About Us
Company Overview
Alpha Beta Private Wealth is the private client division of Alpha Beta Partners to provide a personalised and relationship-led approach to wealth management. We are part of Tavistock Plc, a well-established financial services group, which brings stability, governance and depth of resource to our clients. While we benefit from the scale and stability of a larger organisation, we maintain our independent focus as a specialist private wealth manager.
Our service is designed for individuals and families seeking clear, considered financial guidance. We combine the attentiveness of a boutique firm with the investment expertise of a wider group, helping clients navigate financial decisions with confidence and clarity.
Our experienced team has collectively managed portfolios for over 100 years and advised private clients for more than 50 years. Our structure allows us to offer a personalised, client-centric service, ensuring that our investment management remains fully aligned with the needs and objectives of private clients.
What Makes Us Unique?
Proven Excellence
Our model portfolios have consistently earned top-tier recognition, achieving the prestigious 5 Star and 5 Diamond Ratings from Defaqto. In 2023, our 'Risk First' methodology was honoured as the Best Risk-First Investment Managers UK by SME News.
Holistic Financial Solutions
We specialise in creating tailored financial plans, covering investment management, retirement, estate and tax planning. By addressing every facet of your financial life, we provide cohesive strategies for high-net-worth individuals, business owners and families.
Dedicated In-House Expertise
Our Private Wealth Managers are supported by a skilled team of analysts, investment managers and administrators. This collaborative, in-house approach ensures seamless delivery of enhanced client outcomes.
Innovative ‘Risk First’ Investment Process
Our proprietary methodology focuses on mitigating the impact of market downturns while maintaining alignment with your unique risk profile. This approach enables us to deliver sustainable, long-term value.
Client-Centric Philosophy
We place your ambitions at the core of everything we do. By understanding your values, circumstances and objectives, we provide personalised advice that evolves with your needs, ensuring transparency and trust at every step.
Our Values & Culture
Alpha Beta's values are the core principles that guide our decision making, operations and activities. They are the foundation of our culture and character, formulating how we conduct business, interact with all stakeholders, and achieve our goals.
To ensure transparency, honesty, care, adherence to regulation and ethical practices across all activities and operations. To operate an effective vulnerable persons policy and demonstrate empathy consistently in our work.
Integrity
To be flexible to change, adaptive and creative, whilst always seeking to increase learning, innovate and cultivate improved outcomes for all stakeholders.
Forward Thinking
To remain committed to operating and acting in a manner that avoids harm, both environmentally and socially, and promotes positive outcomes for a healthy, fair and inclusive world.
People & Planet
To cultivate connections, and behave in a manner that benefits the communities in which we operate.
Community
To facilitate financial inclusion through the provision of a wide range of financial solutions for all circumstances.