Aspen managed portfolio service is now on Analyser and available for review as part of subscribers’ investment due diligence.
The business was founded in 2019 by Andrew Spence, and is based in Edinburgh. It is largely management-owned, alongside a significant shareholding held by platform tech provider FNZ.
The MPS proposition was launched in December 2021, and has £150m in assets under management.
There are 20 core portfolios and eight thematic satellite portfolio options.
The ranges available to assess in Analyser are:
– Core
– Income
– Sustainable
– Passive+
– Satellite
Advisers also get access to Aspen’s Portfolio Discovery system, which it says helps to guide advisers to an appropriate portfolio for their clients and is backed by a suitability report. All collateral is white-labelled to the advice firm.
Aspen chief executive Andrew Spence says: “We are delighted to add our broad range of portfolios to the lang cat’s Analyser tool.
“The introduction of our satellite portfolios to the MPS market is proving popular with advisers using our service, enabling them to create more tailored solutions for their clients.”
There are currently 41 MPS providers available to research in Analyser.
You can find out more about Aspen and the other providers in the MPS directory in Analyser by signing up for a 14 day free trial here.
