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Alpha Beta Partners

Other Bath and North East Somerset, United Kingdom

Overview

Alpha Beta Partners is a UK-based multi-asset manager specializing in dynamic asset allocation and 'Risk First' investment strategies. Their approach integrates institutional techniques into the UK retail and wholesale markets, focusing on preserving the real value of assets over time and replicating selective asset performance at low cost. They offer a range of investment solutions, including model portfolios and funds, with a commitment to ethical investing and post-retirement decumulation. The firm's investment process is designed to align with clients' risk appetites, providing value for money and outcome-oriented solutions that complement financial advisers' processes. Their model portfolios have been awarded the highest 5-Star rating from Defaqto, with the Core Range also receiving the highest 5-Diamond rating. In December 2023, they were recognized as the UK's Most Innovative Investment Management Firm by SME News. In November 2024, Alpha Beta Partners was acquired by Tavistock Investments Plc, enhancing their asset management scale and solutions provision in the UK retail investment market. This acquisition aims to strengthen their position as a significant asset manager, offering investment solutions to third-party advice firms, networks, and retail clients directly.

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Frequently asked questions about Alpha Beta Partners

What sectors does Alpha Beta Partners invest in?

Alpha Beta Partners invests in Financial Services, Asset Management, Risk Management, Investment Advisory, Ethical Investing and Funds, and is based in Bath and North East Somerset, United Kingdom. Alpha Beta Partners is listed as a other in the ConnectSafely investor database.