Alpha Portfolio Management new appointments and business expansion

Tony Mann, Head of Relationship Management

Investment specialist Alpha Portfolio Management (Alpha) is delighted to announce the arrival of seasoned professional, Tony Mann. Tony joins from WH Ireland’s Bristol office and will act in a business development capacity, as part of a significant planned expansion of Alpha’s private client offering. In due course, Tony and his assistant Jane Mann, will also be joined by his son and fellow longstanding employee, wealth manager David Mann.

Bristol based, Alpha Portfolio Management was founded in January 2014 and specialises in delivering bespoke investment solutions. To date, Alpha has largely worked with financial intermediaries and their clients and has an established team that is able to draw on over 20 years of experience of working with advisers. Tony, David and Jane previously worked with various members of the Alpha team whilst at local firm, Rowan Dartington (RD), and join RD co-founders Andrew Morris and Mark Sevier. It is envisaged that the new recruits will work alongside the existing members of Alpha to expand their local presence, specifically working with direct private clients.

Commenting on his appointment, Tony Mann said “I have known Andrew and Mark for over 25 years and when the opportunity presented itself to work with them once again, it was compelling. Alpha has a growing reputation as a provider of investment services to private clients that are supported by an approachable and professional team. I believe Alpha is attractively placed with extensive research capabilities, a comprehensive investment proposition together with leading IT systems. They are a great team and I am excited by the opportunity that lies ahead.”

Andrew Morris – Principal and Head of Business Development for Alpha Portfolio Management commented “Tony is well known in the local investment community and can call on 50 years of investment experience. The team at Alpha is in the very fortunate position in having previously worked with Tony, David and Jane. What is important to them – a focus on customer service, an independent research stance and competitively priced services, aligns itself completely with Alpha’s priorities. We have an exceptional and growing team of professionals and today’s appointments marks a further step towards us achieving our goal of being a leading regional provider of bespoke investment solutions and offers us a platform for future growth.”

Further announcements will be made in due course.
Please visit www.alpha-pm.co.uk

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
www.alpha-pm.co.uk

Notes for Editors:

Alpha Portfolio Management (Alpha) was launched in January 2014 and has in excess of £85m of assets under management. Alpha’s investment propositions have been independently assessed by Defaqto and have been awarded their highest five star rating for 2015. Alpha has extensive City research relationships and works with an extensive list of third-party service providers including wraps and independent platforms.

Alpha specialises in providing bespoke investment solutions that cover all asset classes to private clients and 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 investments ranging from direct equities and bonds to collectives.

Andrew and members of the existing Alpha team have a successful track record of working with financial advisers and their clients for over 20 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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