Our Strategies

Directly Invested Portfolios

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:

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

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Global Growth

We create a portfolio (from around 30 of the best global growth shares), specifically selected from the research and analysis.

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Sustainable 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.

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Fund Managers

Years at Aubrey

10

Industry experience

27

Chris is an Investment Manager and heads up Aubrey’s Private Client 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

3

Industry experience

13

David joined Aubrey in January 2021 as Investment Manager in the Private Client team.

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).

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Investment Approach

Proprietary Thematic Approach

Identifying growth opportunities in a consistent and repeatable manner.

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Sustainability

In-house ESG Framework

Environmental, Social and Governance analysis based on UN Global Compact.

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Insights

Latest News and Views

Read the latest insights from our experienced investment team.

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