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Case Study
Wealth hub launch enabled by vendor selection and target operating model
Client Challenges
A large Levant bank established a UAE-based wealth management hub to serve as the Group’s sole provider of investment advice, discretionary portfolio management, and execution-only services. The hub required both greenfield design and transformation of existing capabilities to support regional markets and capture growing investment outflows.
alpha approach
Alpha supported the client through the full vendor assessment and selection process, including RFP development, evaluation workshops, solution demonstrations, and proof of concepts. Alpha facilitated workshops across front, middle, and back office teams to assess current capabilities, processes, compliance requirements, and risk considerations. A comprehensive vendor assessment framework and scoring methodology was delivered alongside a robust target operating model document covering all office functions and a Day 1 capability model. A high-level implementation roadmap defined critical workstreams and priority focus areas for a successful launch. This work equipped the client with the decisions, tools, and structure needed to stand up a fully operational regional wealth hub.
How we delivered lasting value
Turning insight into impact
Preferred vendor identified through rigorous assessment framework
A structured scoring methodology enabled the client to select a vendor aligned to its strategic, functional, and operational requirements.
Target operating model defined across all office functions
A consolidated operating model document captured key client decisions and set clear recommendations across front, middle, and back office, including the day 1 capability model.
Implementation roadmap established for successful hub launch
A high-level roadmap identified critical workstreams and priority focus areas to support a structured and timely launch.
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