Co-invest at Lloyd’s with market-leading, independent experts

We believe in thorough analysis, personal service and pragmatic advice

At Alpha, we advise private clients and their family offices on portfolio construction and the administrative aspects of underwriting at Lloyd’s.

Investors at Lloyd’s provide capital to syndicates and special purpose arrangements (SPAs) and receive a share of the profits or pay losses in proportion to their commitment.

The main benefits of investing at Lloyd’s include:

  • Direct access to underwriting returns with an opportunity for capital gains
  • Limited liability
  • Attractive returns
  • Low correlation with other asset classes
  • Double use of assets and some leverage
  • Tax efficiency & estate planning benefits
  • Liquidity via sale of LLV

Peace of mind

When it comes to your investments, you want to know you have made the right choice for the long-term. So do we.

That is why we invest alongside our clients, applying exhaustive analysis to construct bespoke portfolios that deliver strong returns, true diversification from other asset classes and often tax benefits, too.

Stable and safe

Diversification is a key pillar of almost all investment strategies and portfolio construction. However, many asset classes have a high correlation to one another.

In contrast, underwriting returns demonstrate much lower correlation with other asset classes. Considered portfolio construction can also limit downside risk.

In absolute terms, 2017 was the worst year ever for global insurance industry losses. Despite this, the average Alpha client saw just a -2.8% return on capacity.

Our service is truly bespoke and based upon individual clients’ needs. Every Alpha member has a dedicated administrative support covering the operational aspects of Lloyd’s membership.

Emily Apple, Director

Source: 2008–2009 ALM data; 2010-2021 syndicate results; 2022 and 2023 syndicate estimates as at 31st March 2024. Past performance is not necessarily a guide to future performance.

Our results

In aggregate, we have outperformed the Lloyd’s market and our peers since inception in 2008.

Unlike the other Lloyd’s members’ agents, we do not charge a profit commission.

Our results, as compared to the overall Lloyd’s market results, are set out above for 2008 onwards.

These results do not take into account members’ agents’ fees (or other members’ agents’ profit commissions), nor do they include any returns from Funds at Lloyd’s.

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Investing with Lloyd's

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