Alpha: r² Managed Portfolio Service

Alpha: r² by Walker Crips is a whole of market Managed Portfolio Service (MPS) which is available only via intermediaries. Each portfolio is designed to provide high quality relative outperformance, for a given level of risk.

The models are closely aligned to the industry-standard multi-asset WMA benchmarks, allowing them to fit seamlessly into advisers’ client profiling.

Having invested in advanced portfolio analytics, the strategy of Alpha: r² is crafted with risk management at its core and is led by Gary Waite and Andrew Morgan. Drawing on their backgrounds in institutional fund management, the portfolio managers’ approach to risk encompasses three parts:

  • Understanding drivers of past performance to shape future returns
  • Ensuring Value at Risk (VaR) is deliberate and diversified
  • Stress-testing portfolios to uncover hidden risks.

As well as formal risk control and analysis on each model for example VaR, Information Ratio and Tracking Error, the portfolios are also subject to 'informal' risk controls regarding trigger events such as management changes, automatic stop-loss reviews and corporate actions.

The managed portfolios are not prescriptively rebalanced on a monthly or quarterly basis, rather, the managers will invest in line with their economic and market views, and position the portfolios accordingly.


MPS Suite

Clients choose from five risk profiles, with two 'Higher Income' variants available:

  • Defensive
  • Conservative, Conservative Higher Income
  • Income, Higher Income
  • Balanced
  • Growth

In addition to the standard models, Alpha: r² offers an Ethical model where the asset allocation is aligned to the WMA Income benchmark.


These services are only available through intermediaries. If you are a professional adviser and would like more information or an Agent Terms of Service and Business, please call 0800 160 1608 or email [email protected]

If you would like to locate a professional adviser, please visit www.unbiased.co.uk

Defaqto ratings

Defaqto ratings

Alpha: r² is offered direct through Walker Crips, or via platform.

  • Available using direct equities and bonds, and collectives or collectives-only
  • Accessible with a minimum investment of £2,000 (collectives-only) or £15,000 (direct equities /bonds/collectives)
  • Monthly factsheets
  • Online access
  • No minimum fee or account management/opening charges.

As well as GIAs, Alpha: r² is obtainable in a range of tax-efficient forms, such as ISAs, offshore bonds and SIPPs.

Portfolio Managers:

Gary Waite MA

Andrew Morgan MA CFA

The Real 2017 Outlook speaker presentations are for ALPHA : r2 conference delegates who are financial advisers, institutions and other professional intermediaries only.

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If you do not agree with the above statement and have questions about our service and products please contact us on 020 3100 8880.

Andrew Morgan is a portfolio manager for Walker Crips Investment Management. Originally from Carmarthenshire, Andrew spent the majority of his career until now working in the City of London as a fund manager at Mitsubishi-UFJ Asset Management where he specialised in UK and European equities. Latterly, he worked in global equities at BlackRock, the world’s largest asset manager. Upon returning to Wales, Andrew managed private client portfolios for Brewin Dolphin. Outside of finance, Andrew is a trustee of PRIME Cymru, the only Welsh-based charity of HRH the Prince of Wales.

Andrew’s professional qualifications include the Chartered Financial Analyst designation and the Investment Management Certificate. He also holds a Master of Arts degree in Modern History from University College London.

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Gary Waite is a portfolio manager for Walker Crips Investment Management. He began his career as a government economist in the Department of Culture, Media and Sport, before becoming a junior hedge fund manager in London. His career has taken him to be an equities analyst in Australia, and director within a European equities team at BlackRock, having previously worked on both the Global and Emerging Markets teams. Previously Gary has been a volunteer counsellor for ChildLine, and currently works in a voluntary capacity for the homeless charity Crisis.

Gary holds the Investment Management Certificate, the SII Level 3 Certificate in Investment as well as (Australian) PS146 accreditation. He gained a Master of Arts degree in Economics from the University of Nottingham.

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It is important to remember that the value of investments can go down as well as up and it is possible to get back less than you invested, especially in the early years. Past performance is no guarantee of future returns and interest rates and dividends are variable and cannot be guaranteed in the future. Any tax treatment mentioned is based on personal circumstances and current legislation which is subject to change. In the event of a client having a complaint about our services we will do our best to resolve that complaint promptly and to the client's satisfaction. However if we are unable to do so, the client may have the right to complain to the Financial Ombudsman Service. Further information can be found on the Financial Ombudsman Services's Website at www.financial-ombudsman.org.uk.