About Us

Aspen powers advisers in delivering an exceptional investment management experience to their clients

We run a range of managed portfolios (MPS), covering a variety of investment styles and risk categories. These core portfolios are complemented by a curated list of satellite portfolios, which enable advisers to gain exposure for clients to specific themes.

We also provide, to partner adviser firms, a Portfolio Discovery system to help guide advisers and their clients to a suitable portfolio.

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Our History

Founded in Edinburgh, Scotland's finance and technology centre

Aspen was founded in 2019 – dedicated to providing financial advisers and their clients a premium investment management service, through our diverse range of managed portfolios and proprietary portfolio discovery software.


We work in partnership with a select group of adviser firms, offering exceptional levels of service and stewardship of client assets.

The complete solution is cost effective and available on most UK platforms.


Aspen operates within the regulatory structure of North Capital Management, in Edinburgh. More detail on North Capital can be found here.


Aspen has a highly experienced management and investment team. There are four members that make up the investment committee, responsible for the management of portfolios. The team is ably supported within operations, research, compliance and software development. There is further resource from the wider North Capital group and external advisers.