Our Strategies
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 privateclients@aubreycm.co.uk 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.
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.
Fund Manager

Chris Sutton
Investment Manager
Years at Aubrey
11
Industry experience
28
Chris is an Investment Manager and is responsible for Aubrey’s Managed Portfolio Service. 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.

Anna Macdonald
Investment Manager
Years at Aubrey
0
Industry experience
27
Anna joined in 2024 as an Investment Manager in Aubrey’s Private Client business.
She began her career at Henderson Global Investors in London, where she co-managed the core UK equity product. After some time living in Kenya, as head of research for Old Mutual Asset Management, she returned to the UK and worked at Threadneedle Investors in London before moving to Edinburgh to work for Adam and Company in 2011. There she led research for the PAM-award winning wealth manager, relaunched the IHT portfolio management service and managed private client portfolios, charities and family OEICs. Anna then spent five years at Amati Global Investors, co-managing their UK Small Cap OEIC, IHT portfolios and Amati AIM VCT. Anna contributes frequently to the Today programme, BBC TV, Sky News and Bloomberg TV.
Anna studied Economics and Philosophy at the London School of Economics, and has been a Chartered Financial Analyst (CFA) Charterholder since 2003. She is a trustee of the independent think tank Reform Scotland and heads up their fundraising committee.