City of London Wealth Management Awards 2024 Nomination

Alpha Portfolio Management’s extended time as Regional Wealth Manager of the year (Wales & Western England) is coming to end. But we are delighted to announce that we have again been nominated for the City of London Wealth Management Awards for 2024.

Alpha has been nominated in the following four categories:-

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

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. In 2023, the awards attracted over 45,000 votes.

We are extremely proud to have won Regional Wealth Manager of the Year: Wales & Western England in both 2021, 2022 & 2023. We would be delighted if you would consider voting for the services we provide and for our weekly investment newsletter Alpha Bites, in the upcoming awards. If you would like to sign up to receive our weekly investment newsletter, Alpha Bites, please follow this link. Please click here to here to see previous editions.

As a team we take great pride in producing Alpha Bites. We hope readers find it useful and informative, acknowledging its slightly quirky point of view.

The COLWMA voting is now open and we would really appreciate your support!

Click here to vote or on the COLWMA logo below, you will also have the opportunity to enter a prize draw to win a Magnum of Moët & Chandon Champagne.

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 – we are 5th from the top of the list.

Don’t forget, the voting closes on the 15th March at 4pm. Winners will be announced on Thursday 11th April at The Guildhall in London at a Black-Tie Dinner.

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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