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Throughout the year, we host a wide range of online and in-person events for financial advisers, including webinars, in-person sessions, our flagship annual conference, and breakfast briefings covering the latest market issues. Events Throughout the year, we host a variety of online and in-person events for our adviser community and beyond, and we’re also out on the road at third-party events. You can see a selection of the events we run for advisers below. To stay up to date, visit this page or email us at team@aspim.co.uk . Breakthrough Advice Forum 4th June, London 11th June, Manchester 9am - 2pm Find out more > Breakfast briefings For more than a decade, global markets have been shaped by a single dominant force: the United States Join Charlie Parker , managing director, and the Albemarle team at our upcoming breakfast briefings. Is now the time to diversify, or can the US regain its leadership in 2026? Join us over breakfast as we explore: Why US markets have led for so long How politics and protectionism could influence what comes next Whether today’s extreme market concentration is sustainable or a warning sign Designed for financial advisers and paraplanners. 1 hour CPD No events at the moment For more than a decade, global markets have been shaped by a single dominant force: the United States Join Charlie Parker , managing director, and the Albemarle team at our upcoming breakfast briefings. Is now the time to diversify, or can the US regain its leadership in 2026? Join us over breakfast as we explore: Why US markets have led for so long How politics and protectionism could influence what comes next Whether today’s extreme market concentration is sustainable or a warning sign Designed for financial advisers and paraplanners. 1 hour CPD Flagship events Wisdom Shared 2025 Bringing together leading experts and insightful speakers to explore the topics that matter most to our community. Find out more > Rising stars Our Rising Stars event is focused on supporting new advisers. The sessions focus on developing a client bank, long-term personal business planning and entrepreneurial skills. Find out more > Market drop-in Monthly market drop-in, bringing together the community for timely market updates with our CIO, Fahad Hassan. Breakfast briefings Our breakfast sessions are designed to explore the latest investment themes. These briefings provide fresh insights and foster discussion on the key issues shaping today’s investment decisions, helping you stay informed. Get in touch If you would like to discuss your specific requirements, please contact the team directly or email team@aspim.co.uk .

We are a discretionary investment manager, providing advisers and their clients with an investment service they can trust and that delivers good outcomes. With dependable support and cost-effective solutions tailored to a range of objectives and risk profiles, we help advisers grow their business while ensuring clients’ financial goals are met. ​ What we do Our mission is to deliver an investment service you can trust and dependable client support to help your business thrive. We provide cost-effective solutions tailored to a range of investment objectives and risk profiles. Model portfolios A comprehensive range of risk-profiled model portfolios following a robust data-led investment strategy. ASPIM Growth The growth portfolios are for investors who are looking for growth and income by investing in a diversified range of assets and markets worldwide. Find out more > ASPIM Index The index portfolios are for investors who are looking to invest in a diversified range of assets and markets worldwide through passive vehicles. Find out more > ASPIM ESG The ESG portfolios are for investors who are looking to exclude investments in certain parts of the market whilst also pursuing positive change through their investments. Find out more > Model portfolio service ASPIM Growth has been awarded the Defaqto Gold rating for its Discretionary Fund Management (DFM) service for three consecutive years. ASPIM Growth Portfolios Investing for growth (MPS) The growth portfolios are for investors who are looking for growth and income by investing in a diversified range of assets and markets worldwide. MPS portfolio Factsheet Defaqto risk ratings at May 2025. EV standard 1-10, 20 years, at Q2 2025. Dynamic Planner Q1 2025. Past performance is not a guide to future performance. ASPIM Index Portfolios Investing in passive (MPS) The index portfolios are for investors who are looking to invest in a diversified range of assets and markets worldwide through passive vehicles. MPS portfolio Image ASPIM ESG Portfolios Investing ethically (MPS) The ESG portfolios are for investors who are looking to exclude investments in certain parts of the market whilst also pursuing positive change through their investments. MPS portfolio PDF image Important documents Title PDF Multi-asset funds Our multi-asset funds are managed using the same investment strategy as our model portfolios. This approach blends the strengths of our active growth portfolios with additional exposure to diverse asset classes like gold and emerging market debt. Atlantic House Investments is the Investment Adviser for the funds. The authorised corporate director (ACD) is Margetts Fund Management. Prima Cautious Fund Prima Balanced Fund Prima Adventurous Fund Find out more > Why choose us? A proven investment approach Our investment strategy is disciplined, data-led, and academically grounded. We analyse market signals, anticipate trends, and use real-time data to understand changing economic conditions. We’re mindful of behavioural biases, staying focused on the data, not the noise in the market. A community of independently-minded advisers When you partner with Albemarle Street Partners, you join a dynamic community of advisers, from small independent practices to large networks, united by a commitment to delivering good client outcomes. Support you can rely on Our dedicated team supports advisers at every stage of the client journey, providing cost-effective investment solutions, timely market updates, and expert insights that help advisers deliver lasting value and meaningful outcomes for their clients. Independently risk profiled Platform partners How we manage portfolios We believe in the advantages of evidence-based research and the importance of understanding both historical and forward-looking data. Discover more about our philosophy and our approach to investment management. Find out more > Get in touch If you would like to discuss your specific requirements, please contact the team directly or email team@aspim.co.uk .

Our Services This is the space to introduce the Services section. Briefly describe the types of services offered and highlight any special benefits or features. Explore Item Title Two Use this space to promote the business, its products or its services. Help people become familiar with the business and its offerings, creating a sense of connection and trust. Explore Item Title Three Use this space to promote the business, its products or its services. Help people become familiar with the business and its offerings, creating a sense of connection and trust. Explore

Albemarle Street Partners is a discretionary investment manager offering multi-asset model portfolios and funds. The investment manager for the independently-minded financial adviser Albemarle Street Partners is a discretionary investment manager offering multi-asset model portfolios and funds. Embracing change As we reflect on 2025 and look towards 2026 in our annual report, we’re reminded that while technology never stops evolving, the core truths of sound investing remain unchanged. View Annual Report > Investors' guide to markets A visual guide that helps explain compounding, diversification, inflation, market cycles, and more. Thoughtfully designed visuals paired with simple explanations to support better client conversations. Find out more > Breakthrough Advice Forum Where powerful visuals meet breakthrough moments in advice Find out more > Investors' guide to markets Thoughtfully designed visuals paired with simple explanations to support better client conversations. Find out more > A true community We are proud of our thriving community of advisers, from rising talent to seasoned experts, and from small practices to large networks. Throughout the year, we connect, share ideas, and celebrate the profession we love. Model portfolio service (MPS) Our MPS service offers a comprehensive range of portfolios. These portfolios are widely available across all leading investment platforms, providing flexibility and choice for advisers and their clients. View more > Multi-asset funds Our multi-asset funds follow the same proven investment approach as our model portfolios, which have been trusted and widely used by the adviser community for many years. View more > Investment propositions shaped around your advice philosophy We work to enhance the proposition of financial advisers, helping support the long-term growth of their business and deliver more consistent client outcomes. Working with advisers > Latest insights ASPIM Growth has been awarded the Defaqto Gold rating for its Discretionary Fund Management (DFM) service for three consecutive years. Get in touch Eleanor Williams Head of Partnerships +44 020 7043 0100 eleanor.williams@aspim.co.uk Nathan McKerlie Partnerships Manager +44 07931 324 963 nathan.mckerlie@aspim.co.uk Sarah Kennedy Partnerships Manager +44 07931 324 888 sarah.kennedy@aspim.co.uk Ollie Vickers Partnerships Manager +44 07376 452 145 ollie.vickers@aspim.co.uk Press office: asp im@sharecomms.co.uk Follow us on LinkedIn Get in touch Nathan Mckerlie Partnerships manager +44 07931 324 963 nathan.mckerlie@aspim.co.uk Eleanor Williams Partnerships director +44 07931 308 905 eleanor.williams@aspim.co.uk Sarah Kennedy Partnerships manager +44 07931 324 963 sarah.kennedy@aspim.co.uk Ollie Vickers Partnerships manager +44 07376 452 145 ollie.vickers@aspim.co.uk Follow us on For press enquiries, please contact Sarah Plevnik at aspim@sharecomms.co.uk +44 020 7074 3571 or +44 07384 677 969

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