Expert portfolio advisory & administrative services

Working with hedge funds, pension funds and other financial services firms

Investing at Lloyd’s can bring significant benefits to your investment strategy:

  • Collateral needs to cover c50% of your underwriting, resulting in a leveraged return on capital
  • Existing financial assets and guarantees can be used to provide the required collateral for underwriting (double use of assets)
  • Diversification to your asset allocation due to its low correlation with other asset classes

Portfolio advisory

Clients benefit from our expertise and understanding of underwriting at Lloyd’s.

We advise our clients on a bespoke and diversified portfolio of syndicates and have, in aggregate, outperformed the Lloyd’s market since 2008 (8.2% vs. 5.9% average annual return, as at 30th June 2025).

We charge an annual fee for advice and administration and no performance fee. The lack of a performance fee is especially beneficial in the current high return environment.

Administrative services

Our client services team can help institutional clients with the day-to-day administration of underwriting at Lloyd’s.

Whether you require assistance with Funds at Lloyd’s, documentation or operational efficiency, we have the expertise to guide you every step of the way.

We also provide members’ agent services for vehicles issued via London Bridge 2.

“Market analysis is at the core of what we do. We endeavour to provide the best return for our clients regardless of prevailing market conditions.”

James Sparrow ACII, Alpha co-founder

Equity like returns with bond like volatility and low correlation

Source: Alpha, jpmorgan.com, Investopedia.com, curvo.com, Alpha 2023e and 2024e as at 30th June 2025; index data 2008 to 2024 actual. Past performance is not necessarily a guide to future performance.

We are not constrained by any benchmarks and follow a value driven approach in our selection of syndicates and risk classes. Even in a positive market environment (“hard market”), not every syndicate is worth supporting.

This approach allows us to run portfolios with a low correlation to other asset classes and has resulted, in aggregate, in outperformance of Alpha over the Lloyd’s market.

Discuss your requirements directly with us

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Investing at Lloyd's

Find out more by reading our brochure