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
ABOUT US
Alpha Beta Partners was formed in 2017. We are a multi-asset manager with a truly global approach focussing on the UK advisory market. Our proprietary forward looking Dynamic Asset Allocation and 'Risk First' investment process sets us apart – embracing institutional techniques rarely found in the retail and wholesale market.
Offering value for money, outcome-orientated investment solutions that dovetail with your advice process: we form enduring partnerships that leave you in control of your clients and your practice.
The Alpha Beta model portfolios have been awarded the highest 5 Star and 5 Diamond Rating (Core and Core Plus Portfolio Ranges) by Defaqto for over 5 consecutive years
In December 2023 we were awarded Best Risk First Investment Managers UK by SME News in recognition of our proprietary Risk First investment process – designed to align an investors’ risk appetite to the portfolios selected by their professional adviser.
-Family-Rating-Category-and-Year-5-Colour-CMYK.jpg)
.png)
OUR PROPOSITION
At its core, Alpha Beta Partners possesses a range of skills and competences which deliver a broad and modular proposition across the asset management waterfront. We work together with clients to create an agreed proposition – leaving you in control whilst enhancing customer outcomes.
WHY WE ARE HERE
The Gravy Train report published in 2016 underlined what we instinctively knew as industry professionals. The multi asset investment market had become expensive, poor performance was pervasive with suboptimal outcomes for investors hard earned savings.
Leveraging our extensive industry experience, we worked hard to create a proprietary investment process - one that offers deep quality asset allocation techniques within a rigorous Risk First framework. The sort of quality expected by big pension schemes, the super wealthy and institutional investors alike.
We are proud to offer our investment process to retail clients via their professional adviser. Our proposition is priced very competitively given its sophistication, delivering genuine value. We aim to collaborate with a manageable number of professional intermediaries, forging enduring partnerships aimed squarely at enhancing customer outcomes.
ALPHA BETA'S INVESTMENT TEAM HAS OVER 100 YEARS OF COMBINED EXPERIENCE. WE BRING INSTITUTIONAL QUALITY INVESTMENT DISCIPLINES AND TECHNIQUES TO THE WORLD OF MODEL PORTFOLIO MANAGEMENT.
WHY ALPHA BETA PARTNERS?
What distinguishes Alpha Beta Partners is our seamless blend of systems, processes, people and expertise across all areas of our client services. In addition, our proprietary Dynamic Asset Allocation and 'Risk First' process sets us apart: we identify and help avoid the impact of market downturns and to consistently align with your clients' stated risk appetite.
WE SPECIALISE IN INVESTMENT MANAGEMENT
Our sole focus is to preserve and enhance your clients' real wealth over time, in line with their own investment objectives and agreed level of risk through the active management of multi-asset, diversified portfolios. As investment specialists, we do not offer financial planning services or financial advice and leave that solely to the adviser.
