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
THE INVESTMENT COMMITTEE
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.
CHAIRMAN
JOHN REYNOLDS
CHAIRMAN
JOHN REYNOLDS
Co-founder of original Fortsyth-OBSR Rating Service in 2002. Joined OBSR in 2008 before it was acquired by Morningstar in 20101, leading the advisory business. Co-founder The Adviser Centre in 2014. CIO of the Embark Group
THE INVESTMENT DIRECTOR
PETER TOOGOOD
THE INVESTMENT DIRECTOR
PETER TOOGOOD
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.
SENIOR INVESTMENT MANAGER
ASIM JAVED
ASIM JAVED
DIRECTOR
ANDREW THOMPSON
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.
DIRECTOR
ANDREW THOMPSON
Began career in 1992 at Credit Suisse Private Banking, specialising in fixed income and the management of portfolios of funds. Joined OBSR in 2002 in senior fund research capacity. Head of investment Consultancy at Morningstar OBSR. Co-founded The Adviser Centre in 2014. Research Director at the Embark Group.