Meet the Team
About Marc Ovits
Marc has accumulated over 20 years of successful experience in financial services. He began his career in investment banking working as a Director at various global banks including JP Morgan, Dresdner Kleinwort Wassertstein and Exane BNP Paribas. During this time, he spent c. 12 years providing investment advice to many of the UK and Europe’s leading fund managers. Nowadays he uses his extensive investment ‘know-how’ for the benefit of Alpha Wealth Management’s clients.
In 2011, Marc embarked on a career change, training and qualifying as a financial adviser whilst working at St. James’s Place Wealth Management. He continued his study to achieve the ‘gold standard’ qualification in his field and now practices as a Chartered Financial Planner. He has also been permissioned by the Financial Conduct Authority as a ‘Pension Transfer Specialist’ and can therefore advise on occupational pension transfers. His desire to offer Independent financial advice led Marc to join a local IFA practice where he gained significant experience before setting up Alpha Wealth Management Limited in 2016.
Whilst Marc appreciates clients place their trust in him, his approach to the provision of advice is characterised by his desire to educate clients along their ‘journey’ so that they themselves can make informed decisions based on evidence and sound reasoning. This approach continues to go down very well with both clients and other professionals resulting in AWM receiving the majority of its new business from both existing clients and other professionals.
Marc maintains a relatively public profile by regularly writing articles on financial planning and investment for various newspapers. For more details on his career and experience in financial services, please see his LinkedIn profile by clicking here
On the rare occasion Marc gets some spare time, he is likely to be found in the company of his family and friends. He is a keen cyclist and a passionate fan of Liverpool FC which is why you can rest assured that you will never walk alone!
Meet the team
What with all the regulatory changes, tax changes and product and provider changes, these days it makes little sense for an advisory practice to think it can stay on top of all these changes without the assistance of external expertise. To ensure Alpha Wealth Management operates in a compliant and efficient manner, whilst being able to offer access to the very best advice out there, Alpha Wealth Management pays various third parties to have access to their best in class resources and support functions. In particular, Alpha Wealth Management is a proud member firm of SimplyBiz PLC – The UK’s no.1 provider of compliance and business support to financial advisers.
Membership of SimplyBiz offers Alpha Wealth Management access to:-
6 pension specialist experts
2 tax and trust experts
11 compliance officers.