Investment Solutions
​
Through partnership with financial advisers, we offer a range of Risk Rated Model Portfolios. The portfolios have been built around a single core investor proposition: to preserve the real value of their assets over time and replicate selective asset performance at low cost.
​
Our Model Portfolios have been awarded the highest 5 Star Risk Rating by Defaqto. In addition, the portfolios are available on a wide range of platforms including Standard Life, Fidelity Funds Network Fundment, Aviva, Aegon, Zurich, Transact and Embark.
​
OUR PROPOSITION
Asset Allocation
Sustainability
Our Commitment to Sustainability
At Alpha Beta Partners, we are committed to operating in a responsible and forward-looking manner that delivers long-term value to all our stakeholders and supports positive outcomes for both people and the planet. We recognise that the allocation of capital has real-world impacts, and we take seriously our role in contributing to a more sustainable financial system.
Why Alpha Beta Partners?
A stable investment framework is supported by experienced people, a disciplined process and comprehensive operational infrastructure, enabling advisers to focus on client relationships and planning.
Experienced Investment Team
Our in-house specialists across portfolio management, research, risk and client support, providing depth and continuity across every stage of the investment process.
Proprietary Investment Approach
We apply dynamic asset allocation within a risk-first framework, ensuring portfolios remain aligned with objectives through changing market conditions.