Alpha FMC

We are delighted to publish our annual Asset and Wealth Management Outlook. We focus this year on the personas that we work with on a day-to-day basis, highlighting some of the challenges we expect them to face in 2023. Check it out via the link below! lnkd.in/ehprRSin

Alpha FMC are delighted to welcome 10 asset managers as members of our newly launched ESG Investing Working Group. If you are interested in discussing current themes across ESG investing, please get in touch. #assetmanagement #ESG #sustainableinvestment #alphafmc

Are you an Asset Manager in scope for the FCA's TCFD requirements reporting by 30th June 2024? Alpha FMC will be hosting a TCFD Webinar on 7th September, covering insights and best practices from our ESG team, to prepare for 2024 disclosures. Sign up: lnkd.in/eyTNuthN

Join Alpha's ICARA Insights Webinar on July 12th, led by Awat Rahimi, ICARA specialist and former member of FCA’s prudential specialist supervision team. Awat will share his perspectives, highlighting best practices and potential 'red flags'. Sign up: lnkd.in/euZC-Wyg

As demand for self-service data increases, the “data marketplace” is becoming a central pillar of enterprise strategy. Firms will need to adopt new architecture and technologies for seamless sharing of data on a unified platform. Get in touch to discuss how Alpha FMC can help.

With 50% of managers surveyed citing an increase in market data costs, the time is now more than ever for managers to establish the right data acquisition processes to ensure they are effectively and efficiently investing in data. Get in touch to discuss how Alpha FMC can help!

As featured in Institutional Investor, Alpha FMC believe we are seeing the beginning of a revolution in how Asset and Wealth Managers manage, plan and analyse their businesses. Read here: lnkd.in/exCc-rRJ

Alpha FMC’s Automation Team discuss the routes available to Asset and Wealth managers who want to find answers to operational inefficiencies where an industry offering is not readily available. Read more here: alphafmc.com/whats-next-on-…

A silent digital revolution in wealth management: Alpha FMC's Kenn Taylor was featured in The Sunday Times' Wealth & Asset Management report yesterday, commenting on challenges and strategies for wealth managers with regards to Digital Service. Link: alphafmc.com/a-silent-digit…

Client Reporting is a complex and labour intensive process across Asset Management. In this article, we discuss perspectives on Client Reporting as a 'hygiene factor', driving focus on efficiency and scalability in the operating model. Read more here: alphafmc.com/client-reporti…

36% of firms surveyed in our Financial Advice survey believe their current technology is used effectively. In this article, Alpha FMC discusses the challenges and opportunities facing firms as they look to build a differentiating tech stack. Read here: alphafmc.com/financial-advi…

Featured in the latest Ignites article, Alpha's ChatGPT expert, Nigel Musiza, discusses how managers can best leverage large language models within their organization, while also providing insight on the potential pitfalls and limitations. Read more: lnkd.in/e-H7ihhK

43% of the advisers we surveyed highlighted process inefficiency as a key area of concern. For advice firms, creating a robust, scalable and repeatable advice process is key to improving efficiency and efficacy of client servicing and ensuring your business can grow sustainably.

As business demands increase, Alpha FMC believe this is the beginning of a revolution in how businesses are managed and analysed. This article outlines how Enterprise Performance Management tools are used and considers the cost of failing to adopt. Link: alphafmc.com/epm-revolution…

As interest in LLMs like ChatGPT increases, managers must educate themselves on the capabilities and limitations. Our latest whitepaper demonstrates how managers can leverage AI while taking into account its potential pitfalls. Read: lnkd.in/e3HAU2z5

Despite 2019 FCA regulation efforts, advisers are still electing cash transfers due to the complexity and long-lead times associated with in-specie transfers. Now is the time for platforms to improve this experience. Read: lnkd.in/eRu67cxG

The proposition to outsource middle and back-office functions has become a common consideration for institutional asset managers. A strong, risk-based oversight model is critical to a successful outsourcing arrangement. Read more here: alphafmc.com/navigating-the…

Asset Managers are shifting towards Digital Distribution to reach clients through channels other than traditional Sales teams. Our team has explored this approach and developed insights on providing a differentiating product experience. Read more here: alphafmc.com/the-next-big-d…

The relationship dynamic between Asset Managers and Asset Servicers has significantly changed from one of merely third parties to strategic partners that support growth and innovation. Read more below: alphafmc.com/asset-servicer…

30% of advice firms plan to grow via acquisition in the next three years. It's important that their growth strategy creates value for customers, employees and shareholders. Please get in touch to discuss this topic further! #growthstrategy #financialadvice

In a letter to CEOs, the FCA has set out its Asset Management Supervisory strategy. It puts Product Governance, Consumer Duty, ESG, Product Liquidity Management and Financial and Operational Resilience at the heart of its priorities. Read more here: fca.org.uk/publication/co…