Posted 26/05/2023 – Quick takes
Latest Forecasts as at 31st March 2023
Latest 2021 and 2022 year of account forecasts as at 31st March 2023
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Who we work with
Private clients
Co-invest at Lloyd’s with market-beating, independent experts who believe in thorough analysis, personal service and pragmatic advice.
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.
6.7%
Average gross annual returns achieved by our clients since 2008.
Strong returns
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.
True diversification
Underwriting returns demonstrate very low correlations with other asset classes, helping clients to manage risk as part of their overall portfolio construction.
Review our performance
Find out moreStable and safe
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.
Past performance is not necessarily a guide to future performance.
A wealth of benefits
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
Why invest at Lloyd’s
The world’s leading insurance market
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.
- Limited liability
- Direct access to underwriting returns with an opportunity for capital gains
- Low correlation with other asset classes
- Double use of assets and some leverage
- Tax planning benefits
Discover
Investing at Lloyd’s
Find out more by reading our brochure
What we think
Insights for you
Posted 17/05/2023 – Quick takes
Argenta Syndicate 2121 2021 & 2022 Year of Account Forecasts
Argenta has released an updated forecast for the 2021 year of account and an initial forecast for the 2022 year of account for syndicate 2121.
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Posted 15/05/2023 – Quick takes
Hiscox Syndicate 33 and SPA 6104 2021 & 2022 Year of Account Forecasts
Hiscox Syndicate 33 and SPA 6104 2020, 2021 & 2022 Year of Account Forecasts
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