Investment Week – Tax Efficiency Awards 2018/19 Finalist

Investment Week – Tax Efficiency Awards 2018/19 shortlisted as a finalist

Alpha Portfolio Management is pleased to announce that it has been shortlisted for the Best AIM IHT Portfolio Service – DFM provider.

 Alongside performance criteria, the awards will acknowledge the degree to which each provider helped promote a greater understanding of the sector and its benefits with investors and, crucially, advisers. The awards are open to all AIM IHT portfolio service providers and managers.

The results are announced on 30th November, good luck to all nominees.

The full list of awards and finalists can be found here:

For further information, please contact:

Andrew Morris – Principal & Head of Business Development
Alpha Portfolio Management

Notes for Editors:

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.

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