City of London Wealth Management Awards 2024 – Winner

We are extremely proud to announce that Alpha Portfolio Management is now a four-time winner of the prestigious City of London Wealth Management Award (COLWMA) 2024 for Regional Wealth Manager Of The Year: Wales & Western England!

City of London Wealth Management Award (COLWMA) 2024 for Regional Wealth Manager Of The Year: Wales & Western England

We would like to take this opportunity to thank everyone that voted for us. We are overwhelmed by the level of support that Alpha is yet again being shown from our clients.

Andrew Morris Principal & Head of Business Development commented: “We are really grateful and truly appreciative of the support shown to us from our clients. To have won for a fourth year running and to have our efforts recognised through a public vote of client satisfaction, is exceptional, especially given the calibre of the competition”.

The City of London Wealth Management Awards are unique, in that the winners in each category are determined by votes from the actual investors themselves. The Awards recognise, promote and celebrate quality of service from Wealth Management companies and individuals.

Eamonn Holmes OBE together with Isabel Webster, presenting Andrew Morris and Sam McMordie with the award at The Guildhall London.

We would also like to take this opportunity to thank the hosts Eamonn and Isabel, everyone at The Guildhall, Goodacre UK team, notably Stephen Pinner and also congratulate all the winners and those present.

For further information, please contact:

Andrew Morris – Principal & Head of Business Development

Alpha Portfolio Management

Tel: 0117 203 3460

Email: andrew.morris@alpha-pm.co.uk

Background on Alpha Portfolio Management:

Alpha Portfolio Management (Alpha) specialises in providing bespoke investment solutions to clients. Alpha has three discretionary portfolio management services, namely a Bespoke Portfolio Service, a Managed Portfolio Service and an AIM-IHT Portfolio Service. Our propositions are five star Defaqto rated and we believe we have one of the most comprehensive and cost-effective personalised investment offerings in the marketplace.

The minimum investment for the Managed Portfolio Service starts at £20,000, AIM-IHT from £50,000 and for Bespoke Portfolios from £100,000. All services are cost and risk conscious investment propositions drawing on the team’s expertise in investment vehicles ranging from direct equities and bonds to collectives.

Alpha works with an extensive list of third-party providers and our investment solutions are available across five third-party platforms.

Alpha Portfolio Management is a trading name of R C Brown Investment Management PLC which is authorised and regulated by the Financial Conduct Authority.

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