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

The rise and rise of the mega-cap US technology stocks

We have previously commented on the growth of the ‘Mag 7’ and AI chipmakers, highlighting how global share indices have become ever more concentrated up ... [Read more]

US & Iran - Not there yet The much-anticipated US peace deal with Iran still seems very elusive. ‘Very close’ to a deal but ‘not there yet’, according to US Vice-Pr ... [Read more]

Is Special K toast?   The recent local election results confirmed that Nigel Farage’s Reform UK party is currently the most popular in the UK and would like ... [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