Tailored Portfolio Service
At Aubrey, we know that “one size fits all” just doesn’t always cut it. We understand that you may have specific cash needs, set time scales for your investments, income requirements and areas of investment to be favoured or excluded.
Welcome to our tailored portfolio service…
A tailored portfolio is exactly that … it is “tailored” for you. This means making use of your personal allowances such Capital Gains Tax (CGT) and individual savings accounts (ISAs). A tailored portfolio will also deliver benefits to reflect your specific needs such as regular income.
It is Aubrey’s core consideration when offering a “tailored approach” to make sure we can add value for our clients and provide the desired outcome.
If you are looking for a personal financial relationship and a portfolio which has been custom-made to your specific requirements, then a Tailored portfolio could be just what you are looking for.
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 to ensure that a tailored portfolio would be the best option to suit your individual needs.
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.
Warning – 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.
With the complete offering of a bespoke element to this service, as you may expect, our fees would be applied at the higher end of our charging structure. These charges are broken down and split between Aubrey Capital Management (plus VAT) and a 3rd Party Platform Custody Fee (where no VAT applies, but transaction charges may apply).
The minimum overall investment per client to access the Aubrey tailored portfolio service is £500,000.
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.
Where Aubrey in-house managed funds are used within a client portfolio, these are excluded from any charges and are inclusive of the overall account management fee. A fee schedule will be provided to you for review before the agreement process begins.
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).