City of London Wealth Management Awards 2023 Nomination

Alpha Portfolio Management’s extended time as Regional Wealth Manager of the year (Wales & Western England) is coming to end. However, we are excited to announce that we have again been shortlisted in this year’s awards! Can we dream of making it 3 years back-to-back?

We feel privileged to again be recognised in being shortlisted for these prestigious awards.  

Voting is now open, but closes on the 15th February at 4 pm.

We have been shortlisted in the following categories:

  • Best Market Newsletter
  • Regional Wealth Manager of the Year: Wales & Western England
  • The FIS Award For Best Discretionary Wealth Management

The City of London Wealth Management Awards are unique in that the winners in each category are determined by the investors themselves. The Awards recognise and celebrate the high levels of service and quality present in the UK’s Wealth Management sector.

The results will be announced at a black-tie dinner at The Guildhall on 7th March 2023.

We are extremely proud to have won Regional Wealth Manager of the Year: Wales & Western England in both 2021 & 2022. We would be delighted if you would consider voting for the services we provide and for our weekly investment newsletter Alpha Bites, in the upcoming awards.

If you would like to sign up to receive Alpha Bites, please follow this link.

As a team we take great pride in producing Alpha Bites. We hope readers find it useful and informative, acknowledging its slightly quirky point of view. Please click here to here to see previous editions.

If you enjoy reading our newsletters as much as we like writing them, we would be very grateful if you could take a few minutes to vote for us.

Click here to vote or on the COLWMA logo below

Simply complete your name and add your email address, you can then find us in the right drop down menu marked ‘search companies’. Click on Alpha Portfolio Management – we are 4th from the top of the list.

Don’t forget, the voting closes on the 15th February at 4 pm.

Thank you for your consideration.

The Alpha Team

For further information, please contact:

Andrew Morris – Principal & Head of Business Development
Alpha Portfolio Management
andrew.morris@alpha-pm.co.uk
0117 203 3460

Notes for Editors:

Alpha Portfolio Management (Alpha) specialises in providing discretionary portfolio management to clients of financial advisers. Alpha offers two key investment services, namely the Managed Portfolio Service and Bespoke Portfolio Service. The minimum investment for the Managed Portfolio Service starts at £20,000, with bespoke portfolios managed from £100,000. Both 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.

The Alpha team have a successful track record of working with financial advisers and their clients for over 25 years. Members of the Alpha team have previously been acknowledged for investment performance and their breadth and depth of service.

Alpha Portfolio Management
www.alpha-pm.co.uk

Tel: 0117 203 3460

1 The Square, Temple Quay, Bristol BS1 6DG

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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