ALPHA BETA PARTNERS
We are multi-asset Discretionary Fund Managers and work exclusively with professional advisers.
Offering value for money, outcome-orientated investment solutions that dovetail with your advice process, we form enduring partnerships built upon service and trust. A partnership that leaves you in control of your clients and practice.
WHAT WE DO
We deliver value for money investment solutions focused on improving customer outcomes. We use state of the art financial technology coupled with Dynamic Asset Allocation and our proprietary 'Risk First' investment approach.
We are active fund managers deploying active and passive instruments bringing institutional techniques to the retail market. We form enduring partnerships with our clients - enhancing value and reducing risk.
Senior Investment Professional. 35+ years investment experience including CIO at Capita, MD at RBS/ABN Investment Banking & top rated (Extel) Global Investment Strategist at NatWest Markets & ING Barings. Asset allocation and market strategy specialist.
Experienced business leader. 30+ years strategic and leadership roles including; HSBC Global Head of Wealth, CEO Offshore Europe, SVP Wealth USA, Sales Director Friends Provident and Standard Life.
CHIEF EXECUTIVE OFFICER
Experienced business builder. 30+ years’ experience in distribution and proposition construction including Business Partner Head of UK Retail at Sarasin, Head of Strategic Clients and Head of Wholesale at Morley.
SENIOR INVESTMENT MANAGER
Asim joined Alpha Beta Partners on its inception and has spearheaded the design, construction, and deployment of Investment process within an Investment Risk Framework. Prior to Alpha Beta Partners, Asim was Director -Investment Risk and a Senior Manager at Host Capital where he developed Investment Risk Measurement solution. Asim has a diversified skill set with experience ranging from Fund Accounting to Investment Management.
Asim is a CFA Charter holder and a qualified accountant with over 10 years of experience within the financial services sector.
Melanie has over twenty years’ experience within the financial services industry, having previously held posts at City Financial Managers Ltd and Miton Group plc, and is IMC qualified. She co-founded Coram Asset Management in 2014 which was subsequently acquired by MitonOptimal International and then Alpha Beta Partners in 2020 and acts as COO of the business. Melanie is also an appointed director of Optimal Global Investment Funds plc, a UCITS vehicle for which the business is the Investment Manager.
Brian has 40 years experience in financial services with a career spanning, Canada Life, SG Warburg/Mercury Asset Management, Schroder Investment Management, Banque Generale du Luxembourg and Capita Financial Managers.. He is a Member of the Institute of Directors and an Associate Member of the Chartered Institute for Securities and Investment.
30+ years strategic and leadership roles including CEO Sesame Bankhall, Founder of Intrinsic Financial Services, executive career in Zurich Financial Services. Chairman Optimum Asset Management.
Co-founder of original Forsyth-OBSR Rating Service in 2002. Joined OBSR in 2008 before it was acquired by Morningstar in 2010, leading the advisory business. Co-founder The Adviser Centre in 2014. CIO of the Embark Group.
Peter plays an active role on the Investment Committee and takes responsibility for oversight of the Ethical, SRI and Sustainable portfolios.
THE INVESTMENT CONSULTANT
Gill began her career in 1992 at Credit Suisse Private Banking, specialising in fixed income and the management of portfolios of funds. She joined OBSR in 2002 in a senior fund research capacity. She was Head of investment Consultancy at Morningstar OBSR. Gill Co-founded The Adviser Centre in 2014 and is Research Director at the Embark Group.
Sarah began her career at Minerva Fund Managers which was formed in 1991 by her father, Paul Warner and has over 20 years’ experience working in the sphere of Ethical and Socially Responsible Investing. Minerva had been running Ethical and SRI portfolios since 1994,was acquired by MitonOptimal UK in July 2017 and subsequently Alpha Beta in December 2020. Sarah has graduated from Cardiff University with a degree in Psychology and a masters in Social Work, and has acquired the CISI Diploma in Investment Compliance and the CISI Level 6 Certificate in Private Client Investment Advice & Management. She is a Chartered Member of the CISI.
Qualified Finance Graduates with over 25 years of combined experience. Skilled in financial analysis, investment research and operations. The team is responsible for Investment Operations and risk reporting across all our solutions.