Multi Asset Portfolios
Aubrey’s Multi Asset Service, is a cost-effective way of gaining access to our range of actively managed ‘best ideas’ portfolios. These portfolios are designed to make it easier for you to achieve your investment objectives, by ensuring that your portfolio is always invested in line with our market views.
We offer a matrix of portfolio options based on:
- Risk: Five risk categories ranging from lower to higher
- Objective: This takes into account whether you are primarily looking for growth from your investments, looking for income to support regular withdrawals, or looking for a combination of returns from both growth and income.
Each portfolio is constructed and regularly monitored based on our research process, whilst giving access to a broad range of asset classes. Within each portfolio we are looking to achieve a balance between risk, cost and opportunity for return. This provides a simple but flexible investment solution.
We only use the specific information you have provided to ensure the best recommendations for you, our client – this is gathered in our Client Profile Form at the on-boarding stage. Our Investment team will conduct an in-depth review of your current risk, objectives, time horizon and financial situation and discuss the optimum options to suit your individual profile.
If you would like to hear more, please get in touch with firstname.lastname@example.org or call our offices on +44 (0) 131 226 2083.
Where Aubrey in-house funds are selected for a client portfolio, these are excluded from any additional charges and are inclusive of the overall account management fee.
A fee schedule will be provided at the onboarding stage, providing expected costs and additional information.
The minimum overall investment per client to access the Aubrey multi asset portfolios is £250,000,
Should you wish to invest in more than one of the multi asset and/or directly invested portfolios, the minimum per portfolio is £100,000 (subject to the overall client minimum of £250,000).
Where any Aubrey in-house managed funds are selected for a client portfolio, these are excluded from the investment management fee.
A fee schedule will be provided at the onboarding stage, providing details of our fees and additional costs and charges information.
The value of your investments and its income may go down as well as up, and you may not get back the original amount you invested.
Years at Aubrey
Chris is an Investment Manager and heads up our Portfolio Management team. He has been with Aubrey since 2014.
Chris was Deputy Regional Director for Rathbone Investment Management in Edinburgh until 2013, having joined the firm in 1997. He was a member of Rathbones national Asset Allocation and Collectives Research Committees and has a significant background in alternative assets. Chris dealt specifically with adviser solutions and has particular experience in managing SIPPs. He joined Aubrey to establish its adviser and MPS services.
Chris is a Chartered Wealth Manager and Chartered FCSI.
Years at Aubrey
David joined Aubrey as an Investment Manager in January 2021.
Before beginning his role at Aubrey, David worked for Turcan Connell Asset Management and then Cornelian Asset Managers. In this latter role, David managed portfolios on behalf of a range of clients, before the firm’s acquisition by Brooks Macdonald.
David attained a MA (Hons) in Social Policy and Politics from the University of Edinburgh. He also holds the Investment Advice Diploma (IAD) and Certificate in Private Client Investment Advice & Management (PCIAM). Additionally, David is a member of the Chartered Institute for Securities & Investment (CISI).