Aubrey Capital Management is a focused global growth equity manager delivering high active share conviction funds and institutional mandates. Since joining Close Brothers in 2007, he has been responsible for the implementation and oversight of all strategic projects including the integration of acquired companies, regulatory change initiatives and a wide variety relating to business transformation.
The history of the team traces its roots back to Stewart Ivory & Company Limited, which was formed in 1985 by the merger of Stewart Fund Managers Limited and Ivory & Investment Management Co. Stewart Fund Managers can trace its history to the establishment of The Scottish American Investment Company plc, Edinburgh’s oldest investment trust, in 1873.
Charlotte Square was founded in 2003 by highly experienced investment managers, and we continue to operate as an investment boutique, where clients will receive personal and professional service from those actively involved in making the decisions about their investment portfolios.
Staff teaching on the programme are at the forefront of research and practice in finance and investment management and most are also members of the Centre for Finance & Investment (CFI) which brings Heriot-Watt academics with an interest in finance and investment together with senior practitioners from the local financial community.
Murray Asset Management are experts in wealth management in Edinburgh, our team contains experts in Investment Management , Pensions & retirement planning as well as Life Assurance & Protection Our clients interests are at the heart of everything that we do, we are a service not a product.
You also agree not to disclose or disseminate the Holdings Information to any third party and to treat the Holdings Information as nonpublic and proprietary, and you further acknowledge that the Holdings Information constitutes a valuable asset of FTI, the Funds and Fund shareholders.
The Edinburgh office will be managed by Claire Manson, a member of the European equity team and manager of the OYSTER European Mid & Small Cap fund, and Derek Borthwick, who joined the group in April this year as business development director for Scotland, the North of England, and Northern Ireland.
Our Edinburgh investment management experts can also do a full review of your pension investments, and any other assets you may have, and give you a full wealth management report along with advice on how you can maximise your earnings across the board.