Case Study: Aubrey Capital Scales Business; More Than Doubles AUM Since Implementing Eze OMS

About Aubrey Capital Management

Founded in 2006 and based in Edinburgh, Scotland, Aubrey Capital Management is a high conviction asset manager with more than $1.6B in assets under management focused on high growth companies with strong profits and superior cash flow.

The Challenge

Aubrey Capital has seen some great success since its inception, and over the years, the firm realized that with sustained growth comes complexities and new challenges for its investment operations. It was apparent Aubrey needed a system that could institutionalize their infrastructure, automate manual processes, and put controls in place to satisfy investor and regulatory demands.The firm was looking to continue to raise capital and needed to institutionalize their infrastructure. Expertise and service was of extremely high importance – they not only needed the right software, but they needed the right vendor to partner with who had familiarity and around the clock service locally, regionally, and internationally. Additionally, with limited middle- and back-office resources, the firm needed a vendor to not only provide key functionality through technology but a vendor who also offered a managed services solution to act as an extension of their investment operations.