Alpha Portfolio Management

Alpha Portfolio Management

Investment Management Quay, United Kingdom 10 employees
Employees
10
Contacts
2
Emails
2
Phones
1

Alpha Portfolio Management Overview

Headquarters
Quay, United Kingdom
Phone Number
Available in AeroLeads
Website
alpha-pm.co.uk
Industry
Investment Management
Employees
10
Company Email
Available in AeroLeads
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About Alpha Portfolio Management

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. 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 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 received a high standard of customer care at all times. Historically, the team have supported financial advisers and their clients for more than 20 years, and understand that the primary relationship is between the adviser and their client and we look to support this relationship. This page and any downloadable content may not be suitable for all recipients and does not constitute a personal recommendation to invest. The past is not necessarily a guide to future performance. The value of shares and the income from them can fall as well as rise and investors may get back less than they originally invested. All estimates and prospective figures quoted in any publication are forecasts and are not guaranteed.

Alpha Portfolio Management Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
1
25.0% coverage

Alpha Portfolio Management Org Chart

Sample employees and titles
Name Title Contact
Andrew Morris Principal & Head of Business
Email
James Gardner Helping Clients of Independent
Email Phone
Joe Dyer, Cfa Head of Portfolio Management
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Mark B. Trainee Portfolio Manager
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Employees by Management Level

Individual contributor 3 profiles
VP / Head 2 profiles
Manager 1 profile
Senior / Lead 1 profile
Intern / trainee 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 3 3 1
Executive 1 1 1

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