Alpha Portfolio Management

Alpha Portfolio Management is a portfolio manager that provides discretionary portfolio management services tailored to individual client needs. They have over 30 years of experience and focus on delivering investment solutions while maintaining a standard of customer care.
  • Probate Services
  • AIM-IHT Portfolio Service
  • Managed Portfolio Services
  • Bespoke Portfolio Management
  • Tax Efficient Investment Solutions

Size
Small
Phone
N/A
Email
N/A
Locations
1, The Square, Temple Quay, BS1 6DG
01172033460
Digital Popularity
Social Media
Competitors
RC Brown
RC Brown is an award-winning investment management firm owned and run by seasoned City fund managers, with a long track record of managing funds for large financial institutions.
Quilter Cheviot
Quilter Cheviot is a leading wealth management firm with over 250 years of experience in managing bespoke investment portfolios.
Rowan Dartington
Rowan Dartington is a wealth management firm that provides bespoke investment solutions and financial planning services.
JM Finn
JM Finn is a wealth management firm that focuses on building long-term relationships with clients to manage their investment portfolios across generations.
Close Brothers Asset Management
Close Brothers Asset Management provides investment management and financial planning services tailored for institutional investors and FCA authorised intermediaries.
Company Details
Alpha Portfolio Management is operated by R C Brown Investment Management Plc and is a Active company incorporated on 5 April 1990 with the registered office located in Bristol, Bristol. R C Brown Investment Management Plc was registered 35 years ago.

Status
Active
Size
Small
Directors
6
Age
35 years old
Employees
13
Turnover
£2.69M
Total Assets
£2.8M
Cash in Bank
£1.1M
Total Liabilities
-£611.31K

Director • Secretary • Investment Manager • British • Lives in England • Born in Sep 1980
Director • Investment Director • British • Lives in England • Born in Dec 1978
Director • Investment Director • British • Lives in England • Born in Aug 1957
Director • Head Of Managed Funds • British • Lives in England • Born in Jun 1959
Director • PSC • Investment Manager • British • Lives in England • Born in Mar 1947
Teams
All
9
Investment
4
Management
4
Administration
2
Product Management
1
Other
2
Investment Manager • Joined Jun 2015
Collectives Research Analyst • Joined Feb 2014
Trainee Portfolio Manager • Joined Jul 2022
Head Of Equity Research • Joined Feb 2014
Head Of Portfolio Management • Joined Sep 2013
Head Of Business Development • Joined Nov 2013
Administrator • Joined Jan 2023
Investment Administrator • Joined Dec 2022
Trainee Investment Research Analyst • Joined May 2023
Investment Manager • Joined Jun 2015
Trainee Portfolio Manager • Joined Jul 2022
Head Of Portfolio Management • Joined Sep 2013
Investment Administrator • Joined Dec 2022
Trainee Portfolio Manager • Joined Jul 2022
Head Of Equity Research • Joined Feb 2014
Head Of Portfolio Management • Joined Sep 2013
Head Of Business Development • Joined Nov 2013
Administrator • Joined Jan 2023
Investment Administrator • Joined Dec 2022
Head Of Propositions • Joined Feb 2014
Collectives Research Analyst • Joined Feb 2014
Trainee Investment Research Analyst • Joined May 2023