TRANSACTION SUMMARY

On 19th March, Aubrey Capital Management (“Aubrey”) announced that LarrainVial, the Chilean financial services group, had acquired a 25% stake in the Company. Following the transaction, Aubrey will retain full operational independence and remain majority employee-owned, with its largest shareholders and founders remaining in the business.

The transaction supports Aubrey’s enduring commitment to delivering high-quality investment management services to its clients, whilst providing better access to global distribution capabilities and facilitating a collaborative deepening of investment expertise between the two firms. Terms of the transaction were not disclosed.

AUBREY

Aubrey Capital Management is a specialist global investment manager servicing both institutional clients and individuals. Founded in 2006, it is a majority employee-owned business with offices in Edinburgh and London.

LARRIANVIAL

Founded in 1934, LarrainVial is one of the largest financial services groups in Chile, with offices in Chile, Peru, Colombia and the United States. The firm comprises three main business areas: LarranVial Capital (capital markets, research and corporate finance), Wealth Management and Asset Management, which has c. $7bn of AuM.

ROLE

SHP acted as financial adviser to Aubrey.