Alpha Portfolio Service Brochure
Alpha Portfolio Management is very pleased to announce that it has been nominated for the City of London Wealth Management Awards 2019 in the following categories:
• Best Discretionary Wealth Management
• Best Market Newsletter
• Wealth Management Company of the Year
• Regional Wealth Management Company of the Year: Wales & Western England
As a comparatively new name in the wealth management arena, we are extremely pleased that we have been shortlisted by Goodacre UK, the sponsors of the awards. In particular, we are proud that our weekly newsletter, Alpha Bites has been recognised. We would like to think it’s useful and informative. We take great pride in producing it and we hope its slightly quirky point of view is appreciated by readers.
We hope our readers enjoy reading Alpha Bites as much as we like writing them.
Sign up to Alpha Bites using the form to the right of this page.
Voting closed on the 18th of February. Thanks to all who cast their votes for us!
Winners will be announced on the 14th March at the City of London Wealth Management Awards at the Guildhall.
Thank you for your consideration.
The Alpha Team
For further information, please contact:
Andrew Morris – Principal & Head of Business Development
Alpha Portfolio Management 0117 203 3460 or email@example.com
Notes for Editors:
Alpha Portfolio Management (Alpha) specialises in providing discretionary portfolio management to clients of financial advisers. Alpha offers two key investment services, namely the Managed Portfolio Service and Bespoke Portfolio Service. The minimum investment for the Managed Portfolio Service starts at £20,000, with bespoke portfolios managed from £100,000. Both 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.
The Alpha team have a successful track record of working with financial advisers and their clients for over 20 years. Members of the Alpha team have previously been acknowledged for investment performance and their breadth and depth of service.
Alpha Portfolio Management
Tel: 0117 203 3460
1 The Square, Temple Quay, Bristol BS1 6DG
Alpha Portfolio Management is a trading name of R C Brown Investment Management PLC which is authorised and regulated by the Financial Conduct Authority.
© Alpha Portfolio Management 2022. All Rights Reserved
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