Aspen provides a Managed Portfolios Service (MPS) and proprietary Portfolio Discovery technology, to Financial Advisers.
The Aspen managed portfolio solution for advisers sets itself apart in choice, service and delivery. Our premium MPS offers the most comprehensive range of managed portfolios on the market, including: 20 Core portfolios and 8 thematic Satellite portfolios – to suit a wide variety of investor requirements.
For a great adviser-client experience in investment selection, we provide partner adviser firms access to our portfolio discovery software. Our tool helps advisers isolate core objectives and risk profile of their client, leading to a suitable portfolio selection.
Please get in touch with us to find out more.
Company Details
- Employees
- 17
- Founded
- -
- Address
- Edinburgh, Gb
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.aspenadvisers.com
- Keywords
- Investments, Risk Parity, Bespoke portfolio management, Wealth Management, Fund selection, Asset allocation, Portfolio construction, Asset Management, Data science, AI.
- HQ
- Edinburgh
Aspen Questions
Aspen's website is http://www.aspenadvisers.com
Aspen's LinkedIn profile is https://uk.linkedin.com/company/aspenadvisers
Aspen has
17 employees.
View email and phone details for 17
employees at Aspen.
Aspen's industry is
Financial Services
Aspen's top competitors are
Wellington Wealth,
Aberdeen,
The Financial Planning Club,
Raven,
Fundment,
Kennox Asset Management,
Calton,
North Capital Management,
Charlotte Square Investment Managers,
Investec.
Aspen's categories are Financial Services
Aspen's founding year is 2019
