Investment Solutions
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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.
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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.
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OUR PROPOSITION

Asset Allocation


Wellbeing
Mental health is now understood to be as important as physical health, and combining the two aspects has created a growing field known as wellbeing.
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Globally there is increasing interest from the world of science with regards to the benefits of wellbeing, particularly due to the theory that it can produce improved performance in the workplace.
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Wellbeing is in essence the experience of health, happiness, and prosperity. It includes having good mental health, high life satisfaction, a sense of meaning or purpose, and the ability to manage stress.
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It thus includes many positive features — feeling happy, healthy, socially connected, and purposeful.
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At Alpha Beta Partners, we recognise that our diverse and skilled team members are our biggest assets and, therefore, operate a wellbeing policy and accompanying initiatives to promote the wellbeing and development of all team members.
