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Who We Work With
Alpha-Omega Private Wealth is building its business on the values that were so important to its founder Lee Stevens from the very start. Alpha-Omega Private Wealth Managements mission is:
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Access to the largest financial institutions


Rocq Capital

In July 2016 the management team of Edmond de Rothschild Group’s Channel Island operations bought the business and renamed it Rocq Capital. Rocq Capital combines the agility, passion and innovation of a new independent business with the experience, stability and culture gained from a well-respected private bank and asset management group. The team has extensive experience in asset management with two particular areas of expertise in fixed income and multi asset portfolios having managed the business in Guernsey for many years. The broking team also has many years of experience with a particular focus on creating structured products tailored to individual client needs.



With approximately 60,000 employees operating in over 170 countries, Zurich is one of the world’s largest insurance groups offering a wide range of general and life insurance products and services. They are widely known in North America, having begun operating in Canada in 1923 as well as being well established in Europe with a growing presence in Asia-Pacific, Latin America and the Middle East. For many years, Zurich has designed their products and services to meet individual needs thus providing flexible financial solutions.


Sanctuary Trust

Sanctuary Trust Limited (‘Sanctuary’) is an Isle of Man Company licensed by the Isle of Man’s Financial Services Authority to provide both corporate and trust services in accordance with the Financial Services Act 2008. Located in Douglas, the business centre of the Isle of Man, Sanctuary has access to the Island’s first class legal and commercial infrastructure including Manx Advocates, English Solicitors and Barristers practicing in the Isle of Man, most large UK banks offering multicurrency bank accounts and the ‘Big Four’ accountancy practices.


Sovereign Trust

Sovereign offers a range of high value advisory and support services to assist companies of all sizes to understand their market opportunities, develop actionable market strategies and establish business operations successfully in foreign markets.


Saxo Bank

Saxo Bank is one of the leading players in globalonline trading, providing both private and institutionalclients with a cutting-edge platform that delivers effective,multi-asset trading from a single account.


Utmost International

Utmost International is a leading life assurance group which provides solutions designed to preserve our clients’ assets and safeguard them for future generations. Our propositions provide effective and reliable solutions for clients who wish to control the wealth they have accumulated and manage the proceeds when planning succession.


Standard Bank

Standard bank were established in 1862 in South Africa, building franchises in and around the rest of Africa in the 1990s. They currently operate in 18 countries on the African continent and 12 countries outside of Africa and have 52,000 employees across all regions. They deliver a range of services from personal and business banking, corporate and investment banking and wealth management.



Our offshore base on the Isle of Man, one of the world’s leading offshore financial jurisdictions, brings our international clients much greater scope for tax efficiency. For example, apart from some withholding tax on certain income producing assets, our underlying funds can grow virtually tax free.


Old Mutual

As a Group we are governed by the EU solvency regulations and our local businesses are governed by the regulatory bodies of the country in which they operate. At 31 December 2014, we had an FGD surplus of £2.0 billion and liquidity of £1.8 billion. For the year ended 31 December 2014, Old Mutual reported adjusted operating profits before tax of £1.6 billion (on an IFRS basis) and funds under management from core operations of £319 billion.



Racing Green Investment Services Ltd is the home of the Focus Structured Solutions range of Structured Investment Products. The Focus Structured Solutions range has been developed to deliver both timely and relevant Investment Solutions for the IFA, Intermediary and Institutional marketplace, dedicated to a quality, “A” rated Investment Bank as its permanent product range counterparty.

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