Alpha Portfolio Service Brochure
They say lightning never strikes the same place twice; however, we are extremely proud to announce that Alpha Portfolio Management has again won the prestigious City of London Wealth Management Award (COLWMA) 2022 for Regional Wealth Manager Of The Year: Wales & Western England. This follows our success with the same award in 2021.
We would like to take this opportunity to thank all those who voted for us. We are honoured by your support.
Andrew Morris Principal & Head of Business Development commented: “We are very appreciative and reassured at the level of support shown for Alpha. We are overjoyed to have had our efforts recognised through a public vote of client satisfaction, winning for a second year running!”
The City of London Wealth Management Awards are unique in that the winners in each category are determined by the actual investors themselves. The Awards recognise, promote and celebrate quality of service from Wealth Management companies and individuals. This year, a record number of votes were polled in an online vote and the awards are highly valued, as investors vote to determine the winners in each category.
A full list of winners can be found here
We would also like to take this opportunity to thank the host Katie Derham , everyone at The Guildhall, Goodacre notably Stephen Pinner and congratulate all the winners and those present.
For further information, please contact:
Andrew Morris – Principal & Head of Business Development
Alpha Portfolio Management
Tel: 0117 203 3460
Background on Alpha Portfolio Management:
Alpha Portfolio Management (Alpha) specialises in providing bespoke investment solutions to clients. Alpha has three discretionary portfolio management services, namely a Bespoke Portfolio Service, a Managed Portfolio Service and an AIM-IHT Portfolio Service. Our propositions are five star Defaqto rated and we believe we have one of the most comprehensive and cost-effective personalised investment offerings in the marketplace.
The minimum investment for the Managed Portfolio Service starts at £20,000, AIM-IHT from £50,000 and for Bespoke Portfolios from £100,000. All services are cost and risk conscious investment propositions drawing on the team’s expertise in investment vehicles ranging from direct equities and bonds to collectives.
Alpha works with an extensive list of third-party providers and our investment solutions are available across five third-party platforms. At 31st December 2021 Alpha’s AuM was in excess of £275m.
© Alpha Portfolio Management 2022. All Rights Reserved
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