Aspen provides financial advisers and planners with a premium investment solution, built around the advice process and delivered by industry leading technology. Aspen aims to act as a dedicated investment partner and not as a provider of products. The firm is committed to delivering high levels of service in a timely and effective manner.

Aspen has the most comprehensive MPS range on the market, with 20 multi-asset portfolios covering five risk categories (Defensive, Conservative, Balanced, Growth and Equity Focus) and four investment styles (Core, Passive Plus, Income & Sustainable). This range is complemented by a curated list of six Satellite portfolios, which focus on specific themes such as Cash Plus, Gilts, High Income and Global Megatrends, which can be used to enhance/complement portfolios.

To partner firms Aspen also provides free access to its Portfolio Discovery tool, its proprietary software designed to aid in the selection of suitable portfolios. It can be completely white-labelled, as can all regular reporting (factsheets, market pulses & monthly market updates etc).

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