Alpha FMC

Alpha FMC

Alpha FMC

Insight

The 4th Annual Wealth Management Digital Readiness Survey: “Embracing a digital future… while you still can”

Alpha present the fourth year of the Wealth Management Digital Readiness Survey. Read on to understand how far the industry is progressing with its Digital Transformation journey.

Alpha Insights

Financial Advice Nirvana: Achieving Behavioural Alignment

Whilst the financial advice industry has come a long way over the last 20 years, inefficiency and poor customer engagement are still rife - we believe the market is ready for change. In our latest article (second in a three part series), Matt Jeffery and Phil Courtenay of Applied Emotional Finance explores how behaviour and emotional finance can have a material impact on how an advice proposition is received.

Time for Reflection: What Are The Key Questions AFMs Should Be Asking Themselves?

Following the FCA’s recently published findings on its thematic review of the Host AFM sector, AFMs are under increased scrutiny to ensure that their governance & oversight processes and frameworks are up to scratch. Here are some key questions that may help AFM Boards, Risk & Compliance professionals focus their attention.

Ethnic & Cultural Diversity: South Asian Heritage Month

Alpha’s Ethnic and Cultural Diversity committee have dedicated this past month to South Asian Heritage Month. In this article, Jasmin Jotangia and Tobi Adediran detail the ways in which we have marked this important topic and how they align to our proprietary C.A.R.E (Communicate, Action, Respect, Educate) framework, helping to spark meaningful conversations relating to racial, ethnic and cultural discrimination, and promote diversity.

Leaving the Pit Lane: Reengineering Your Client Reporting Operating Model to Rejoin the Race

Tom Williams and Chyavan Rees delve into why the time is now for firms to invest in their client reporting operating model and how to get started on a journey to ensure maximum benefit is seen from existing or upgraded systems.

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About Alpha

Alpha Financial Markets Consulting is a leading global provider of specialist consulting services to the asset management, wealth management and insurance industries.

Practices

We deliver specialist skills across 13 practice areas, supported by a unique blend of insight and expertise.

Clients

As well as the businesses themselves, we work with the intermediaries, platforms and service providers who form a crucial part of these dynamic industries.

Careers

We’re always looking for talented people to join us. If you think you’d be a great fit at Alpha, we’d love to hear from you.

Asset & Wealth Management Consulting

We help asset and wealth managers think smarter and shape their businesses for the future.

Insurance Consulting

We bring a deep knowledge of the market to support insurers, pension and retail clients through their most complex business challenges.