Multi Asset Portfolios
This Sustainable service takes the same basic multi-asset approach, offering portfolios across different risk levels and objectives, but with the additional overlay of selecting assets based on our internally developed Sustainable Investment approach.
This generally screens out sectors such as those involved in harmful activities and investing in those making a positive impact on the world.
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 needs.
If you would like to hear more, please get in touch with email@example.com or call our offices on +44 (0) 131 226 2083.
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.
Our core investment philosophy within the Sustainable model is to focus on identifying growing companies, sectors and markets, and by extension managers who invest in these areas.
This largely screens out any ‘imperfect’ sectors such as banking, bulk chemicals, energy, extractive industries and tobacco, therefore is ideally suited and aligned to the management of sustainable portfolios.
Aubrey is a signatory to the UN-supported Principles for Responsible Investment (PRI). The six Principles for Responsible Investment are a voluntary and aspirational set of investment principles that offer a menu of possible actions for incorporating ESG issues into investment practice. Please refer to our sustainability tab for more 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.
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).