Based in Edinburgh, Aspen provides investment management services to Financial Advisers.
Aspen is the dedicated Managed Portfolio Service, from North Capital. We are based in the heart of Edinburgh - Scotland's financial centre, providing investment management services exclusively to Financial Advisers. We offer 20 portfolio strategies, ranging from our flagship Core portfolios to our sustainable Impact & Innovation strategies, across the risk spectrum. We also provide, to partner adviser firms, a Portfolio Discovery system to help guide advisers and their clients to the right portfolio.
Meet the team:
Managed Portfolio Service, for Financial Advisers
Aspen provides a proprietary portfolio discovery system and investment management services, to Financial Advisers.
Aspen has an experienced team responsible for the stewardship of investment portfolios.
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 IT. There is further resource from the wider North Capital group and external advisers.
Head of Operations
George is responsible for operations and compliance at Aspen, as well as being a member of the investment committee.
Daniel is an investment and quant analyst, at Aspen, and a member of the investment committee.
Johanna supports Aspen in business administration, alongside office management.
John is a Senior Compliance Consultant with ATEB Consulting, who provide specialist compliance support to Aspen.