City of London Wealth Management Awards 2023 – Three times a winner!

We are extremely proud to announce that Alpha Portfolio Management is now a three-time winner of the prestigious City of London Wealth Management Award (COLWMA) 2023 for Regional Wealth Manager Of The Year: Wales & Western England!

COLWMA Alpha wins the City of London Wealth Management Awards 2023

We would like to take this opportunity to thank all those who voted for us. We feel honoured by the level of support that Alpha is yet again being shown. 

Andrew Morris Principal & Head of Business Development commented: “We are very appreciative and reassured at the level of support shown for Alpha. To have won for a third year running and have our efforts recognised through a public vote of client satisfaction, is truly wonderful!”

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

Alpha wins the City of London Wealth Management Awards 2023
Alderman Robert Hughes-Penney presenting James Gardner with the award at The Guildhall London

We would also like to take this opportunity to thank the host Alderman Robert Hughes-Penney, everyone at The Guildhall, Goodacre notably Stephen Pinner and 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.

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