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 OF THE IC
JOHN REYNOLDS
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
Co-founder of original Fortsyth-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
THE INVESTMENT DIRECTOR
PETER TOOGOOD
THE INVESTMENT CONSULTANT
DAVID VICKERS
Currently CIO, Brunel Pension Partnership responsible for £45bn. David has extensive experience and a strong track record in multi-asset investing. He was previously at Russell Investments as Managing Director and head of Multi- Asset for EMEA, managing a team responsible for £12bn in AUM across both DB and DC pension schemes.
Prior to that, David was a partner at Sarasin, where, as a Multi Asset Fund Manager, he provided a bespoke ESG overlay for many of the endowment funds he managed. He had previously worked as Investment Manager at Baring Asset Management.
THE INVESTMENT CONSULTANT
GILL HUTCHISON
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.
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.
Sarah began her career at Minerva Fund Managers and has over 20 years’ experience working in the sphere of Ethical and Socially Responsible Investing. 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 and has certification in Green and Sustainable Finance.