City of London Wealth Management Awards 2021 – Winner!

We are very proud to announce that Alpha Portfolio Management has won the prestigious City of London Wealth Management Award (COLWMA) 2021 for 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 actual investors themselves. The Awards recognise, promote and celebrate quality of service from Wealth Management companies and individuals. This year a record number of over 60,000 votes were polled in an online vote and the awards are highly valued, as investors vote to determine the winners in each category.

Andrew Morris Principal & Head of Business Development commented: “After an extremely challenging twelve months, we are thrilled to have had our efforts recognised through a public vote of client satisfaction. Current lockdown restrictions prevent us from celebrating face to face, but at the earliest opportunity we plan to enjoy a champagne moment together. Clearly this isn’t a time for us to rest on our laurels and take our service levels and investment process for granted, we are working hard to exceed the standards that clients expect from us and we look forward to the future with every confidence”.

We would like to take this opportunity to thank all those who voted for us.

A full list of winners can be found here:

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 investing 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 2020 Alpha’s AuM was in excess of £250m.

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