Alpha Portfolio Service Brochure
Alpha Portfolio Management is named as a finalist in the Citywire Regional Stars Awards 2019
We are very proud, that for the second year running, Alpha has been shortlisted in the annual Citywire Wealth Manager Regional Stars Awards for 2019 – South West Region!
The awards are directed by financial advisers, who outsource their investment management for their clients, to discretionary investment management companies. Specifically, advisers are asked to score the discretionary firms on a number of criteria, including performance, service levels and reporting. We will know the outcome on the evening of 7th March 2019.
We would like to take this opportunity to thank all the advisers who work with Alpha and invite those who don’t, to get in touch!
Alpha works with financial advisers to enhance their range of investment services and increase choice for their clients. Building long-term relationships that support successful businesses.
If you would like further information on Alpha and our services, please contact Andrew Morris on 0117 203 3460 or via email firstname.lastname@example.org
Andrew Morris – Principal & Head of Business Development
Alpha Portfolio Management
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 stretching over 25 years. Members of the Alpha team have previously received personal industry accolades and have been acknowledged for investment performance and their breadth and depth of service.
Alpha Portfolio Management
Tel: 0117 203 3460
Further information about Alpha Portfolio Management, our products and services, please visit www.alpha-pm.co.uk or email email@example.com.
This publication is for informational purposes only and should not be relied upon. The opinions expressed here represent analysis by an Alpha Portfolio Management representative at the time of preparation and should not be interpreted as investment advice.
You should seek professional advice before making any investment decisions. The past is not necessarily a guide to future performance. The value of shares and the income from them can fall as well as rise and investors may get back less than they originally invested. The sender does not accept legal responsibility for any errors or omissions, in the context of this message, which arise as a result of internet transmission or as a result of changes made to this document after it was sent.
Alpha Portfolio Management is a trading name of R C Brown Investment Management PLC which is authorised and regulated by the FCA.
Registered Office: 1 The Square, Temple Quay, Bristol, BS1 6DG. Registered in England No. 2489639
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