Aspen

Aspen

Financial Services

Powering advisers - with a premium outsourced investment solution.

About us

Aspen provides a Managed Portfolios Service (MPS) and proprietary Portfolio Discovery technology, to Financial Advisers. The Aspen managed portfolio solution for advisers sets itself apart in choice, service and delivery. Our premium MPS offers the most comprehensive range of managed portfolios on the market, including: 20 Core portfolios and 8 thematic Satellite portfolios – to suit a wide variety of investor requirements. For a great adviser-client experience in investment selection, we provide partner adviser firms access to our portfolio discovery software. Our tool helps advisers isolate core objectives and risk profile of their client, leading to a suitable portfolio selection. Please get in touch with us to find out more.

Industry
Financial Services
Company size
2-10 employees
Headquarters
Edinburgh
Type
Privately Held
Founded
2019
Specialties
Investments, Risk Parity, Bespoke portfolio management, Wealth Management, Fund selection, Asset allocation, Portfolio construction, Asset Management, Data science, and AI

Locations

Employees at Aspen

Updates

  • Looking for a simple, tax efficient, daily liquid, low risk solution for cash. The Aspen Gilts portfolio. Chart: Aspen Gilts portfolio Vs. broader Gilts market To recap, we buy short dated, low coupon gilts, so most of your return is in the form of capital gains (CGT free). Gross equivalent yield (if money was in the bank for a HRT payer) would be 7.7%, at present. **Not tax advice. Past performance not a guide to future returns.**

    • No alternative text description for this image
  • We are Hiring! After a successful 2024, we're looking for an Account Manager to join our team. We are looking for someone to support the amazing firms we work with and build long lasting relationships with them. Authenticity, a passion for service, high attention to detail and organisation are key for this role. If you have a proven track record in account management/similar and are ready to take your career to the next level, we want to hear from you! If you also know anyone that may be interested, please feel free to share this with them. For more information, please get in touch with: Mark Livingston, Lewis Brasseaux MCSI, or Andrew Spence.

    • No alternative text description for this image
  • Aspen reposted this

    Aspen has chosen EV’s risk rating methodology to enhance their portfolio risk mapping for financial planners. This collaboration helps financial planners deliver more precise portfolio recommendations aligned with client timeframes and risk profiles. Our methodology delivers: ▪️ Time-horizon focussed risk assessment ▪️ Evaluation of both growth and income risk ▪️ Comprehensive UK fund coverage through FE fundinfo ▪️ Customisable risk scales for different planning needs Financial planners deliver better outcomes using EV risk ratings. #FinancialPlanning #RiskManagement #WealthTech

    • No alternative text description for this image
  • View organization page for Aspen, graphic

    1,593 followers

    Thank you to all of those who attended our end of year event last night at the stunning Gleneagles Townhouse. It was great to see so many come together and look back on what has been a fantastic year. 2024 has been a breakthrough year for us, and we wouldn’t be here without the support of the great firms we work with. Look out for more of our events being added to the 2025 calendar in the coming months...

    • No alternative text description for this image
    • No alternative text description for this image
  • View organization page for Aspen, graphic

    1,593 followers

    Fantastic progress being made by the team at Tikker in conjunction with the design partners. In testing we can already see the significant time savings that can be unlocked through this automation. On top of that, the enhanced audit trail and approval functionality will make the full end to end process much more robust. Looking forward to the first LIVE release soon!

    View organization page for Tikker, graphic

    223 followers

    Thank you to FT Adviser for highlighting the challenges Discretionary Fund Managers face in managing model portfolios across multiple platforms. We're honoured to be featured. As noted in the article, these processes are labour intensive and lack standardisation. This puts huge pressure on the suppliers and needs to be overhauled for the benefit of the whole supply chain. At Tikker, we’re addressing these inefficiencies with solutions designed to streamline rebalancing and ultimately improve consumer outcomes. A big thank you to the team at Momentum Global Investment Management for their support in helping raise awareness and for their collaboration, working with us and our other design partners to drive innovation in this space. Link to article in comments. 

    • No alternative text description for this image
  • View organization page for Aspen, graphic

    1,593 followers

    By popular demand, we are delighted to launch our range of Multi-strategy portfolios. Five curated portfolios of risk-rated multi-asset funds - providing a simple, elegant, solution for financial planners. Each portfolio consists of four multi-asset funds, across: Pure passive, flexible passive, factor based and active - to give a full diversification of style and approach. Managed by Aspen. All delivered for below 50bps. Please get in touch with: lewis.brasseaux@aspenadvisers.com to learn more.

  • View organization page for Aspen, graphic

    1,593 followers

    Aspen CEO Andrew Spence, recently sat down with Lewis Byford from The Financial Planning Club on their podcast to talk about his journey and the evolution of financial planning. The podcast episode is now live and here are the Links to listen on Amazon, Spotify, and Apple Podcasts: Apple Podcasts - https://lnkd.in/e_s-yj4S Amazon - https://lnkd.in/eJQFkfP9 Spotify - https://lnkd.in/eG-AV_f5 If you're looking for help with your firms CIP, then please get in touch - https://lnkd.in/eagB_pyS

    • No alternative text description for this image
  • Aspen reposted this

    It’s our first podcast with one of our amazing collaborators! 💥 Over the next few months, we’ll feature guests from our list of wonderful collaboration partners so you can get to know them—personally, professionally, and the businesses they run 👏🏼 We’re kicking things off with Andrew Spence, Founder and Chief Executive at Aspen! In this episode, Andrew shares his journey and perspective on how financial advice has evolved. Reflecting on the 2013 RDR regulation, Andrew admits he initially thought financial advice would diminish in favour of investment management. But he couldn’t have been more wrong! Over the past decade, the quality and expertise of advisors have improved dramatically, and he now sees the advisor’s role as absolutely central to the process 🫱🏽🫲🏼 📅 Full Episode Release Date: Tuesday 5th October 🎧 Catch a sneak peek in the clip below! Lewis Byford #FinancialPlanningPodcast #PodcastTeaser #FinancialPlanningClub #FinancialAdvice #Collaboration #ProfessionalGrowth

Similar pages