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.
Average gross annual returns achieved by our clients since 2008.
Our clients enjoy attractive returns on their investment. In aggregate Alpha has significantly outperformed the market since inception and, unlike other advisers, does not charge profit commission.
Underwriting returns demonstrate very low correlations with other asset classes, helping clients to manage risk as part of their overall portfolio construction.
Diversification is key pillar of almost all investment strategies and portfolio construction. However, most asset classes have a high correlation to one another.
In contrast, underwriting returns demonstrate much lower correlation with other asset classes. Correct 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 lost only 2.8% on capacity.
Independent specialists at your side
Our clients are advised by a team of analysts with deep expertise of underwriting at Lloyd’s. We will only recommend a syndicate for support if capital is also being provided by one of Alpha’s directors.
Tax advantages
Membership of Lloyd’s can provide benefits under Business Property Relief (after two years of trading) as well as other favourable tax treatments.
No profit commission
Our fee structure differs from our competitors in that profit commission is not charged to any of our members.
“Personal service is of paramount importance in a private client business”
Emma Royds ACII, Alpha co-founder
Investors at Lloyd’s provide capital to syndicates and special purpose arrangements (SPAs) and receive a share of the profits or losses in proportion to their commitment.
Find out more by reading our brochure
Posted 01/12/2023 – Quick takes
The executive team of Patrick Tiernan, Chief of Markets, Mirjam Spies, Interim Chief Actuary, and Peter Montanaro, Market Oversight Director, delivered the Q4 Lloyd’s quarterly market message on 30th November.
Posted 17/11/2023 – Quick takes
Latest 2021 and 2022 year of account forecasts as at 3oth September 2023
Posted 17/11/2023 – News
Link to latest Member Services Newsletter
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We are providing this information for background information only and should not be construed as investment advice. We are not providing access to this website for the purpose of soliciting membership at Lloyd’s. This website does not make an offer of, or solicit an offer for, either of these things. Underwriting membership is not be suitable for all. Underwriting at Lloyd’s involves a significant degree of risk and capital providers to the market will be exposed to the risk of underwriting losses. Past performance is not necessarily a guide to future performance.
Third-parties have provided some of the information on this website and Alpha has not verified its accuracy and completeness. More generally, we do not accept responsibility for loss by any person acting or refraining from action as a result of any statement, fact, figure or expression of belief (including any forward looking statement) contained on this website.
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