Simon Milne Email and Phone Number

Simon Milne's Location

Edinburgh, Scotland, United Kingdom, United Kingdom

Simon Milne's Contact Details

Simon Milne work email

si****@****m.co.uk View
Valid

Simon Milne personal email

n/a

About Simon Milne

Investment Director with over 30 years of experience in the Wealth Management industry. Skilled in offering investment advice and finding investment solutions for individuals, charities and pension funds. High Active Share Investment Trusts. Graduated from Bristol University.

Simon Milne's Current Company Details

Simon Milne Work Experience Details

Manager

Dounie Asset Management Jan 2019 - Nov 2019

Argyll
Director

Aubrey Wealth Management Sep 2007 - Jan 2019

Edinburgh, United Kingdom

Aubrey Wealth Management was founded in 2007 to offer private individuals, families, trusts and charities an independent, personalised investment management service.We offer our service on a discretionary basis, either as a unique mandate tailored to clients’ individual needs, or on a collective basis via our funds. We offer tailor made AIM IHT Portfolio services and ESG/ Ethical based investment mandates to clientsOur name, Aubrey, echoes the mercantile tradition as… Show more Aubrey Wealth Management was founded in 2007 to offer private individuals, families, trusts and charities an independent, personalised investment management service.We offer our service on a discretionary basis, either as a unique mandate tailored to clients’ individual needs, or on a collective basis via our funds. We offer tailor made AIM IHT Portfolio services and ESG/ Ethical based investment mandates to clientsOur name, Aubrey, echoes the mercantile tradition as embodied by British adventurers and financiers of the 18th century. It recalls, in particular, the fictional hero Jack Aubrey created by Patrick O’Brian in the Aubrey-Maturin series of novels set during the Napoleonic Wars. Show less
Fund Manager

Aubrey Capital Management Ltd. Sep 2007 - Jan 2019

S&W Aubrey Collective Conviction Fund Hargreaves Lansdown Vantage Platform SIPP

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Chief Investment Officer

Murray Beith Murray 1998 - 2007
Fund Manager - Global Equities

Ivory & Sime 1994 - 1998

Simon Milne Skills

Equities Investments Investment Management Mutual Funds Wealth Management Asset Managment Asset Management Investment Strategies Alternative Investments Structured Products Hedge Funds Asset Allocation Fund Of Funds Portfolio Management Bonds Investment Advisory Private Equity Wealth Management Services Capital Markets Etfs Emerging Markets Fixed Income Joint Ventures Inheritance Tax Planning Estate Planning Structured Finance

Frequently Asked Questions about Simon Milne

What is Simon Milne's email address?

Simon Milne's email address is si****@****m.co.uk

What skills is Simon Milne known for?

Simon Milne has skills like Equities, Investments, Investment Management, Mutual Funds, Wealth Management, Asset Managment, Asset Management, Investment Strategies, Alternative Investments, Structured Products, Hedge Funds, Asset Allocation.

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