Our Strategies
Directly Invested Portfolios
Available as:
With a directly invested portfolio, Aubrey will research, analyse, and invest in individual company shares. We offer exposure to attractive growing and innovative businesses selected globally. These portfolios can be invested standalone, or as part of a broader multi-asset portfolio.
Assets can be selected based on their sustainability or ethical criteria and we also provide options to receive Inheritance Tax Benefits (IHT).
Explore the investment options in our directly invested portfolio:
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Available as
Alternative Investment Market
We create a portfolio for you, with a mixture of assets, taken from a selection (approx. 30) of the best innovative UK smaller companies available in the current market
MoreGlobal Growth
We create a portfolio (from around 30 of the best global growth shares), specifically selected from the research and analysis.
MoreSustainable Global Growth
Aubrey’s global growth service is also available with a “sustainable” focused approach. Aubrey will create a portfolio where assets are only selected based on their sustainable and ethical investment approach.
MOREFund Managers
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.
