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 is authorised and regulated by the Financial Conduct Authority with FRN: 1007296.


Meet YOUR TEAM

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.
ANDREW SPENCE
CEO
Andrew is founder and Chief Executive at Aspen, as well as being a member of the investment committee.
Mark Livingston
COO
Mark is responsible for operations at Aspen, as well as being head of compliance.
Andrew Johnston
CIO
Andrew is CIO at Aspen and Chair of the investment committee.
Brian O'Connor
Director
Brian is a co-founder at Aspen, supporting the business in overall strategy and operations.
Angus Jack
Director
Angus is a co-founder at Aspen, supporting the business in overall strategy and investments.
Wenda Field
Non-Executive Director
Wenda is the CEO of the Global Advice Ecosystem at FNZ, providing strategic support to Aspen.
Lewis Brasseaux
Head of Strategic Partnerships
Lewis is Head of Strategic Partnerships at Aspen, here to broaden Aspen's partnerships with financial planners.
Euan Elrick
Investment Analyst
Euan is an analyst at Aspen, covering investments, operations and adviser support.
Lewis Toland
Investment Analyst
Lewis is an analyst at Aspen, covering investments, operations and adviser support.
Katy Forbes
Investment Consultant
Katy is a member of the investment committee at Aspen and CIO at North Capital Management
Connor Davidson
Investment Analyst
Connor is an investment analyst for Aspen, through North Capital.
Paul Swan
Investment Analyst
Paul is an investment analyst for Aspen, through North Capital.
Artur Stys
CTO
Artur is Chief Technology Officer at Aspen, with technical oversight of our portfolio discovery application.
Michal Ratkowski
Development Manager
As Development Manager, Michal has operational oversight of the Aspen portfolio discovery application.
John Begg
Compliance Consultant
John is a Senior Compliance Consultant with ATEB Consulting, who provide specialist compliance support to Aspen.
Rusty
Chief Happiness Officer
Rusty is a co-founder at Aspen, with overall responsibility for mental well-being. Rusty is studying towards his CFA.
ANDREW SPENCE
CEO
Andrew is founder and Chief Executive at Aspen, as well as being a member of the investment committee.
Mark Livingston
COO
Mark is responsible for operations at Aspen, as well as being head of compliance.
Andrew Johnston
CIO
Andrew is CIO at Aspen and Chair of the investment committee.
Brian O'Connor
Director
Brian is a co-founder at Aspen, supporting the business in overall strategy and operations.
Angus Jack
Director
Angus is a co-founder at Aspen, supporting the business in overall strategy and investments.
Wenda Field
Non-Executive Director
Wenda is the CEO of the Global Advice Ecosystem at FNZ, providing strategic support to Aspen.
Lewis Brasseaux
Head of Strategic Partnerships
Lewis is Head of Strategic Partnerships at Aspen, here to broaden Aspen's partnerships with financial planners.
Euan Elrick
Investment Analyst
Euan is an analyst at Aspen, covering investments, operations and adviser support.
Lewis Toland
Investment Analyst
Lewis is an analyst at Aspen, covering investments, operations and adviser support.
Katy Forbes
Investment Consultant
Katy is a member of the investment committee at Aspen and CIO at North Capital Management
Connor Davidson
Investment Analyst
Connor is an investment analyst for Aspen, through North Capital.
Paul Swan
Investment Analyst
Paul is an investment analyst for Aspen, through North Capital.
Artur Stys
CTO
Artur is Chief Technology Officer at Aspen, with technical oversight of our portfolio discovery application.
Michal Ratkowski
Development Manager
As Development Manager, Michal has operational oversight of the Aspen portfolio discovery application.
John Begg
Compliance Consultant
John is a Senior Compliance Consultant with ATEB Consulting, who provide specialist compliance support to Aspen.
Rusty
Chief Happiness Officer
Rusty is a co-founder at Aspen, with overall responsibility for mental well-being. Rusty is studying towards his CFA.
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Find us
Aspen Advisers, 4 Albyn Place,
Edinburgh, EH2 4NG
Get in touch
+44(0) 131 380 4944
contact@aspenadvisers.com