
Latest views and thought leadership
Explore ideas, perspectives and expert analysis designed to help you navigate a changing landscape
Featured Insights
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Scenario Analysis vs. Sensitivity Analysis: Why the difference matters and the risks of getting it wrong
Scenario Analysis vs. Sensitivity Analysis: Why the difference matters and the risks of getting it wrong
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AI transformation across middle and back office operations
AI transformation across middle and back office operations
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Next-gen client content: how to prepare for the data-driven content demands of 2030 and beyond
Next-gen client content: how to prepare for the data-driven content demands of 2030 and beyond
All Insights
Read Alpha’s latest thinking on key issues in the industry:
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Hybrid advice: Operating Model
Insights
Hybrid advice: Operating Model
The growing pressure on advice firms to consider how best to use digital within their operating models is not new.…
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AIM High: Stakeholder management, impact and influence
Insights
AIM High: Stakeholder management, impact and influence
In this week’s episode, Twink talks to Jackie Boylan, Head of the UK Adviser Platform at Fidelity International, and Curt…
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The Steps to Success: Embedding agile effectively in investment management
Insights
The Steps to Success: Embedding agile effectively in investment management
Alpha have developed a framework for the effective embedding of agile within the Investment Management industry. This ensures that the…
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AIM High: Shrinking or growing your marketing teams? Tips for handling both conversations
Insights
AIM High: Shrinking or growing your marketing teams? Tips for handling both conversations
In today’s podcast we address this issue, as Twink talks to Charlie Walters, Director of CW Learning Ltd and Ruth…
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From manufacturing to mining: Asset management data strategies reach for ‘Knowledge Alpha’
Insights
From manufacturing to mining: Asset management data strategies reach for ‘Knowledge Alpha’
Our Data Operations Survey explored how far asset managers have come in establishing foundations for data management, across both technology…
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Scale up or sink fast: Opportunities for European fund management companies
Insights
Scale up or sink fast: Opportunities for European fund management companies
The ManCo industry has real potential for M&A activity. Our Alpha M&A SMEs across London and Luxembourg offices have shared…
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What do advisers want to see in fund group marketing?
Insights
What do advisers want to see in fund group marketing?
As we continue striving to be of better service to financial advisers, how can we ensure that our efforts are…
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ESG and responsible investing in UK wealth management: Extensive thought, limited action
Insights
ESG and responsible investing in UK wealth management: Extensive thought, limited action
Due to increasing client demand and upcoming regulatory changes, Alpha engaged a small group of UK Wealth Managers during Q1…







