Ask yourself these questions

Where is your family’s long term financial plan? Does it exist and is this even in writing?

Any company of note has a business plan in place. Why do you not have one in place for you and your family?

What are your family’s long-term financial and investment goals and do you have a strategy in place for achieving them?

Do you objectively know about all the inherent risks you are currently open to?

Do you have a clear estate-planning and succession strategy in place?

Significant wealth brings with it many privileges, but are your heirs ready for the challenges and responsibilities that follow?

Do you understand the nature of any potential threats to the wealth of your family members, such as divorce, ill health, death, loss of employment or business challenges?

Have your financial plans been adapted in light of new legislation?

Are you sure you have the best wealth advisers and private banking arrangements?

What was the science behind the selection of your existing advisers, and how they have been mandated?

Which adviser would your family turn to if you were no longer alive or able to direct them?

Are you receiving the level of service you deserve from your existing advisers?

The team at Alpha Investment Office has many years of experience in the wealth management, investment and private-banking sectors.

Having built and run successful business divisions for large financial institutions, we are well versed in creating tax optimised wealth planning strategies for the high net worth client community.

We are not inhuman.
We believe in people.

What makes us different to Private Banks and other Wealth Managers?

We understand the importance of looking at the bigger picture

We advise on the totality of your assets

We are objective

We have deep knowledge and experience

We know how best to invest your money

We know how to tax optimise and structure your assets

We use best in class institutional research and technology

As active investment managers our goal is to protect and maximise your wealth

We are fully accountable and obtain results

We will never be impacted by sales targets imposed from above

If we don’t believe that a solution is right for you, we won’t push it, because we don’t have to

We are wealth managers - not stock pickers

We don’t do speculation

We will not talk to you about the latest fad, unless it has merits

We don’t believe in DIY

We are clear, transparent and to the point

We get it, and continuously deliver value

We are not on the clock and always on hand

Our partnership with you and your family should endure and evolve for years across the generations.

Most wealthy families do not have a joined-up and comprehensive financial plan that takes into account, all their personal wealth, business interests and property assets.

A notch above what a private bank can offer – we know, because we’ve been there.

How we deliver success

One Trusted Architect

We believe that a “big picture” and tailored approach to each family’s financial affairs are fundamental cornerstones to successful outcomes.

With you, we will devise the best risk managed strategy

One Joined-Up Roadmap

We will work with you to develop and implement a joined-up strategy and roadmap recognising your priorities, tackling any potential problems and ensuring your financial objectives are achieved.

Across your personal wealth, business interests and property assets

Implementation

Our know-how has been used to formulate our best practice methodologies from a position of deep knowledge and first-hand experience.

Using proven methodologies, deep insight and know-how

Coordination

We enjoy enviable access to a network of specialist advisers and institutions that allow us to provide tailored, first class, and carefully vetted investment solutions, as well as tax and estate planning services from the best in the business.

Orchestrating and managing all the moving parts with your accountants and lawyers

We are commercially independent and totally focused on just one thing.
The success of our clients.

For our select group of clients we deliver tangible results using bespoke solutions tailored for a perfect fit.

Your Family Wealth

Ask yourself these questions

We are not inhuman.
We believe in people.

What makes us different to Private Banks and other Wealth Managers?

A notch above what a private bank can offer – we know, because we’ve been there.