Aspen

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

Aspen's model portfolios are now risk rated by EV - Financial Solutions.  This means financial planners can now research Aspen portfolios via EVPro Invest. For more information, please contact lewis.brasseaux@aspenadvisers.com

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...

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!

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.

2 days to go till our CIP Building webinar in collaboration with The Financial Planning Club! Are you looking to build or evolve your CIP? Then this session is for you. To register simply follow the below link: https://lnkd.in/e5SggPU4

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

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

Our Market Pulse has just landed with Aspen adviser firms - fully white-labelled and oven ready for clients. When something major happens, we write about it, so you don't have to. Next up - US elections. #onthepulse

The Aspen team were delighted to welcome financial planners in Scotland to our winter Breakfast at the stunning Gleneagles Townhouse, alongside Ruffer. Our CEO, Andrew Spence discussed how Aspen are moving MPS forward through Core and Satellite investing, allowing for greater portfolio customisation. Ruffer's Senior Fund Manager, Duncan MacInnes CFA gave an insightful update on their positioning and how they offer true differentiation to a conventional 60/40 portfolio.