WHY ASPEN

Elevate your client’s investment experience with Aspen’s technology and premium managed portfolio solution

The Aspen managed portfolio solution for advisers sets itself apart in choice, service and delivery. Our range of managed portfolios provides unrivalled choice, including our unique satellite portfolio provision. For a great adviser-client experience in investment selection, we provide partner adviser firms access to our portfolio discovery software.

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Pain Points

The Aspen solution

Pain point 1: Time

Portfolio discovery gives advisers the gift of time

Aspen's portfolio discovery software allows advisers to deliver a superior investment solution to all clients, more efficiently - giving you more time on advice and planning with your client.
Pain point 2: Form filling

Say goodbye to form filling and paper questionnaires

Finally, there is an enjoyable experience in sourcing a suitable portfolio for clients, that doesn't require painful form filling and awkward risk questionnaires. Instead, we provide an interactive journey of portfolio discovery aiding the suitability process in an intuitive way.
Pain point 3: Too much choice

How to know which MPS to choose?

Aspen's MPS solution has been built from the ground up, to have all the hallmarks of a sensible investment solution - from cost effectiveness, to a repeatable process delivering reliable performance - allowing advisers and their clients to clearly understand what they are invested in and sleep easy.
Pain point 4: Your client

Aspen is here to solely serve advisers;

The relationship between adviser and client is a trusted one, often spanning years, if not generations. Aspen's sole focus is making that experience great. We provide the investment tools to power and enhance the advice journey through your client's life.

“The Aspen solution has provided a more tailored approach to portfolio selection than any other MPS provider I have seen.”

ANGUS JACK
North Capital Management
PORTFOLIO DISCOVERY

Enjoy the investment selection process, with Aspen’s proprietary portfolio discovery system

We have created an interactive experience between the adviser and the client, so that the journey of finding a suitable portfolio can be consistent, clear, relatable and most of all enjoyable for all.

Our portfolio discovery journey covers key client objectives, risk appetite and leads to informed choices:
 
Reason for Investing
Portfolio Objectives
INCOME REQUIREMENT
PORTFOLIO PREFERENCES
TIME HORIZON
KNOWLEDGE AND EXPERIENCE
RISK PROFILE
RESPONSIBLE INVESTING
PORTFOLIO SELECTION
MANAGED PORTFOLIOS

Experience a premium MPS solution, with Aspen

Whilst there are a number of MPS providers, we believe Aspen stands out for the following reasons:
1/
CHOICE AND FLEXIBILITY
We have a range of 20 managed portfolios, alongside thematic satellite portfolios.
2/
CLEAR AND CONSISTENT INVESTMENT APPROACH
Proven long-term strategic biases, seeking to preserve and grow client capital, in our all-weather approach to investing.
3/
CLOSE COLLABORATION WITH ADVISERS
We work closely with a select group of advisers to ensure our services provide most value to you.
4/
EXPERTISE
Peace of mind that your client’s financial aspirations are in expert hands, with a genuinely global and diversified portfolio
5/
VALUE FOR MONEY
A fully transparent and competitive fee structure, that seeks to offer true value for money.
6/
COMMUNICATION
Regular updates on portfolios and outlook for markets, fully white-labelled for adviser firms.
1/
CHOICE AND FLEXIBILITY
We have a range of 20 managed portfolios, alongside thematic satellite portfolios.
2/
CLEAR AND CONSISTENT INVESTMENT APPROACH
Proven long-term strategic biases, seeking to preserve and grow client capital, in our all-weather approach to investing.
3/
CLOSE COLLABORATION WITH ADVISERS
We work closely with a select group of advisers to ensure our services provide most value to you.
4/
EXPERTISE
Peace of mind that your client’s financial aspirations are in expert hands, with a genuinely global and diversified portfolio
5/
VALUE FOR MONEY
A fully transparent and competitive fee structure, that seeks to offer true value for money.
6/
COMMUNICATION
Regular updates on portfolios and outlook for markets, fully white-labelled for adviser firms.
Adviser Login
Find us
Aspen Advisers, 4 Albyn Place,
Edinburgh, EH2 4NG
Get in touch
+44(0) 131 380 4944
contact@aspenadvisers.com