Alpha Beta Partners
Multi-asset discretionary model portfolios for UK professional financial advisers and their high-net-worth clients
Highlights
- New on EvolcAdded 2026-11-02
About Alpha Beta Partners
Alpha Beta Partners is a multi-asset investment manager that builds and runs discretionary model portfolios using a proprietary dynamic asset allocation and 'Risk-First' investment process. Services include in-house portfolio solutions, co-manufacturing of tailored portfolios with adviser firms, fund research, and ongoing monitoring and risk oversight.
The company works exclusively with professional financial advisers in the UK. Its portfolios are accessed by advisers through a range of investment platforms and offered to retail clients via their adviser, as well as to professional and high-net-worth clients.
The company was formed in 2017 and is based in Ascot, England. It is part of Tavistock Investments Plc and holds B Corp certification.
Product: Discretionary multi-asset model portfolios and portfolio construction services for professional advisers
Jobs at Alpha Beta Partners
Leadership
- Geoff Brooks · Chief Executive OfficerSource: company website
- Melanie Kennard · Chief Operating OfficerSource: company website
- Clive Redding · Head of Client DeliverySource: company website
- Danny Arthurs · Director, SalesSource: company website
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Website technologies
Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.
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- SentryHigh confidence
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- Website resourcedeclared script/iframe or software asset
Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.