DYNAMIC ASSET ALLOCATION
RISK FIRST PROCESS
Enhanced customer outcomes 
Genuine value
ABOUT US

Alpha Beta Partners was formed in 2017. We are a multi-asset manager with a truly global approach focussing solely on the UK advisory market. Our Dynamic asset allocation and 'Risk First' investment process sets us apart – embracing institutional techniques rarely found in the UK retail and wholesale market.  Offering low cost, outcome-orientated investment solutions that dovetail with your advice process: we form enduring partnerships that leave you in control of your clients and your practice.

 

The Alpha Beta model portfolios have been awarded the highest 5 Star Rating and 5 Diamond Rating by Defaqto.

 
WHY WE ARE HERE?

The Gravy Train report published in 2016 underlined what we instinctively knew as industry professionals.  The multi asset investment market had become expensive, poor performance was pervasive with suboptimal outcomes for investors hard earned savings. 

 

Leveraging our extensive industry experience, we worked hard to create a proprietary investment process - one that offers deep quality asset allocation techniques within a rigorous Risk First framework.  The sort of quality expected by big pension schemes, the super wealthy and institutional investors alike. 

 

We are proud to offer our investment process to retail clients via their professional adviser.  Our proposition is priced very competitively given its sophistication, delivering genuine value.  We aim to collaborate with a manageable number of professional intermediaries, forging enduring partnerships aimed squarely at enhancing customer outcomes. 

 
ALPHA BETA'S INVESTMENT TEAM HAS OVER 100 YEARS OF COMBINED EXPERIENCE. WE BRING INSTITUTIONAL QUALITY INVESTMENT DISCIPLINES AND TECHNIQUES TO THE WORLD OF MODEL PORTFOLIO MANAGEMENT.
Alpha Beta Partners is an Appointed Representative and trading name of Oakham Wealth Management Limited, Registered in England at Berkeley Square House, Berkeley Square, London, England, W1J 6BD. Oakham Wealth Limited is authorised and regulated by the Financial Conduct Authority. Reference No. 431206 . Alpha Beta Partners Limited – reference number 799887
WHY ALPHA BETA PARTNERS?
What distinguishes Alpha Beta Partners is our seamless blend of systems, processes, people and expertise across all areas of our client services.  In addition, our Dynamic asset allocation and 'Risk First' process sets us apart: we identify and help avoid the impact of market downturns and to consistently align with your clients' stated risk appetite. 
WE SPECIALISE IN INVESTMENT MANAGEMENT
Our sole focus is to preserve and enhance your clients' real wealth over time, in line with their own investment objectives and agreed level of risk through the active management of multi-asset, diversified portfolios. As investment specialists, we do not offer financial planning services or financial advice and leave that solely to the adviser.
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CONTACT US

4 Lombard Street, London, EC3V 9AA

020 8059 0250

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