Funds

Discretionary Service

10% Depreciation Notifications

The Financial Conduct Authority (FCA) mandates that firms providing portfolio management services and hold retail client accounts (such as Aubrey Capital Management) are required to inform investors where the value of their portfolio falls by 10% or more compared with its value in the last periodic statement, and for each subsequent 10% fall in value.

Given the unprecedented falls in the global markets, most of our managed portfolio and private clients will, by now, have received one of these notices.  Following advice from the FCA, we will, until 1 October 2020, deliver further, more general notices of this kind via this website. 

Private clients can check their valuation via the online client portal.  If they do not have access to this or wish to request a valuation or other information, please contact the private client team on chris.sutton@aubreycm.co.uk or john.james@aubreycm.co.uk

While business is continuing as usual, the Aubrey office is closed. Please do not send mail to the office unless necessary and wherever possible provide a confirmation by email.  Our main office line 0131 226 2083 is manned for all Investment Fund, Private Client or Investment Administration enquiries.

Aubrey Wealth Management was founded in 2007 to offer private individuals, families, trusts and charities an independent, personalised investment management service.

Small by choice, private and discrete, we operate much like a traditional family office, investing for the long term without the restrictions faced by larger firms and forming close, professional client relationships founded on trust and confidence.