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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 years 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

ABPX Fact Sheets

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

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ABP Fact Sheets

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

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Negotiating Choppy Waters

This September, 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

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