Experienced professional joins Alpha Portfolio in Bristol

Financial Services | Latest News | South West
Andrew Morris
Andrew Morris

Investment specialist Alpha Portfolio Management (Alpha) is delighted to announce the arrival of experienced professional, Tony Mann.

Tony 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.

Tony and his assistant Jane Mann, will soon 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.

Tony Mann comments: “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 comments: “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.”

Did you enjoy reading this content?  To get more great content like this subscribe to our magazine

Reader's Comments

Comments related to the current article

Leave a comment

Your email address will not be published. Required fields are marked *