Investment Week – Tax Efficiency Awards 2018/19 Finalist

Alpha Portfolio Management are very pleased to announce that we have been named as a finalist for the Investment Week Tax Efficiency Awards 2018/19 in the following category:

• Best AIM IHT Portfolio Service – DFM provider

Alongside performance criteria, the awards acknowledge the degree to which each provider helped promote a greater understanding of the sector and its benefits with investors and advisers. We feel Interest in the tax-efficient sector has never been as high.

Lead Manager, Mark Sevier, Head of Research at Alpha has extensive experience in AIM companies. As a comparatively new name in the wealth management arena, we are extremely pleased that the breadth and scope of our service has been recognised along with our consistent performance.

Click here to see a list of finalists.

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Thank you for your consideration.

The Alpha Team

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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