Awards

Since its inception, Alpha Portfolio Management has won numerous investment awards and has had its outstanding service to clients recognised.

• 2024
  • Winner City of London Wealth Management Awards – Regional Wealth Manager of the Year: Wales & Western England
  • Defaqto – 5 Star rated investment propositions
  • Defaqto – 5 Diamond rated Model Portfolio Service – Platform propositions
  • Defaqto – 5 Diamond rating – Alpha’s AIM IHT Portfolio Service
•  2023
  • Winner City of London Wealth Management Awards – Regional Wealth Manager of the Year: Wales & Western England
  • Defaqto – 5 Star rated investment propositions
  • Defaqto – 5 Diamond rated Model Portfolio Service – Platform propositions
• 2022
  • Winner City of London Wealth Management Awards – Regional Wealth Manager of the Year: Wales & Western England
  • Defaqto – 5 Star rated investment propositions
  • Defaqto – 5 Diamond rated Model Portfolio Service – Platform propositions
•  2021
  • Winner City of London Wealth Management Awards – Regional Wealth Manager of the Year: Wales & Western England
  •  Defaqto – 5 Star rated investment propositions
•  2020
  • Shortlisted for City of London Wealth Management Awards
  •  Defaqto – 5 Star rated investment propositions
•  2019
  • Highly Commended for Investment Week Tax Efficiency Awards – Best AIM IHT Portfolio Service – DFM Provider
  • Nominated for CityWire’s Investment Performance Awards – Aggressive Category
  • Winner City of London Wealth Management Awards – Best Newsletter
  • Shortlisted for CityWire Wealth Manager’s Regional Stars (South West)
  • Defaqto – 5 Star rated investment propositions
• 2018
  • Finalist Investment Week Tax Efficiency Awards – Best AIM IHT Portfolio Service – DFM Provider
  • Shortlisted for CityWire’s Regional Stars (South West)
  • Shortlisted for City of London Wealth Management Awards
  • Wealth Adviser – Best Wealth Manager – Growth Portfolio
  • Defaqto – 5 Star rated investment propositions
• 2017
  • James Gardner – Top 40 under 40
  • Shortlisted for City of London Wealth Management Awards
  • Defaqto – 5 Star rated investment propositions
• 2016
  • Joe Dyer – Top 40 under 40
  • Wealth Adviser – Best Wealth Manager – Balanced Portfolio, Alternative Investments
  • Shortlisted for City of London Wealth Management Awards
  • Defaqto – 5 Star rated investment propositions
• Joe Dyer – Wealth Manager Cover Star 2015
• Shortlisted for City of London Wealth Management Awards 2015
• Defaqto – 5 Star rated investment propositions 2014 & 2015