Alpha Portfolio Management

Specialties

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.

History

Established in 2014.

Alpha Portfolio Management is a trading name of R C Brown Investment Management PLC. We specialise in providing discretionary portfolio management to clients of financial advisers.

Alpha Portfolio Management (Alpha) employs a team-​based approach to portfolio management, combining each individual’s knowledge and expertise.

Although a new business, we have a strong pedigree. Members of the Alpha team have previously been acknowledged for investment performance and breadth and depth of service. Our attention to detail for both investment and administration services, will ensure that clients will receive a high standard of customer care at all times.

Historically, the team has supported financial advisers and their clients for more than 20 years, and understand that the primary relationship is between the adviser and their client. We look to support this relationship.

Meet the Manager

Andrew M.

Manager

Andrew has 30 years experience in stockbroking and fund management.

For the last 20 years Andrew has worked closely with a wide range of investment professionals and their clients, both domestically and overseas.

Andrew joined the Alpha team and his former colleagues in November 2013.

Andrew is a Fellow of the Chartered Institute of Securities & Investment (FCSI).