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Active Management
at Competitive Prices

Alpha Beta Partners

A new entrant in the Discretionary Fund Management market, we work exclusively with the advice community.

Offering low cost, outcome-orientated investment solutions that dovetail with your advice process, we form partnerships built upon service and trust. A partnership that leaves you in control of your clients and practice.

Outcome Orientated

By using the latest technology and processes we keep our costs low leaving more for the clients.

Alpha Beta Partners Philosophy and Process

What We Do

We aim to be disruptors in the market focused on improving customer outcomes. We are Fintech enabled and use a risk first investment approach.

We are active managers of active and passive Instruments bringing Institutional Techniques to the Retail Market

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Partnership

Working collaboratively with you, we take time to understand you and your practice.

Exclusive

Developed exclusively for the advice community, only our partners gain access to our solutions and technology.

No Conflict

We have no private clients. We offer no financial advice. You can be sure your clients remain yours.

Tailored

Built around your advice process, our investment strategies are run in accordance with your Investment propositions and plans.

 

Regulatory Awareness

Designed to help you meet FCA guidance on suitability, MiFID II, central investment propositions and costs.

Risk First

Constructed from the outset with risk management in mind, honed to the Investment advice and associated risks agreed with your clients.

Full Support

Providing you with a full suite of support from documentation, marketing and business development.

Our Team

George Higginson

Joint Managing Director

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 to the reengineering of Sesame Bankhall Group which was the largest advisory business in the UK however he also set up Intrinsic Financial Services, where he built operations from scratch. In recent years he has become known as an industry expert working with regulatory and industry bodies on the future of financial services including Retail Distribution Review RDR. He has an industry wide reputation as a change delivery expert who delivers change effectively.

Work With Us

Considering a switch from advisory to discretionary management?

Alpha Beta Partners can support Wealth Advisory and IFA firms that are currently not utilising model portfolios to make the transition.

Download Case Study

Considering a Change of Discretionary Fund Management?

Alpha Beta Partners can support Wealth Advisory and IFA firms that are currently utilising model portfolios and outsourcing to discretionary Fund Managers.

Download Case Study

Thinking about creating your own funds or unitising your solutions?

Wealth advisory firms who currently operate model portfolios and a central investment proposition may consider the advantages of a change to a fund structure?

Download Case Study

Our Partner

Host Capital is an independent Authorised Corporate Director (ACD), authorised and regulated in the UK by the Financial Conduct Authority (FCA). Alpha Beta Partners Ltd is an appointed representative of Host Capital Ltd

Main alphabet logo

Active Management
at Competitive Prices

Get in contact with us

info@alphabetapartners.co.uk  /  +44 (0) 207 290 9490