ABOUT US
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:
TEAM
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.
Andrew Spence
Head of Aspen
Andrew has strategic oversight of Aspen, as well as leading the management of portfolios as Chair of the investment committee.
Brian O'Connor
CEO, North Capital
Brian is CEO of North Capital, supporting Aspen in overall strategy and operations.
Angus Jack
CIO, North Capital
Angus is CIO of North Capital and a member of the investment committee at Aspen.
George Renouf
Head of Operations
George is responsible for operations and compliance at Aspen, as well as being a member of the investment committee.
Daniel Brawley
Investment Analyst
Daniel is an investment and quant analyst, at Aspen, and a member of the investment committee.
Johanna McGrath
Operations Support
Johanna supports Aspen in business administration, alongside office management.
John Begg
Compliance Consultant
John is a Senior Compliance Consultant with ATEB Consulting, who provide specialist compliance support to Aspen.
Edoardo Paluan
Technical Consultant
Edoardo provides key technical and development consulting to Aspen, focused on the Portfolio Discovery system.
Code & Pepper
Development
We use Code & Pepper for the development and ongoing enhancement of our Portfolio Discovery system.