About Us

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.  Helping you to achieve your investment goals goes hand-in-hand with our own success.  Our investment 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 importantly we are happy to share our views with you and welcome client interaction.

About Alpha Portfolio Management

We specialise in providing discretionary portfolio management to clients of financial advisers.

Alpha Portfolio Management (Alpha) employs a team-based approach to portfolio management, combining each individual’s knowledge and expertise.

Although a new business, we have a strong pedigree.  Members of the Alpha team have previously been acknowledged for investment performance and breadth and depth of service.  Our attention to detail for both investment and administration services, will ensure that clients will receive a high standard of customer care at all times.

Historically, the team has supported financial advisers and their clients for more than 20 years, and understand that the primary relationship is between the adviser and their client.  We look to support this relationship.

Alpha Portfolio Management is a trading name of R C Brown Investment Management PLC.

Alpha Portfolio Management Team


Research & Investment Team

Within the team, there is considerable research and investment experience. Our capabilities are broad ranging from traditional equities and fixed income investments, to collectives including unit trusts, investment trusts and exchange traded funds and structured products.

Mark Sevier, Head of Research

Mark Sevier, Head of Research

Mark.Sevier@alpha-pm.co.uk
Tel: 0117 203 3460

Mark spent 25 years as a Research Analyst and was a leading ‘Star Mine’ rated stock picker in his specialist field of Media.

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In 2006, he became a Fund Manager and Head of Research at Signature where he was responsible for investment strategy and stock selection.  Whilst in this role, the team won a number of industry awards, with a particular focus on investment performance.  He joined his former colleagues at Alpha Portfolio Management in February 2014.

Mark is a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI). 

 Joe Dyer, Head of Portfolio Management

Joe Dyer, Head of Portfolio Management

Joe.Dyer@alpha-pm.co.uk
Tel: 0117 203 3460

Prior to joining Alpha Portfolio Management in September 2013, Joe worked at Rowan Dartington Signature for 7 years.

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Joe is Head of Portfolio Management and is primarily focused on the management of discretionary portfolios.

He has a degree in Investment and Financial Risk Management from Cass Business School, London and became a CFA Charterholder in 2011.

Joe is a Member of the Chartered Institute for Securities & Investment (MCSI). 

James Gardner, Head of Propositions

James Gardner, Head of Propositions

James.Gardner@alpha-pm.co.uk
Tel: 0117 203 3460

James has been researching and analysing collective based investments including unit trusts, investment trusts, exchange traded funds and structured products since 2006.

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More recently he has also had significant involvement in proposition and business development.  He joined his former colleagues at Alpha Portfolio Management in February 2014.

James was identified as one of Citywire’s Top 30 under 30 in 2011.  He became a Chartered Wealth Manager in 2013 and is a Chartered Fellow of the Chartered Institute of Securities & Investment (Chartered FCSI).

Andrew Morris, Principal & Head of Business Development

Andrew Morris, Principal & Head of Business Development

Andrew.Morris@alpha-pm.co.uk
Tel: 0117 203 3460

Andrew has 30 years experience in stockbroking and fund management.

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For the last 20 years Andrew has worked closely with a wide range of investment professionals and their clients, both domestically and overseas.

Andrew joined the Alpha team and his former colleagues in November 2013.

Andrew is a Fellow of the Chartered Institute of Securities & Investment (FCSI).

David Mann, Head of Private Clients

David Mann, Head of Private Clients

david.mann@alpha-pm.co.uk
Tel: 0117 203 3460

David has overall responsibility for dealing with Private Clients, both existing and new.

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David started his career in the financial industry in 1997 with Rowan Dartington before moving to WH Ireland where he was head of the office for several years.  He left WH Ireland at the end of March 2015 to join Tony and Jane at Alpha.  David is an Associate of the Chartered Institute for Securities and Investments (ACSI). 

Tony Mann, Head of Relationship Management

Tony Mann, Head of Relationship Management

tony.mann@alpha-pm.co.uk
Tel: 0117 203 3460

Tony has been working in the financial services industry since 1958, where he started his career at Carter & Co.

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Tony has been commented as being a seasoned professional due to his vast experience in the industry.  Tony sees things in black and white (mainly because he is colour blind).

Tony joined the Alpha team in April 2015, where he will be concentrating on managing relationships with Private Clients. 

Client Services Team

The team has extensive experience working in the IFA market and are the principal contacts for both clients and financial advisers.

Helen Parry, Head of Client Services

Helen Parry, Head of Client Services

Helen.Parry@alpha-pm.co.uk
Tel: 0117 203 3460

Helen started her career in the financial industry in 1997.

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Having initially started within corporate finance, Helen moved roles to discretionary fund management support and administration, working closely with both clients and financial advisers.

Helen moved to Alpha in September 2013, along with fellow colleagues from the award winning Signature team.  She is first point of contact for both advisers and clients, providing initial and ongoing support.

Jane Mann, Head of Probate Services

Jane Mann, Alpha Portfolio Management

jane.mann@alpha-pm.co.uk
Tel: 0117 203 3460

Jane started her career in the financial industry in June 1979, where she began working with Tony Mann as a transfer clerk with George White, Evans, Tribe & Co.

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Jane then worked for a number of reputable companies, such as Heseltine Moss, Brown Shipley, Rowan Dartington and latterly WH Ireland as an administrative assistant.  Throughout her career, she continued to be essential support for Tony Mann, and more recently David Mann.

Jane joined Alpha Portfolio Management in May 2015 as Head of Probate Services.  Once again, she will be providing support to both Tony and David Mann.

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