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:  

Aspen

Managed Portfolio Service, for Financial Advisers

Aspen provides a proprietary portfolio discovery system and investment management services, to Financial Advisers.

North Capital

Independent Private Investment Office

North Capital is an independent Private Investment Office located in Edinburgh. Specialist advisers to a small number of wealthy individuals and families across the UK and overseas.

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.

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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. 

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Brian O'Connor

CEO, North Capital

Brian is CEO of North Capital, supporting Aspen in overall strategy and operations.

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Angus Jack

CIO, North Capital

Angus is CIO of North Capital and a member of the investment committee at Aspen.

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George Renouf

Head of Operations

George is responsible for operations and compliance at Aspen, as well as being a member of the investment committee.

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Daniel Brawley

Investment Analyst

Daniel is an investment and quant analyst, at Aspen, and a member of the investment committee. 

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Johanna McGrath

Operations Support

Johanna supports Aspen in business administration, alongside office management.

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John Begg

Compliance Consultant

John is a Senior Compliance Consultant with ATEB Consulting, who provide specialist compliance support to Aspen.

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Edoardo Paluan

Technical Consultant 

Edoardo provides key technical and development consulting to Aspen, focused on the Portfolio Discovery system.

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Code & Pepper

Development

We use Code & Pepper for the development and ongoing enhancement of our Portfolio Discovery system. 

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