Our Services

Alpha is an award winning bespoke portfolio manager and offers a range of services that suit all types of investor.

  • Alpha aims to provide a personal service that creates the most appropriate investment solution.
  • We are cost conscious and offer clear and transparent charging.
  • We build long-term relationships that exceeds your expectations.
  • Helping clients achieve their investment goals goes hand-in-hand with our own success.

Whether you would like to keep ultimate control of the decision making or are happy to leave it to us, we have the expertise to administer and manage your assets to achieve the best long-term results. Alpha Portfolio Management (Alpha) offers a range of risk-based investment services, combining extensive research, with a rigorous investment process.

We are:

  • Bristol based, well-respected individuals with a strong investment pedigree.
  • A longstanding award-winning team, with senior members of the team typically working together for a minimum of 10 years.
  • Providers of bespoke investment solutions.
  • In excess of 30 years of expertise.
  • Equity and collective investment skills.
  • Independent managers – no conflicts of interest.
  • Comprehensive research capabilities.
  • Tax efficient investment specialists – SIPPs, ISAs, AIM-IHT
  • First rate customer service – we aim to deliver a positive client experience

We will advise and manage your portfolio paying attention to your investment needs and circumstances. We will consider time horizons, attitude to risk, investment objectives and tax status.

Our expertise spans a broad universe of investments including direct equities, Gilts and fixed interest, unit trusts, Open-Ended Investment Companies (OEICs), investment trusts, investment companies, Exchanged Traded Funds (ETFs) and structured products.

Discretionary Portfolio Management

Alpha specialises in providing discretionary portfolio management to clients.

The service is designed to work with you or in partnership with your financial adviser’s overall wealth management proposition, freeing up time and removing the need for the client or adviser to make investment decisions.

The service allows advisers to outsource the management of a portfolio whilst retaining a direct relationship with the client and responsibility for suitability and appropriateness.

As discretionary managers, the investment team builds and manages a client’s portfolio to a mandate agreed between the client and their adviser, taking into account their investment objective and risk profile.

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