Directly Invested Portfolios
Global Growth
When choosing the global growth service, Aubrey will create a portfolio from around 30 of the best growing global companies, specifically selected from the research and analysis, carried out by our internal research team.
We believe that innovation and change will accelerate over the coming decades. Investing globally offers an extensive opportunity to identify a wide range of attractive growth opportunities.
Whilst there are around 2,000 companies listed in the UK market, this less than 5% of total global stock market value. Solely focusing on UK listed companies means missing out on exciting, and potentially revolutionary companies, listed elsewhere in the world.
We only use the specific information you 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 Global Growth 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).
John Ewart
Investment Manager
Years at Aubrey
12
Industry experience
36
John is a Director of Aubrey, and Investment Manager of the Global Emerging Markets Strategy. He joined the firm in 2012.
John is a graduate of the University of Strathclyde, with a BA in Economics and, additionally, is a member of the CFA Institute.
John has over 30 years’ investment industry experience across global equity markets. He joined Glasgow-based FS Assurance in 1988, and managed equity portfolios in the UK retail and pension fund market. He then moved to First State Investments in 2000 to manage retail and segregated European client portfolios. In 2004, he moved to Alliance Trust PLC and was a member of the Global Equity Team and subsequently responsible for the Global Emerging Markets portfolio.
Klyzza Lidman
Investment Analyst
Years at Aubrey
8
Industry experience
8
A graduate from the University of Edinburgh Business School, with an MSc in Banking and Risk Management, Klyzza is a Swedish national and has been educated in the Philippines, Sweden, Bahrain, UAE and Saudi Arabia. She holds the Investment Management Certificate (IMC) and Certificate in ESG investing. In 2019, Klyzza won ‘Young Investment Woman of the Year (small to medium firms)’ in Investment Week’s Women in Investment Awards.
