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Financial Advisers

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Powering Advisers

Exclusively partnering with advisers, Aspen provides a customised managed portfolio experience

Portfolio Discovery

The investment journey starts here

We provide a fully own branded portfolio discovery system - to help guide Advisers to the right portfolio for their clients. The intuitive and interactive system assesses core reasons for investing, risk appetite and other factors that are important to the investor. The aim is to stimulate an engaging conversation on investing between the client and adviser, leaving form filling behind.
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An MPS solution built around the advice process

Aspen provides an industry leading Managed Portfolio Service (MPS) - available solely through financial advisers. We offer a range of portfolio strategies, across the risk and style spectrum, to suit a wide variety of investor requirements.
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Get the latest investment insights and views from the Aspen team in our monthly updates.
May Update
Yield Trouble
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June Update
Earnings, Emerging Markets and All-Time Highs
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July Update
If only AI could control inflation and elections
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