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Mark Livingston, COO

FNZ & Aspen: opening up portfolio management.

About Aspen:
Aspen enables financial planners to deliver an exceptional investment management experience to their clients, through a best-in-class digital experience. In 2022, funding from FNZ allowed Aspen to develop a proprietary ‘Portfolio Discovery’ tool which streamlines the adviser/client experience with a fully white labelled interface, branded factsheets and professional risk profiling journey. Aspen have pioneered the concept of ‘Core & Satellite’ investing, allowing advisers to build more tailored investment solutions for their clients, using MPS building blocks in a few simple steps. Aspen’s unique Satellite portfolios offer solutions ranging from the Gilts portfolio, to Global Megatrends – allowing for fuller customisation of client portfolios.

About Mark:
Mark joined Aspen as COO, to build the operational infrastructure necessary to support the growth ambitions of the business. He is part of the management team setting the strategic direction of the business - moving MPS forward into the digital age. Prior to Aspen, Mark spent 17 years with Aegon Asset Management, where he held a variety of senior roles across finance, business strategy, CASS compliance and operations. Mark is a member of the Chartered Institute of Management Accountants.