Our APAC team is made up of 40+ consultants with deep expertise across the AWM industry, many having worked in the industry themselves. Our clients include Asset Owners, Managers and Servicers, Wealth Managers and Insurers. We provide our clients with a range of services covering Target Operating Models, Data Governance and Strategy, Implementations, Migrations, Benchmarking and Provider Selections to name a few.
We are proud to have a global and diverse team across a number of offices (UK, Europe, North America and APAC). In the APAC region, we have offices in the below locations.
At Alpha, we welcome and encourage candidates from all backgrounds to apply. Alpha recognizes the value in transferable skillsets within project management and change management. Our team is proudly made up of individuals from a number of different pathways and work backgrounds outside the traditional financial services industries.
Alpha’s Management Committee (ManCo) leads the APAC team. They have a broad remit: from day-to-day management of the firm, to planning the strategy and development of the business, to recruitment, socials and wellbeing. At Alpha, you will have the opportunity to support the ManCo in areas that interest you from the very start of your career, helping you develop a deep understanding of how the business operates.
Paul leads the build-out of our Asset & Wealth Management business across Asia Pacific.
Paul draws on 15+ years of consulting experience, exclusively focused on Financial Services. Prior to joining Alpha FMC, Paul was the Managing Partner of the APAC & Middle East business for Greenwich Associates, following nine years at Oliver Wyman.
Paul earned two degrees from the University of Cambridge. His Masters in Manufacturing Engineering specialized in business and process optimization, in addition to his BA in Engineering.
Bruce is a Melbourne based Executive Director with Alpha FMC with 30+ years of industry and professional experience.
During his career, Bruce has provided strategic consulting advice to many leading investment organisations in Asia Pacific. His expertise has helped many leading investment organisations optimise their operating models to deliver the best investment outcomes to their investors and members.
Prior to commencing his consulting career, Bruce spent 8 years at HSBC Asset Management in a variety of senior roles across
operations, product and business change. He was previously a company auditor and is a qualified Chartered Account with a
Bachelor of Commerce from La Trobe University in Melbourne, Australia. Having spent 10 years in the industry prior to
Consulting, he also knows the importance of delivering advice that is practical and implementable.
Bruce has delivered consulting engagements to more than 50 organisations, from the largest asset owners through to boutique
investment managers.
James is a Director at Alpha APAC, based in the Sydney Office, where he is responsible for the development of Alpha’s business in Australia.
He has extensive experience supporting complex change and transformation initiatives with both global and national asset managers and asset servicer clients in the public and private markets. Focusing on operations and outsourcing, James has a strong track record of delivery across the change lifecycle, from design of front-to-back operating models, to vendor evaluation and selection, and large-scale implementation programmes.
John is an Executive Director at Alpha APAC, based in the Sydney Office, where he is responsible for the development of Alpha’s business in Australia and Asia. John has over 30 years’ experience in the asset and wealth management industry and has assisted 50+ organisations across Asia, Australia, NZ, UK, and US to enable their growth plans through operational improvement and the use of technology. His expertise spans the asset and wealth management value chain across both operations and technology, having successfully delivered projects covering investment management front to back office, financial planning & retail distribution, retail investment platforms, product administration, and sales & marketing. His main areas of expertise are Target Operating Model design, IT Architecture and capability road map development, and delivery of transformational change.
Sophie is an Associate Director with Alpha APAC, based in the Sydney office. She has been working in financial services for over 10 years, the majority of which have been spent providing management consulting services to clients across both Europe and APAC. Prior to joining Alpha, Sophie spent time in both Singapore and London with Accenture and Deloitte with a key focus on operational transformation and efficiencies.
Since joining Alpha, she has been supporting clients in the asset management space through complex transition and change initiatives in the operations and outsourcing space. Sophie is also keenly focused on building the region’s ESG and Responsible Investments practice, as well as our Corporate Social Responsibility and Diversity and Inclusion efforts.
