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.
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.
Working collaboratively with you, we take time to understand you and your practice.
Developed exclusively for the advice community, only our partners gain access to our solutions and technology.
We have no private clients. We offer no financial advice. You can be sure that your clients remain yours.
Built around your advice process, our investment strategies are run in accordance with your investment propositions and plans.
Designed to help you meet FCA guidance on suitability, MiFID II, central investment propositions and costs.
Constructed from the outset with risk management in mind, honed to the Investment advice and associated risks agreed with your clients.
Providing you with a full suite of support from documentation, marketing and business development.
John is an active private equity investor, senior advisor and board director with over 30 years industry 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.
He has worked as a top-rated (Extel) global strategist and economist and head of research, and ultimately a Chief Investment Officer with responsibility for over £23bn in assets for one of the largest asset management firms in the UK.
John has spent the past 6 years or so investing privately in and advising a range of early stage businesses.
Chief Executive Officer
George is a top level executive with 28 years’ experience in financial services from sales through to board level, latterly 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.
Director and Chief Commercial Officer
NED with HCL for 14 years and now Executive Director, 30 years in the wealth and insurance Industry in senior leadership roles, 18 with HSBC. Recently Global Head of Wealth, setting product and distribution strategy globally, CEO Insurance Offshore Europe running HNW portfolios for International clients, SVP Wealth Strategy and Sales USA redefined and built a new advisory and wealth fee based proposition for affluent clients.
Advisory and IFA experience, specialising in retirement, distribution and product strategy.
Qualified and accomplished Investment Director with broad experience that includes working with a range of top tier banks (Investment bank, Central bank and private banking), fund management companies, hedge funds and regulators. Recently completed Institute of Director Diploma and Certificate examinations.
Professional track record includes collaborating with Fischer Black and Bob Litterman on the Black-Litterman Asset Allocation and Risk Management Model at Goldman Sachs, Pioneering Asset/Liability Management at Salomon Brothers, and managing $16bn Central Bank reserves at SBP. Management experience includes Executive Director at Goldman Sachs, Director at Salomon Brother, Head of Client Solutions at RBS/Coutts and Chief Investment Officer at Capita Financial Group.
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. Also Head of Strategic Distribution and Investment Solutions for Sarasin & Partners.
Andrew spent 11 years at Morley Fund Management principally engaged in distribution management roles sitting on the Retail Executive Committee, where he established Morley’s UK Wholesale business and managed the firm’s largest strategic client relationships including Norwich Union Life. He also spent his early years in the industry as an Investment Specialist at Scottish Equitable and previously various distribution roles at Legal & General Investment Management.
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.
Brian is responsible for the operational aspects of Host Capital Limited, and all third party relationships with suppliers to the Funds. He has over 40 years’ experience in financial services with a career spanning Canada Life, SG Warburg/Mercury Asset Management, Schroder Investment Management and Banque Generale du Luxembourg . He is a Member of the Institute of Directors and an Associate Member of the Chartered Institute for Securities and Investment.
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 as well as corporate pension schemes.
Following that Christopher worked for two global investment management companies focusing on developing new investment products and services for the retail and institutional markets. Today Christopher is Managing Director and Head of Product Development at Host Capital. He is an Associate Member of the Personal Finance Society.
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
News and Resources
The latest factsheet is available to download.
We will remain cautious and have increased cash positions across the range...Full information available to download.Read more
The latest downloads for AB Core Plus Range of Active/Passive Portfolios are now available.Read more
Alpha Beta Core Range of Portfolios, active asset allocation, passive instruments. Factsheets to 31 July 2019 are now available for download.Read more
CORE RANGE OF PORTFOLIOS - active asset allocation, passive instruments. Factsheets available for download
The Alpha Beta Fact Sheets to 31 May 2019 for portfolios AB1-AB6 are available to download.Read more
CORE PLUS RANGE OF PORTFOLIOS - active asset allocation, blended active and passive instruments. Factsheets available for download
The Alpha Beta Fact Sheets for portfolios AB1X-AB6X are available to download.Read more
Alpha Beta Partners offers two model portfolio ranges “Core Portfolios” and “Core Plus Portfolios”. Learn more about our model portfolio service offering.Read more
The first quarter saw a marked recovery across both bond and equity markets.We have moved into a more defensive position as we expect the markets to unwind and some outcome of the geopolitical risks is known with certainty. Download the full factsheet.