Welcome – First & Foremost

About us

About Us Working with Clients Working with Advisers

We aim to provide a personal service that creates the most appropriate investment solution for you Alpha has been founded with one overriding objective, serving our clients requirements to the highest possible standard. When it comes to managing your investments, we aim to consistently deliver.

Our Services

Bespoke Portfolio Managed Portfolio Tax Efficient Investing AIM IHT Portfolio

We offer a range of services that suit all types of investor Whether you would like to keep ultimate control of the decision making or are happy to leave it to us, we have the expertise to administer and manage your assets to achieve the best long-term result.

Our Approach

Investment Philosophy Research Our Portfolios

When it comes to investment, research is at the heart of what we do. We believe, consistently doing the right thing will deliver positive long term returns. Past experience has taught us that successful investment is more of an art than a science.

Alpha Bites

... bite sized pieces of financial information

Made in China 2025

  Some ten years ago, China launched its ‘Made in China 2025’ strategy, the goal of which was to achieve over 70% self-sufficiency within a deca ... [Read more]

AI – Who has the energy? As we highlighted in last week’s Alpha Bites - Super Powers, according to AI chipmaker NVIDIA’s CEO Jensen Huang, ‘China is going to win the ... [Read more]

Super Powers   President Trump described his recent meeting with Chinese Premier Xi Jinping as ‘amazing', and markets have welcomed an apparent easin ... [Read more]

About us
Our Services
Our Approach
Alpha Bites

Welcome – First & Foremost

Alpha is an award winning bespoke portfolio manager. Portfolio management as it should be – personalised, yet professional. We have many years of experience of working with clients. Offering a blend of knowledge and investment expertise that delivers an approachable yet structured service, that is expertly administered and supported. As a discretionary investment manager, we believe we have one of the most comprehensive investment offerings in the market place. We are able to offer a tailored solution, bespoke to clients working with your preferred professional adviser, product provider or investment platform. Alpha is able to offer impartial advice on investments to private clients, investment professionals, professional advisers, companies, charities and trusts.

We take our responsibilities seriously. Your best interests are our primary responsibility. We hope to exceed your expectations, if we don’t, please let us know.

Discretionary Management

Bespoke Portfolio Service

Managed Portfolio Service

AIM IHT Portfolio Service

Online valuations

Publications

Click here to see our award winning newsletter

Publicity

Click here to see our latest Publicity.

Alpha Bites Newsletter

Investment Philosophy

When it comes to investment, research is at the heart of what we do. We believe, consistently doing the right thing will deliver positive long term returns. Past experience has taught us that successful investment is more of an art than a science.

[more]

Working with Financial Advisers

As a team, we have a long history of working with some of the leading industry professionals. We pride ourselves on building and sustaining successful long-term client relationships.

[more]

Working with Clients

Previous experience has shown that our approach to investment management has consistently delivered for clients. Our acknowledged expertise and disciplined research process give us key market insights. Working with many of the City’s leading research houses we have an enviable and fully independent view of our investment universe.

[more]

Full version