain exposure to a diverse range of sectors. Our analysts identify growing AIM listed businesses with strong balance sheets and the cash flow to support long term growth in shareholder value.
We only use the specific information you (and where applicable, other portfolio advisers) have provided to ensure the best recommendations for you, our client – this is gathered in our Client Profile Form at the on-boarding stage. Our Investment team will conduct an in-depth review of your current risk, objectives, time horizon and financial situation to ensure that the AIM portfolio would be the best option to suit your individual needs.
If you would like to hear more, please get in touch with privateclients@aubreycm.co.uk or call our offices on +44 (0) 131 226 2083
Warning – The value of your investments and its income may go down as well as up, and you may not get back the original amount you invested
The minimum overall investment per client to access the Aubrey directly invested portfolios is £250,000,
Should you wish to invest in more than one of the directly invested and/or multi asset portfolios, the minimum per portfolio is £100,000 (subject to the overall client minimum of £250,000).
Where any Aubrey in-house managed funds are selected for a client portfolio, these are excluded from the overall account management fee.
A fee schedule will be provided at the onboarding stage, providing details of our fees and additional costs and charges information.
Fund Managers
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).
Jay Younger
Investment Analyst
Years at Aubrey
5
Industry experience
6
Jay joined Aubrey in 2018 as an Investment Analyst.
Previously, he was at Kempen Capital Management where he was a Junior Investment Analyst focusing on European Small Cap equities. Jay is a CFA charterholder and holds the Investment Management Certificate, as well as the Certificate in ESG Investing. He graduated from the University of Heriot Watt with a first-class BSc Hons in Economics and Finance.
