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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 that 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

John Reynolds

Chairman

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.

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


News and Resources

Introduction to our Portfolios

We have updated the presentations for our Core and Core Plus Portfolios, which are now available for download.

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AB1 - AB6 Core Range Factsheets to 30/09/19

The AB1X to AB6X Core Range Factsheets to 30 September 2019 are available to download.

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AB1X - AB6X Core Plus Factsheets to 30/09/19

The AB1X to AB6X Core Plus Factsheets to 30 September 2019 are available to download.

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Balanced Income Performance Factsheet to 30/09/2019

We will remain cautious and have increased cash positions across the range...Full information available to download.

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Quarterly Review, September 2019

We expect equity markets to remain nervous based on geo political risks, economic weakness and certain valuation measures. It remains feasible for Brexit to resolve with a deal...

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AB Core Plus Active/Passive, Downloadable Factsheets

The latest downloads for AB Core Plus Range of Active/Passive Portfolios are now available.

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AB Core Range of Portfolios to 31 August 2019

Factsheets for our Core range of portfolios AB1 - AB6 are ready to view/download.

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AB Balanced Income Portfolio to 31 August 2019

Our portfolios performed well whilst keeping within the risk buckets and not taking any unnecessary risk. The latest factsheet is available for download.

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AB Core Range of Portfolios, Downloadable Factsheets.

Alpha Beta Core Range of Portfolios, active asset allocation, passive instruments. Factsheets to 31 July 2019 are now available for download.

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Core Plus: Active/Passive Portfolios Factsheets

CORE PLUS RANGE - active asset allocation, blended active and passive instruments. Factsheets now available for download

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AB Balanced Income Portfolio - July 2019

The Balanced Income Portfolio Factsheet is now available for download.

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Quarterly Review, June 2019

Q2 2019 saw an extension of the Q1 rally in both the bond and equity markets.

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CORE RANGE OF PORTFOLIOS

The Alpha Beta Factsheets to 30 June 2019 for Portfolios AB1 - AB6 are available to download.

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CORE PLUS RANGE of Active/Passive Portfolios

The Alpha Beta Factsheets to 30 June 2019 for AB1X - AB6X are available to download.

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AB Balanced Income Portfolios - June 2019

The Portfolio’s investment objective is to achieve a combination of moderate income yield and capital appreciation by deploying globally focused multi asset strategy. The June factsheet is available for download.

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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.

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AB Balanced Income Portfolio - May 2019

The Portfolio’s investment objective is to achieve a combination of moderate income yield and capital appreciation by deploying globally focused multi asset strategy.

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Introduction to Model Portfolios from Alpha Beta Partners

Alpha Beta Partners offers two model portfolio ranges “Core Portfolios” and “Core Plus Portfolios”. Learn more about our model portfolio service offering.

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Core AB Range to 30 April 2019

The Alpha Beta Fact Sheets for portfolios AB1-AB6 are available to download.

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Core Plus ABX Range to 30 April 2019

The Alpha Beta Fact Sheets for portfolios AB1X-AB6X are available to download.

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AB Balanced Income Portfolio - April 2019

The first quarter saw a marked recovery across both bond and equity markets, fueled by the US Federal Reserve adopting a dovish stance towards interest rates.

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Quarterly Review, March 2019

The first quarter saw a marked recovery across both bond and equity markets.

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Core AB range​ to 31 March 2019

The Alpha Beta Fact Sheets to 31 March 2019 for portfolios AB1-AB6 are available to download.

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Core Plus ABX range​ 31 March 2019

The Alpha Beta Fact Sheets up to 31 March 2019 for portfolios AB1X-AB6X are available to download.

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AB Balanced Income Portfolio - March 2019

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.

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Core AB range​ for February 2019

The Alpha Beta Fact Sheets up to February 2019 for portfolios AB1-AB6 are available to download.

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Core Plus ABX range​ for February 2019

The Alpha Beta Fact Sheets up to February 2019 for portfolios AB1X-AB6X are available to download.

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AB Balanced Income Portfolio - February 2019

We believe the UK equity market is now relatively undervalued and offering good long-term value and expect UK equities to outperform once Brexit uncertainly is removed.

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AB Balanced Income Q4 for 2018

The Portfolio’s investment objective is to achieve a combination of income and capital appreciation by deploying globally focused multi asset strategy.

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AB1-AB6​ for Q4 2018

AB1-AB6 Fact Sheets for Q4 2018 available to download

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AB1X-AB6X for Q4 2018

AB1X-AB6X Fact Sheets for Q4 2018 available to download

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Quarterly Review December 2018

Geo-political developments remained a major theme in Q4 2018 along with the trajectory of US interest rates and the health of the global economy.

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ABPX Fact Sheets 3Q18

The Alpha Beta Fact Sheets for Q3 2018 for portfolios AB1X-AB6X are available to download.

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ABP Fact Sheets 3Q18

The Alpha Beta Fact Sheets for Q3 2018 for portfolios AB1-AB6 are available to download.

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Negotiating Choppy Waters

September 2018: we took a look at the markets during this year so far: Wall Street highs, FTSE 100 performance, the Bull Market, Brexit and more.

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ABP Performance Data, 2017-2018

ABP is pleased to report its first 12 month performance track record.

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Advantages of a Hybrid Solution over Robo

George Higginson, joint MD of Alpha Beta Partners, was interviewed by Citywire Wealth Manager magazine about ABP’s ‘hybrid approach’ to Discretionary Fund Management.

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How Alpha Beta Partners is so Cost-Competitive

Our Chief Investment Officer at Alpha Beta Partners, is Shahid Chaudhri. In this short video, he describes why Alpha Beta Partners is different from competitive offerings.

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Introducing Alpha Beta Partners


Chair of Alpha Beta Partners Ltd, John Reynolds, has recorded a short introduction to our company and touches on how it will benefit Independent Financial Advisors (IFAs).

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Main alphabet logo

Active Management
at Competitive Prices

Get in contact with us

[email protected]  /  +44 (0) 208 059 0250