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Aspen Advisers

Managed portfolio service and portfolio discovery software for UK financial advisers and their clients

London, United KingdomFounded 2022aspenadvisers.comWebsite technologies

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Highlights

  • Young companyFounded 2022
  • New on EvolcAdded 2026-10-28

About Aspen Advisers

Aspen Advisers Limited runs managed portfolios (MPS) across a range of investment styles and risk categories, complemented by satellite portfolios that give advisers exposure to specific themes. Its Four Seasons portfolio is designed to deliver smoother returns across economic environments and market cycles.

The company also provides a fully own-branded Portfolio Discovery system to partner adviser firms, which assesses reasons for investing, risk appetite and other investor factors to guide clients toward a suitable portfolio. Its services are available solely through financial advisers, and it is authorised and regulated by the Financial Conduct Authority.

The registered company is ASPEN ADVISERS LIMITED, incorporated in 2022 and based in London. The website states the business was founded in 2019 in Edinburgh, where it also lists an office. The management team includes a CEO, CIO, COO and several directors and analysts.

Product: Managed Portfolio Service (MPS) with core and satellite portfolios, plus the Portfolio Discovery client-profiling system for advisers.

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