Edinburgh based privately owned investment management firm Aubrey Capital Management has appointed David Neilson as an Investment Manager to work within its private client team.
Neilson joins Aubrey from Cornelian Asset Managers Ltd, where he worked as an Investment Manager for a diverse range of private clients, trusts, companies, pensions and charitable portfolios. He also worked closely with external IFAs to secure discretionary and agency business.
Neilson began his career in financial services in 2011 as an Index Analyst at Russell Investments analysing stock market data. In 2013, Neilson joined Turcan Connell Asset Management where he assisted in the management of a wide range of client portfolios.
Neilson has a degree in Social Policy and Politics from the University of Edinburgh. David also holds the Investment Advice Diploma (IAD) and Certificate in Private Client Investment Advice & Management (PCIAM). David is a member of the Chartered Institute for Securities & Investment (CISI)
Aubrey Investment Director, Jon Gumpel, says: “We are delighted to welcome David to Aubrey. We have been developing our range of investment products for the UK intermediary sector and David’s experience and skillsets in multi-asset portfolio services should be a strong addition to the team.“