Alpha Portfolio Management

About Alpha Portfolio Management

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Alpha is an award winning bespoke portfolio manager.

We specialise in providing discretionary portfolio management to clients.

As portfolio managers, we are able to offer impartial advice on investments to private clients, investment professionals, professional advisers, companies, charities and trusts.

We have a passion for what we do. Portfolio management as it should be personalised, yet professional. A blend of expertise that delivers an approachable yet structured service that is expertly administered and supported. As an owner managed business our interests are fully aligned with yours. Furthermore we have invested in the company and building a successful and sustainable business is paramount to us. Indeed our own money is managed in line with that of our clients.

We take our responsibilities seriously. Your best interests are our primary responsibility. We hope to exceed your expectations, if we don’t, please let us know.

We offer a range of services that suit all types of investor.

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 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.

When it comes to investment, research is at the heart of what we do.

We believe, consistently doing the right thing will deliver positive long term returns. Past experience has taught us that successful investment is more of an art than a science. It’s about buying, owning and ultimately knowing when to sell the right investments at the right time. Through good times and bad, our insights have evolved over the years. Not only has it taught us many key investment disciplines but through knowledge and understanding, experience has taught us it’s about asking the right questions, to the right people, at the right time.

Ultimately seeking to get the risk: reward ratio in our clients favour.

Our services cover:

Bespoke Portfolio Management
Managed Portfolio Solutions.

Tax Efficient Investing.

AIM IHT.

Probate Services.