Joe is Global Head of Asset & Wealth Management Consulting at Alpha.

Prior to joining Alpha, Joe held operations and technology leadership roles at Nuveen Investments and BNY Mellon Asset Management. Joe has also held executive management positions at several service provider and consulting firms.

Joe has worked extensively across the US and Europe, consulting to a range of leading asset managers. He has a breadth of experience across all aspects of the asset management business ranging from major change programs to corporate strategy and operating model definition.

Joe has over 20 years’ consulting experience and is a Senior Partner and the Global Head of Alpha’s Operations Practice, advising Asset Managers globally across their Middle and Back Office Functions.

Joe specialises in Operating Model transformation – including Strategy, Design, Automation, Post Merger Integration, Service Provider Selection and Implementation and Outsourcing Relationship Management.

Joe holds the Investment Management Certification as well as a Management Studies degree from Aston University.

Contact Joe Docker

Michael has more than twenty years of consulting experience in Wealth Management across over 30 global financial institutions. He focuses on the definition and implementation of transformational business and operating models enabled by technology. Prior to joining Alpha, Michael worked at renowned consultancies and founded Newtone Associates, which he sold in 2013.

Michael holds a master’s degree in Economics and Information Technologies (HEC Lausanne) and a post-graduate degree in public institutions management (IDEHAP). He is also PMP certified and has participated to several IMD and INSEAD executive programmes.

Contact Michael Chaille

Mike has over 20 years’ consulting experience and is a Senior Partner and the Global Head of Alpha’s Client & Digital Practice, advising Asset Managers globally across their Sales, Marketing, Client Service and Product functions. Mike specialises in Distribution Transformation, including Strategy, Operating Models, Process Optimisation, Distribution Technology, Client Experience, Distribution Data & Analytics.

Contact Mike Smith

Neil joined Alpha in April 2011 as a result of the acquisition of Tomtom Consultants. Neil established Tomtom Consultants in 2005 to become the leading consultant to distribution in investment management.

Neil has fifteen years experience working within investment management distribution and has more than ten years consultancy experience. During this time, Neil has assisted with business, operational and technical strategy addressing areas such as service proposition, client relationship management, client communications, marketing automation and web delivery.

Contact Neil Curham

Alex has been with Alpha for 10 years, co-leading the Investments practice having spent over 17 years working with financial technology platforms.

He has worked as a solution architect across Asset Management, Investment Banks, and the LSE, most recently working at JPM AM before Alpha. This experience has covered many vendor packages and also running in house technology departments.

Alex holds a masters degree in Physics.

Contact Alex Heasman

Hugues is a Senior Partner at Alpha and leads the Investments practice in France.

Hugues joined Alpha in May 2013, prior to which he worked for JPMorgan Asset Management, Thames River Capital/F&C Investments, Horizon Software & Murex.

Hugues has over 13 years experience in the asset management business and technology transformation projects, leading both programme management and subject matter expertise roles.

Hugues holds an Engineering degree from Telecom ParisTech, as well as a Masters degree in Mathematics and a Masters degree in Innovation Management from Toulouse University.

Contact Hugues Delage

Charles-Antoine is an Senior Partner at Alpha.

Charles joined Alpha in January 2011, prior to which he worked for Solving Efeso, a consulting firm with a dedicated asset management practice. He has over ten years of experience in asset and wealth management transformation projects, with a particular emphasis on complex operational issues, operating model design and product development.

Charles-Antoine holds a BA in History from the Sorbonne, as well as Master’s degree in Political Sciences from Sciences Po Paris.

Contact Charles-Antoine Desjardins

Chris is the Head of UK, MENA and APAC for Asset & Wealth Management Consulting at Alpha. Chris is responsible for a team that is leading industry change projects across these regions.

Chris was most recently Global Head of Change and Transformation at HSBC Asset Management. Prior to that, Chris spent eight years at Alpha as a director within the Asset and Wealth Management business, leading projects across the value chain on a range of strategic programmes in the industry from Digital Distribution, Enterprise Transformation, Post Merger Integration, Outsourcing and Client Service. Prior to this Chris worked at Accenture.

Contact Chris Kroeger

Jon is a Senior Partner at Alpha with a long standing track record of large scale project delivery, and deep experience in project management, strategy and proposition development.

Jon brings more than 20 years years’ of Asset and Wealth management consulting experience. More recently, Jon is supporting our largest clients with their transformation journey towards operating model efficiency and digitisation.

Jon leads many of our largest client relationships with a depth of experience covering Investments, Operations, Client & Digital and Data.

Contact Jon Benson

Matt joined Alpha in 2004 and he has led a diverse range of engagements at leading asset managers and major financial institutions in the US, the UK and throughout Europe.

Matt has a depth of experience across the asset management value chain, with a particular focus around large transformation programs driven by M&A, operational outsourcing and strategic operating model development.

Matt now leads many of our largest client relationships in North America. Prior to Alpha, Matt worked at Accenture and Deutsche Asset Management.

Contact Matt Bacon

Mike is an Senior Partner with Alpha North America, based in the New York office.

Mike is a trusted advisor to senior executives in the investment management industry, with a proven track record of successfully delivering complex projects in all areas of the value chain. He has particular responsibility for the development of our Investments practice in North America, helping firms to design and implement optimized operating models to support their investment and trading teams.

Prior to this role Mike spent 5 years with Alpha UK. He is IMC qualified and holds a degree in Philosophy, Politics, and Economics from the University of Oxford.

Contact Mike Burns

Vincent is a Senior Partner at Alpha France and specialises in advising asset managers and fund industry players. Prior to joining Alpha in 2010, Vincent worked within the financial services practice at PwC Advisory.

Vincent has a broad range of experience across the investment management landscape, including large-scale transformation programmes, operations effectiveness, front office space, and competitive analysis.

Vincent holds a Master Degree in IT Audit & Consulting from Paris Dauphine University.

Contact Vincent Mignon

Zoe Kohli is a Senior Partner at Alpha FMC, where she leads the firm’s global strategic partner agenda as its first Global Partner Executive.

Zoe brings deep expertise across investment platforms, front-office transformation, and growth strategy within asset and wealth management. She is known for driving commercial outcomes at scale and operating at the centre of the industry’s most important platform and ecosystem relationships.

Prior to rejoining Alpha, Zoe held senior roles at SimCorp, spanning product, strategy, and corporate development, working directly with executive leadership on growth and market expansion. She previously spent several years at Alpha as a Partner in Europe and also held roles at BlackRock.

At Alpha, Zoe is focused on accelerating the firm’s global growth and building more strategic, coordinated approach to partnerships that strengthens Alpha’s market position and scales its impact across clients and the broader ecosystem

Contact Zoe Kohli