Orphan Clients and how best platforms can monitor, treat and manage them continue to be a challenge for platforms.
We are delighted to present our findings and insights from a range of UK platform respondents to understand orphan client definitions, trends in volumes, treatment strategies and shared challenges across the market.
Please click the link below to download the report.
Thank you to all those who participated in this survey, without whom this analysis would not be possible.
If you wish to discuss this further with us, and including how Alpha can support you with your platform challenges, please get in touch.
About the Author
Alpha FMC
About Alpha FMC
Headquartered in the UK and quoted on the AIM of the London Stock Exchange, Alpha is a leading global provider of specialist consultancy services to the asset management, wealth management and insurance industries. Alpha works with all of the world's top 20 and 80% of the world's top 50 asset managers by AUM, along with a wide range of other buy-side firms. It has the largest dedicated team in the industry, with over 900 consultants globally, operating from 16 client-facing offices spanning the UK, North America, Europe and APAC.