Alpha Portfolio Management makes new hire
Investment specialist Alpha Portfolio Management (Alpha) has announced the hire of Tony Mann.
Mann joins from WH Ireland’s Bristol office and will act in a business development capacity, as part of a significant planned expansion of Alpha’s private client offering. In due course, Tony and his assistant Jane Mann, will also be joined by his son and fellow longstanding employee, wealth manager David Mann.
Bristol based, Alpha Portfolio Management was founded in January 2014 and specialises in delivering bespoke investment solutions. To date, Alpha has largely worked with financial intermediaries and their clients and has an established team that is able to draw on over 20 years of experience of working with advisers.
Tony, David and Jane previously worked with various members of the Alpha team whilst at local firm, Rowan Dartington (RD), and join RD co-founders Andrew Morris and Mark Sevier. It is envisaged that the new recruits will work alongside the existing members of Alpha to expand their local presence, specifically working with direct private clients.
Commenting on his appointment, Tony Mann 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.”
Andrew Morris – Principal and head of Business Development for Alpha Portfolio Management commented “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 today’s appointments marks 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.”