Working exclusively with advisers, Aspen offers a personalised approach to managed portfolios.
The Aspen managed portfolios are available exclusively to clients of financial advisers, through third party investment platforms, to provide a cost effective and efficient means of investment. With a clear understanding of the client’s financial goals and risk appetite, the adviser will be able to select an appropriate portfolio from the Aspen range.
Advisers have a wide range of MPS solutions to choose from. Aspen sets itself apart in the following key areas:
Client engagement - Our Portfolio Discovery tool is an innovative and intuitive system to help Advisers isolate key objectives and risk appetite of their client, then guiding to the most appropriate portfolio, from our broad range.
Compliance oversight - Our Portfolio Discovery tool helps advisers ask the important questions relating to the selection of an appropriate portfolio, covering some key regulatory requirements.
Full customisation - We offer complete white-labelling of the Discovery tool, alongside reporting and portfolio factsheets.
Real returns - We adopt real (inflation beating) return investment goals across our portfolios, through a robust, reliable and repeatable investment process.
Cost effective, but not at any cost - We invest in a blend of active and passive funds, in order to create the portfolios we believe have the best chance of achieving their goals.
Boutique manager - Our size and approach means that we are not limited in the fund managers we can select, populating portfolios with truly best of breed funds, across the active universe, to complement core passive holdings.
Responsible stewardship - We recognise the important role we have as stewards of client assets and invest in a responsible and transparent manner.
We aim to have a focused number of partner adviser firms, enabling us to provide high levels of service. For adviser firms wishing to consider Aspen as a core managed portfolio solution, please Contact Us to find out more.
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Portfolio objectives, financial goals, suitability and attitude to risk.
Determine appropriate portfolio, manage and monitor.