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.