About AB Alpha Brokerage
Our Story · 1997–Present

Built on Discipline.
Driven by Results.

27
Years in Operation
$14.2B
Assets Under Management
38,200
Active Investors Worldwide
4
Global Office Locations
Our Philosophy

Wholeheartedly Committed to Your Future

We are deeply dedicated to ensuring your future success and prosperity. With an unwavering commitment, we invest our full resources, expertise, and passion into empowering you to achieve your financial goals.

Our steadfast support and guidance pave the way for a brighter future, enabling you to navigate the complexities of the financial landscape with confidence. We are fully invested in your journey, striving to unlock the full potential of your financial future — irrespective of your starting point or your ambitions.

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AB Alpha Philosophy
Our Pillars

The Principles That Guide Every Decision

01

Wealth Stewardship

Our expertise lies in meticulous wealth stewardship. Through comprehensive analysis, tailored strategies, and proactive insights, we optimise your financial resources to unlock opportunities and deliver sustainable long-term results. Entrust your assets to our capable hands.

02

Guiding the Way

At the helm, our leadership illuminates the path forward. With visionary guidance and a steadfast commitment to excellence, our leaders inspire and drive our organisation towards new heights — with a deep understanding of our clients' needs and an unwavering focus on innovation.

03

People First

Our people are the essence of who we are. Every individual — whether a client, advisor, or analyst — contributes to the rich tapestry of our collective identity. Their creativity, ingenuity, and dedication fuel innovation and push us forward on the path of continuous improvement.

"

We pursue responsibility at all levels of the firm — from how we work and act, to the solutions we deliver to clients. Performance without integrity is hollow. At AB Alpha, both are non-negotiable.

Steve Whitman — President & CEO, AB Alpha Brokerage
Our People

The Team Behind the Returns

Our people are the reason our clients stay. Seasoned professionals who bring decades of institutional experience, personal accountability, and genuine commitment to every relationship.

Leadership
Steve Whitman
President & CEO

30+ years in institutional asset management across North America and Europe. Former Managing Director at two FTSE 100 financial institutions before founding AB Alpha in 1997.

Leadership
Miranda Clarke
Chief Investment Officer

Former lead portfolio strategist at a sovereign wealth fund managing $60B+ AUM. Specialises in cross-asset allocation, macro strategy, and alternative investments.

Leadership
David Osei
Head of Client Relations

Built and led wealth advisory teams across Africa, Asia, and the Middle East for 18 years. Champion of financial inclusion and access to institutional-grade wealth management tools.

Our Purpose & Values

Why We Do What We Do

Our purpose and values are the guiding principles that define who we are as a collective entity. They provide us with a clear direction and serve as the moral compass that shapes our decisions and actions.

Rooted in our shared vision, they inspire us to strive for excellence and make a positive impact on the world around us. Our purpose unites us, aligning our efforts towards a common objective and giving our work a greater sense of significance — to build wealth, preserve wealth, and transfer it meaningfully across generations.

Integrity
We hold ourselves to the highest standards of transparency and ethical conduct in every client interaction and investment decision.
Excellence
Mediocrity has no place in asset management. We pursue best-in-class research, execution, and client service at every level of the firm.
Partnership
Your success is our success. We structure our incentives, our processes, and our culture around aligning our interests completely with yours.
Resilience
Markets are volatile. Our strategies are built to weather downturns, protect capital, and position for recovery — through every cycle.
Our Presence

Global Offices, Local Expertise

Four strategic locations allow us to serve clients across every major time zone — with advisors who understand local regulations, currencies, and market nuances.

Toronto
Global Headquarters
Brookfield Place, 161 Bay Street
27th Floor, Ontario M5J 2S1
Canada
London
EMEA Regional Office
One Canada Square
Canary Wharf
London E14 5AB, UK
Singapore
Asia-Pacific Office
Marina Bay Financial Centre
8 Marina Boulevard
Singapore 018981
Johannesburg
Africa Regional Office
Sandton City Office Tower
Sandton, Gauteng 2196
South Africa
Ready to Begin?

Your Capital Deserves Institutional-Grade Management

Join 38,200 investors who have entrusted their financial futures to AB Alpha. It starts with a single conversation.

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