‘Seasoned professional’ joins Alpha Portfolio Management to grow its private client business

May 29, 2015

Bristol investment specialist Alpha Portfolio Management has recruited Tony Mann from rival WH Ireland to spearhead expansion of its private client offering.

Mr Mann, described by Alpha as a “seasoned professional”, will be joined by his assistant Jane Mann and his son and fellow longstanding WH Ireland employee, wealth manager David Mann.

The three previously worked with members of the Alpha team while at Bristol firm Rowan Dartington before they left for WH Ireland’s Bristol office in 2008.

The latest move re-unites them with Rowan Dartington co-founders Andrew Morris and Mark Sevier.

Alpha Portfolio Management was launched in January last year and now has more than £85m of assets under management.

However, it has largely worked with financial intermediaries and their clients – an estimated 98% of Alpha’s business is secured this way – the company is looking to diversify this by attracting more direct clients.

The Mann family will work alongside the existing members of Alpha to expand their local presence, specifically working with direct private clients.

Tony Mann, who will operate in a business development role, 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.”

Alpha principal and head of business development Andrew Morris added: “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 these appointments mark 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.”


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