Values
Independence
Alpha Global Wealth is privately owned and we can therefore work purely in the interests of our clients. Being able to choose funds from the open market underpins the true independence of Alpha Global Wealth’s advice and enables us to tailor solutions around our clients.
Ethical Integrity
Alpha Global Wealth are regulated in all jurisdictions in which we operate. We also enforce our own internal regulation and compliance to exceed our clients’ and regulators’ expectations. Alpha Global Wealth has adopted the rigorous principles of UK-based financial planning. We only employ post 2012 RDR “Level 4” qualified Wealth Managers and we adhere to ‘Treating Customers Fairly (TCF)’ policies and UK Data Protection principles. We also provide comprehensive and transparent reporting to our clients, partners and regulators.
Professional Development
At Alpha Global Wealth, we reward those who continually strive to place their clients’ interests before their own and take personal responsibility in providing superior advice. Our Wealth Managers are highly-qualified and our administrative staff are required to adopt minimum training standards and basic CISI level 1 & 2 qualifications. We regularly assess and monitor all members of our team to ensure complete compliance.
