A new entrant to the Discretionary Fund Management market, Alpha Beta Partners work exclusively with the advice community. They offer low cost, outcome-orientated investment solutions that dovetail with your advice process. Building partnerships based on service and trust, Alpha Beta Partners will leave you in control of your clients and practice.
Active management, at competitive prices.
We are active managers of active and passive instruments; bringing
institutional investment techniques to the retail market.
Investment management, without conflict.
We have no private clients. We don’t offer financial advice.
You can be sure that your clients remain yours.
Tailored strategies, built around your advice process.
Our investment strategies are run
in accordance with your investment propositions and plans.
We have regulatory awareness.
Our solutions are designed to help you meet FCA guidance on suitability,
MiFID II, central investment propositions and costs.
A risk first approach.
Constructed from the outset with risk management in mind, then honed to the
investment advice and associated risks agreed with your clients.
We aim to be disruptors in the market, focused on improving customer outcomes. We are Fintech enabled and adopt a risk first investment approach.
We are a new entrant to the Discretionary Fund Management market and work exclusively with the advice community – we don’t have in-house advisers or work directly with private clients.
The Alpha Beta Partner’s approach is based upon the active management of both active and passive instruments, bringing institutional techniques to the retail market.
OUR INVESTMENT APROACH
» Global. We are not constrained to any particular region(s): we prefer to invest in funds, ETFs and companies that will benefit from long-term secular growth trends, regardless of where they might be listed
» Multi-strategy. The portfolios gain exposure to a wide range of asset classes. Our solutions provide the Core models and are supplemented by a number of active and passive third-party funds
» Medium and long-term. We are long term in our approach to investment and look for investments that will create enduring value for our investors, however the world changes quickly and our tactical asset allocation process takes this into account.
» Technology enabled. We use the latest financial technology to analyse the investment markets and apply institutional techniques to our investment process, we believe retail clients deserve the best and most advanced solutions not just for the reserve of the few.
» Market factors and risk based. Our management style helps us to pinpoint the drivers of global change to capture the most compelling investment opportunities in balance with our risk-based analysis of markets and returns.
» Cost efficient. We have designed our solutions to provide the best market returns at the minimum cost.
We believe there are significant opportunities to deliver better outcomes at lower costs, improving returns to investors and revenue to independent financial advisers (IFAs) and wealth managers. In our view wealth managers and IFAs give away too much value to multiple providers.
MEET THE TEAM
John is an active private equity investor, senior advisor and board director with over 30 years’ experience. After a highly successful 25 year career in the City of London spanning senior roles on both the sell and the buy side at major investment banking and asset management firms.
George is a top level executive with 28 years’ experience in financial services from sales through to board level, laterally concentrating on regulatory issues and reengineering of businesses. His career progression has taken him through all levels in Zurich Financial Services.
A Strategic Leader with 30+ years international experience in roles including; HSBC Global Head Wealth Insurance, CEO Offshore Europe, SVP Wealth and National Sales Director USA , Head of retirement UK and leadership roles with Friends Provident, Prudential and Standard Life.
Shahid is a qualified and accomplished Investment Director with broad experience that includes working with a range of top tier banks, fund management companies, hedge funds and regulators. Recently completed Institute of Director Diploma and Certificate examinations.
Andrew has 29 years’ experience in investment management and distribution. He specialises in the construction and delivery of investment solutions for professional clients. Previously a Business Partner and Head of UK Retail for Sarasin & Partners, London, where he was also Head of Strategic Distribution and Investment Solutions.
Brian has over 40 years fund accounting and transfer agency experience. Previously head of Client Relationship Management and Transfer agency at Capita Financial, Brian has also developed and been responsible for Schroder Unit Trust business as their Operations Director.
Non Executive Director
Prior to forming TRI Investments Limited in 2004 (now called Host Capital Limited), Christopher spent 22 years in the financial services business. The first 10 years was spent working for two national Independent Financial Advisors (IFA’s) specialising in advising clients on investment products and corporate pension schemes.
Quant Investment Manager
Asim has over 10+ years’ experience in the financial services sector with roles in fund accounting, consulting, and quantitative investment risk. He also holds a CFA Charter and is a qualified accountant. Previously he worked as a Senior Manager Risk, specialising in investment and quantitative investment risk.
An exclusive partnership.
We work collaboratively with financial advisers and will take time to understand you and your practice. We won’t force fit ‘off-the-shelf’ solutions. Our service has been developed exclusively for the advice community; only our partners gain access to our proprietary solutions and technology.
POWERING YOUR CENTRALISED INVESTMENT PROPOSITION
Unlike a traditional discretionary manager, we don’t offer off-the-shelf solutions. Instead, we work in genuine partnership with financial advisers to create and run their centralised investment propositions. We create truly global multi-asset portfolios that are tailor-made to your advice process, constructed using our Risk First approach and Smart Asset Allocation.
We are committed to enhancing customer outcomes, delivered through pricing and service levels that we believe are amongst the most competitive in the UK market. Through our partnership with Host Capital, we bring together powerful investment methods that are usually the preserve of very large institutions.
Below is an example of twelve of our tailor-made portfolios, built around a single core investor proposition: to preserve the real value of their assets over time and replicate selective asset performance at low cost. Download portfolio factsheets here
HOW WE CAN HELP
Switch from advisory to discretionary models
Alpha Beta Partners can support wealth advisory and IFA firms that are currently not utilising model portfolios to make the transition to discretionary.
Read case study
Get in contact.
Alpha Beta Partners
73 New Bond Street
London W1S 1RS
t. +44 (0) 207 290 9490
e. Send an email