Investment Proposition

Alpha is a leading global consultancy of the asset and wealth management industry

We have worked with 80% of the top 20 global assets managers, and a wide range of other buy-side firms

We support our clients with change in almost every area of the value chain, post the investment decision

Position in the Market

Strong organic growth
2003

Alpha is founded in London.

2008

Luxembourg office is opened, establishing presence in Europe.

2009

New York office is opened, establishing a presence in the US.

2010

Paris office is opened.

2011

Creation of the Distribution and Front Office practices.

2013

Investment in Alpha by Baird Capital.

2014

New specialist practice Alpha Technology Services is launched.

2015

Netherlands and Boston offices are opened. Alpha’s D&I programme is launched.

2016

Investment in Alpha by Dunedin. Baird Capital exits in full. Creation of the Investment Guidelines and Regulatory Compliance practices. Edinburgh office is opened.

2017

Creation of the Digital practice. Geneva and Singapore offices are opened. Successful AIM admission, with a market capitalisation of £160m. Acquisition of TrackTwo; new specialist practice Alpha Data Solutions is launched.

2018

Creation of the FinTech & Innovation practice.

2019

Creation of the ETF & Indexing practice. Zurich office opened, first in a German-speaking market. Acquisition of Axxsys Consulting.




First we:

  • Became known to our clients for the high quality of our team
  • Focused on outsourcing, operational change and M&A integration, with emerging distribution and front office capabilities

Then we:

  • Capitalised on our reputation for market-leading consulting advice
  • Continued to develop consulting solutions across the asset and wealth management chain

We have:

  • Established our global capability and reputation for delivering challenging and complex projects in the industry

Global Footprint

Proposition & Capabilities

Comprehensive offering
  • Enabled by perspective, technology and innovation
  • Driving a targeted product offering
  • Delivered by the highest calibre consultants in the industry
You can read more about our Practices here

Key strengths

  • Providing a highly focussed industry proposition, working exclusively in asset and wealth management;
  • An emphasis on providing clients with an exceptional standard of delivery and valued outcomes;
  • Investment in people who bring market leading experience and personal credentials to the corporate proposition;
  • Ensuring a global presence for serving an expanding client base and delivering large cross border programmes;
  • An ability to leverage differentiating intellectual property and data, developed over 15 years, offering unique intelligence on how clients run their business;
  • Extending Alpha’s capability and service offering, both organically and through bolt-on acquisitions.

Key market drivers

With its comprehensive service proposition, strong reputation and robust platform for growth, Alpha is well positioned to assist its clients in responding to the structural drivers of change in the market:

  • Fee pressure
  • Growth in assets under management
  • Regulatory change