Business Description
We aim to provide a personal service that creates the most appropriate investment solution for you. Alpha has been founded with one overriding objective, serving our client’s requirements to the highest possible standard. When it comes to managing your investments, we aim to consistently deliver. Helping you to achieve your investment goals goes hand-in-hand with our own success. Our investment expertise and disciplined research process give us key market insights. Working with many of the City’s leading research houses we have an enviable and fully independent view of the investment universe. More importantly we are happy to share our views with you and welcome client interaction.
Business ServicesDiscretionary Portfolio Management
Alpha Portfolio Management specialises in providing discretionary portfolio management to clients of financial advisers.
The service is designed to work in partnership with the 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.
Business ProductsBespoke Portfolio Service
A bespoke service, not just a bespoke portfolio starting at £100,000.
When a client has specific financial goals in mind and their investments may require a tax efficient way to realise those goals, our bespoke portfolio service can help. Using all our considerable resources, we aim to create an investment portfolio which not only reflects the client’s attitude to risk and their objectives, but is flexible enough to change as their requirements change over time.
Typically we work with financial advisers who provide a risk profile and investment objective together with any restrictions, including identifying any potential tax considerations. A written investment proposal can be produced in preparation of a client meeting when these details are provided.
Our sophisticated portfolio management system ensures efficient and effective management of client portfolios in line with their objectives and risk profiles.
In-specie transfers are often received. These holdings can either be held in the portfolio and excluded/restricted or actively managed, taking into account both portfolio construction and CGT allowances.
Consolidated Tax Certificates are available for both clients and their advisers. A CGT report can also be made available as long as a full transaction history is provided. No tax advice is given to clients.
Propositions within our bespoke service range from asset allocated frameworks, incorporating collectives, to specialist direct equity portfolios.
Ethically minded clients and specific portfolio mandates are welcome.
Managed Portfolio Service
A range of cost conscious portfolios based on our standard strategies, fitting in neatly with market leading risk profiling systems.
We offer 8 structured portfolios covering 6 risk based strategies, incorporating 2 income variants.
Solely Collective Based
Actively managed and designed to be an effective solution to those intending to invest more modest sums and avoid direct investment. This service has the benefit of professional discretionary management with the opportunity to invest on a regular ongoing basis. Initial investments start at £20,000. Portfolios will be comprised on a “whole of marketâ€Â basis such that they can include quoted investment companies and exchange traded funds.
Direct Equity & Collective
A dynamic modelled investment solution that combines direct equity investment together with collectives in a risk conscious framework. A fully diversified portfolio of professionally managed UK equities and collectives that is intended to have the benefit of a lower total expenses compared to a solely collective based solution. Initial investments start at £50,000 with the opportunity to invest on a regular ongoing basis.
AIM-IHT Portfolio Service
The AIM-IHT Portfolio Service seeks to provide clients with an effective way of reducing the Inheritance Tax potentially due on their estate by taking advantage of a legitimate relief - business property relief (BPRÂ). This is available in respect of (among other things) shares in unquoted trading companies listed on the Alternative Investment Market (AIM) which have been held for the required qualifying period of 2 years.
This service provides clients with a simple and effective way of reducing the tax due on their taxable estate. Whilst remaining under the clients control your investments are easily accessible if your circumstances change, likewise, by beneficiaries after death.
The value of AIM quoted shares, and the income derived there from, may go down as well as up and an investor may not recoup the full amount invested. The market price of AIM shares may be highly volatile and may fluctuate significantly in response to a number of factors, certain of which may be outside the control of the companies issuing the securities.
Please note if you are considering investment in an AIM portfolio, please seek professional advice.
Business Staff & ManagementResearch & Investment Team
Mark Sevier, Head of Research
Joe Dyer, Head of Portfolio Management
James Gardner, Head of Propositions
Andrew Morris, Principal & Head of Business Development
Client Services Team
Helen Parry, Head of Client Services
Claire Hudd, Head of Support Service
Business ClientsAs a team, we have many years experience of working with some of the best industry professionals. We pride ourselves on building and sustaining long-term successful client relationships. Our message is simple and straight forward. We believe that we offer an industry leading service combined with award winning portfolio managers, diligent and professional administration, and a clear and fully transparent charging structure that is competitively priced. Our clients are always our top priority. Quality administration is the foundation our service and future is built on. Clarity on our investment stance and disciplined research process keeps you fully abreast of our views that should fuel consistent investment performance.