About Us

Alpha Portfolio Management

Alpha is an award winning bespoke portfolio manager. We specialise in providing discretionary portfolio management to clients.

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

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 30 years, and understand that the primary relationship is between the adviser and their client. We look to support this relationship.

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, product provider or investment platform.

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 clients to achieve their 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.

Meet the ‘A’ 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, Senior Investment Research Analyst

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

Mark has overall responsibility for the research and analysis of investments held and recommended by Alpha Portfolio Management. Having spent 25 years as a Research Analyst, and a leading ‘Star Mine’ rated stock picker in his specialist field of Media, Mark’s past positions also include Head of Research and Head of Equity Research at a local competitor.

During this time, the team won a number of industry awards with a particular focus on investment performance. Mark is a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI).

Joe Dyer, Head of Portfolio Management

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

Joe has overall responsibility for the management of discretionary investment portfolios at Alpha Portfolio Management. Having joined the industry in 2005, Joe has worked in a range of roles, primarily focusing on discretionary portfolio management.

Joe has a degree in Investment and Financial Risk Management from Cass Business School, London, and became a CFA Charter holder in 2011. He is a Chartered Member of the Chartered Institute for Securities & Investment (Chartered MCSI).

James Gardner, Head of Propositions

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

James has overall responsibility for the development of Alpha Portfolio Management’s core propositions, as well as the research and analysis of collective based investments. He has been researching and analysing collective based investments including unit trusts, investment trusts, exchange traded funds and structured products since 2006.

From 2009, James has been developing investment propositions with a broad range of third parties, in particular financial adviser firms. James is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute of Securities & Investment (Chartered FCSI). He was identified as one of Citywire’s ‘Top 30 under 30’ in 2011 and 2014, along with PAM’s ‘Top 40 under 40’ in 2016.

Andrew Morris, Principal & Head of Business Development

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

Andrew is the first point of contact for new business enquires and has overall responsibility for maintaining Alpha Portfolio Management’s ongoing professional relationships, principally with new and existing financial adviser contacts.

Andrew has over 30 years’ experience in stockbroking and fund management. He has previously held a number of senior industry positions and has been widely quoted in finance related media. For more than 20 years, he has worked closely with a wide range of investment professionals and their clients, both domestically and overseas. Andrew is a Fellow of the Chartered Institute of Securities & Investment (FCSI).

David Mann, Head of Private Clients

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

David has primary responsibility for Alpha Portfolio Management’s Private Client operation, dealing with Private Clients and considering their investment needs.

Having started his career in financial services in 1997, David joined Alpha in 2015 from a local competitor, where he was Head of the Bristol Office. David is an Associate of the Chartered Institute for Securities & Investment (ACSI).

Sam McMordie, Trainee Investment Research Analyst

sam.mcmordie@alpha-pm.co.uk
Tel: 0117 203 3460

Sam provides support to the portfolio management team. Working closely with Joe Dyer and Mark Sevier to analyse and report on financial and economic data. Applying both macro and fundamental research approaches, Sam reviews and monitors UK equities and collectives, while also engaging in valuation and stock selection.

With prior experience as a senior associate in a wealth management firm and analytical roles in various consultancies, he holds a CFA Investment Management Certificate and a degree in BSc Financial Mathematics, and he has recently embarked on his journey to obtain the CFA qualification.

Mark Barton, Trainee Portfolio Manager

mark.barton@alpha-pm.co.uk
Tel: 0117 203 3460

Mark is responsible for initial and ongoing administrative support for client’s and their investment portfolios, as well as assisting the investment team specifically with regards to technical support.

Mark started off in the finance department for an insurance company, before moving to a major share registrar. He was handling corporate actions and share dealing services for FTSE 100 companies. He has experience working closely with clients ranging from individual investors to company directors.

Client Services Team

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

Paul Kilkelly, Administrator

Paul.Kilkelly@alpha-pm.co.uk
Tel: 0117 203 3460

Paul is the primary point of contact for Private Clients and Financial Advisers, providing initial and ongoing support to clients, their professionals and Alpha’s investment team.

Paul began his career in the financial services industry in 2016, with a high street building society finishing as a Personal Banking Manager. Latterly, he worked as a relationship manager at a local investment company, supporting the advisers and liaising directly with clients.

Alex Humphreys, Administrator

Alex.Humphreys@alpha-pm.co.uk
Tel: 0117 203 3460

Alex is the primary point of contact for Private Clients and Financial Advisers, providing initial and ongoing support to clients, their professionals and Alpha’s investment team.

Alex began his career in financial services recently with Alpha, having previously worked as an account manager within the Energy industry and also Banking sector.

Jane Mann, Head of Probate Services

Jane Mann, Alpha Portfolio Management

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

Jane has overall responsibility for the provision of the Probate Service at Alpha. She works closely with David Mann, Head of Private Clients, and a range of local professionals.

She has over 20 years of experience in this field and can assist with the validation of shareholdings and production of the probate valuations. Jane’s career in the financial services industry began in 1979. Throughout her various roles, she has provided support for Tony Mann, and more recently David Mann.

Full version

Site by Lookhappy