Tailored Portfolios, Personally Managed

Aubrey’s Private Clients team works with a select group of families, individuals and charities to manage their assets and grow their wealth. This is a personalised service, grounded in the manager’s experience and designed for clients who value insight over scale. We invest actively, building bespoke portfolios with differentiated funds and high-quality growth stocks.

Our Approach

• A Wealth Partner, Not Just a Manager – Private Clients have direct access to their portfolio manager. Investments are personally selected, with transparency and accountability, reflecting our experience and knowledge of each client.

• Access to the Interesting, Not the Obvious – We invest differently, identifying differentiated investment funds with real potential. Often harder to find, and overlooked by larger institutions, we believe they are more focussed on delivering for their investors. A carefully selected mix of these funds can deliver strong performance and meaningful diversification.

• Local Firm, Global Perspective – Private Clients benefit from the Aubrey’s broader investment expertise in Developed and Emerging Markets. This brings a truly global perspective when adding direct stocks to client portfolios.

• Investing with Focus – Our approach avoids the uniformity of large institutions. It is designed for those who think independently, by people who think independently. No box-ticking, no risk model and no committee thinking.