City of London Wealth Management Awards 2021 Nomination

Alpha Portfolio Management is excited to announce that we have been nominated for a record 5 categories at this year’s awards.


In the following categories:

  • Best Discretionary Wealth Management
  • Best Advisory Service
  • Best Market Newsletter
  • Wealth Management Company of the Year
  • Regional Wealth Manager Of The Year: Wales & Western England

The City of London Wealth Management Awards are unique in that the winners in each category are determined by the investors themselves. The Awards recognise and celebrate the high levels of service and quality present in the UK’s Wealth Management sector.

Results will be announced on the 10th March 2021 and will be hosted by Natasha Kaplinsky via an online Awards Ceremony.

As a comparatively new name in the wealth management arena, we were very proud to win Best Market Newsletter in 2019. Alpha’s staff have worked hard to rise to the challenges of current environment and we would be delighted if you would consider voting for the services we provide or for our investment newsletter Alpha Bites in the forthcoming awards.

Alpha Bites has again been recognised. We take great pride in producing Alpha Bites, we hope readers find it useful and informative, acknowledging its slightly quirky point of view.

If you enjoy reading our newsletters as much as we like writing them, we would be very grateful if you could take a few minutes to vote for us.

Click here to vote or on the COLWMA logo below

Simply complete your name and add your email address, you can then find us in the right drop down menu marked ‘search companies’. Click on Alpha Portfolio Management.

All voters have the option to be included in a free prize draw for a case of Moët & Chandon Champagne.

The voting closes on the 12th February 2021.

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

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 25 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.

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