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

Alex is a Partner in Alpha’s Investment Technology Practice, specialising in Enterprise Architecture Design, implementation of variety of vendor Platforms and Integration Solutions within Asset & Wealth Management, design and execution of Data Strategy.

Alex has over 20 years of experience in delivering complex transformation and integration programmes at FTSE 100 companies.

Alex’s recent experiences included design, planning & implementation of the investment book of records for one of the leading Asset Owners in the industry. Prior to that, Alex had led a team of 100+ change professionals at large Asset Manager (AUM £800 bn) delivering multiple transformation programmes and numerous projects – all of which resulted in complete replacement of the legacy architecture with modern systems & technology, simplified and improved processes.

Contact Alex Lewis

Alice is a Partner in the Investments practice and has over 10 years’ experience in this space. Alice specialises in large-scale transformation and operating model design around the Investment Management process, in particular with enterprise platforms and best of breed landscapes. During her time at Alpha, Alice also worked in Asia for 3 years, in Singapore, Hong Kong and SE Asian markets, and has worked with a broad spectrum of asset managers and asset owners; from UK boutiques to international managers.

Contact Alice Fyfe

Anna is a Partner in Alpha’s Asset & Wealth Management Consulting team, specialising in large scale transformation and a strong track record in high quality delivery.

Anna has experience across the asset management value chain, from Investments to Operations, Regulation and Client & Digital, and has most recently supported a number of our clients with embedding ESG & Responsible Investment across their operating model.

Anna has over 10 years’ experience in financial services consulting. She holds a BSc in Economics, Politics and International Studies from the University of Warwick and is a CFA Charterholder.

Contact Anna Skylakaki

Bernardo is a Partner at Alpha with more than 15 years of regulatory consulting experience for the Asset Management and Wealth Management Industry.

Bernardo leads Alpha’s Regulatory Reporting and Prudential propositions and has a range of experience across UK and EU regulatory compliance projects having implemented and advised a number of client processes in the context of MiFID, EMIR, AIFMD, UCITS, Prudential Regime and FCA Regulatory Change.

Bernardo is trusted adviser to firms’ CROs, CCOs and COO on a variety of risk and regulatory topics.

Contact Bernardo Castel-Branco

Bo is a Partner of Alpha and Head of our Benchmarking practice.

Before joining Alpha, he was a senior member of the corporate strategy team at National Australia Group Europe. Prior to that Bo spent 10 years with Accenture and was a senior member of their financial services strategy practice. He has also worked as an independent consultant in the asset management industry.

Bo holds an MBA from the Stockholm School of Economics.

Contact Bo Lantorp

Bradley is a Senior Partner and leads Alpha’s Retail Distribution & Advice consulting practice. He has a range of experience and expertise in financial advice, platforms and wealth management working with firms to manage the delivery of complex change and identify strategic opportunities in the market.

Previous delivery experience includes strategy, proposition development, target operating model design and implementation, and process improvement. Bradley is at the forefront of change in the retail market helping firms to design and implement innovative propositions including the development of digitally enabled guidance and advice models.

Contact Bradley Northrop

Caoimhe is an experienced management consultant with a background in Project and Programme Management and a specialism in Outsourced Operating Models. Having worked in consulting for over 8 years, Caoimhe has worked across Asset Managers of all sizes, Asset Owners and Asset Servicers with respect to outsourcing arrangements.

Caoimhe holds a Bachelors degree in Economics and Politics from the University of York.

Contact Caoimhe Munif

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

Chris is a Partner in Alpha’s Regulatory Compliance & Risk Practice and has over 16 years’ experience. Prior to joining Alpha he has held roles in consulting, as a UK Head of Compliance and spent 4 years in asset & wealth management supervision at the FSA/FCA.

Chris has broad expertise across Compliance, Risk and Regulation and specialises in supporting clients to review and design their operating models to meet new and existing regulatory requirements. He also leads Alpha’s Financial Crime and Consumer Duty propositions in the UK.

Contact Chris Martin

Chyavan is a Partner in Asset & Wealth Management Consulting specialising in Operations & Outsourcing. Chyavan has significant expertise in large-scale enterprise transformations, with a focus on strategic planning, operating model design, business case definition and leading end-to-end implementations.

Chyavan leads Alpha’s proprietary Global Operations Survey which provides insights into trends across operations functions with over 50 Asset Managers participating in 2024. Chyavan also co-leads Alpha’s Client Reporting proposition, advising clients and working with vendors to implement and optimise Client Reporting operating models.

Chyavan holds a Bachelors degree in Economics from Cardiff University.

Contact Chyavan Rees

Claire is a Senior Partner in Alpha’s Regulatory Compliance practice and has over 21 years experience covering regulator, in-house risk and compliance and consulting roles.

She has held a number of controlled functions  and senior management roles, leading global teams, and prior to joining Alpha acted as an interim global CRO for a large UK asset manager for 18 months.

Claire’s expertise is in implementing regulatory change and the review and design of operating models for risk and compliance functions.

Contact Claire Wallace

David joined Alpha in 2014, is a member of our Investments practice leadership team and is based in our Edinburgh office.

He has over 16 years of financial services consulting experience and has held multiple senior positions on global scale transformation programs for asset managers. David’s experience spans multiple front office operating model transformation projects and post M&A investment platform migrations involving hundreds of billions (£) of AUM.

Contact David Hamill

Divakar is a Senior Partner in Alpha’s UK Asset & Wealth Management business. He is focused on advising clients on how best to develop scalable, efficient Distribution operating models. He has led engagements for 20+ asset and wealth managers globally, and his experience spans strategy definition and design, through to implementation support and ongoing competitor benchmarking.

Contact Divakar Padmanathan

Graham has 25 years’ experience of delivering Strategic re-platforming Programmes within Asset and Wealth Management and is one of the most well-respected delivery leads in the industry.

He has recently delivered 2 Aladdin implementations, including Enterprise Aladdin, Aladdin Accounting, ADC and Snowflake components.

Specialises in complex data integration challenges, designing solutions, then delivering these solutions within large enterprise programmes.

Graham is adept at building a delivery team with the right blend of skills, including resources from client teams which enables a smoother transition process to BAU.

Contact Graham Plain

Greg is a Partner in our Investments practice.

Greg has over 10 years experience within the asset management area with emphasis around the front office IT space dealing with both traditional and alternative managers.

Before joining Alpha, Greg spent 5 years with Charles River Development and prior to that 4 years with Bluebay Asset Management and JPM Asset Management respectively. Greg holds a degree in economics.

Contact Greg Faragher-Thomas

Jamie has led a variety of strategic, advisory and large scale delivery initiatives for Alpha during his 8 years at Alpha. He started his career in the Insurance industry, before moving to top tier consulting and advising this sector through the transition into Platforms and Wealth Management.

As a Senior Partner at Alpha, Jamie advises National and Global Wealth Managers and Private Banks and is part of Alpha’s Global Wealth Management leadership, while also continuing some large Programme delivery responsibilities.

Contact Jamie Forrester

Jeremy has over 15 years working in analytics and AI, including more than a decade in asset management, where he led client analytics, AI, data, and CRM initiatives at Schroders globally. There, he built a client-focused capability from the ground up – scaling it to a 60-person team delivering commercial insights with measurable business impact across 30 markets. He sat on the Sales, Marketing, and AI Executive Committees.

Jeremy brings hands-on experience of the challenges and opportunities asset and wealth managers face in becoming more data- and insight-driven. His industry background informs a practical, strategic approach to helping clients embed analytics and AI in ways that deliver lasting value.

Prior to Schroders, Jeremy spent a decade in Investment Banking, Consulting, and served as CFO of a fintech. He is a Chartered Accountant and holds a First-Class Master’s degree in Physics from the University of Bristol

Contact Jeremy Hunt

Jessica is a Senior Partner who specialises in leading highly complex and global-scale change programs to realise ambitious Client transformation agendas.

Jessica brings deep expertise in successfully mobilising large tech-enabled programs, remediating failing programs, and advising clients on how to sharpen their strategic change portfolios.

Her experience spans organisational change management, front-to-back operating model transformations, new platform launches, and complex post M&A integrations and migrations.

Contact Jessica Tull

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

Before joining Alpha, John worked in industry for nearly 30 years, most recently as Chief Operating Officer of the Client Group at Schroders. During his career, he has held senior roles across the Financial Services sector, where he led large-scale transformation and operational initiatives.

John’s key areas of expertise include the development and deployment of change frameworks and capabilities, effective change delivery through business sponsorship and engagement, and Target Operating Model development. He has also led the design and implementation of client group platforms and ecosystems, with a focus on enhancing sales effectiveness and using data science and analytics to drive performance across sales, client service, marketing and product functions.

John studied Engineering at Cambridge University and began his career in the British Army, serving for 10 years as an officer before transitioning into the Financial Services industry.

Contact John Hennessey

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

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

Nick has over 15 years of advisory experience spanning Central Government and Financial Services.

He has built a reputation for the definition and leadership of large-scale transformational change programmes globally across the asset & wealth management industry. Within Alpha, one of Nick’s current responsibilities is leading our work with Asset Owners and Asset Servicers and further developing our market presence in these sectors.

He has significant experience advising a wide range of Asset Owner and Asset Servicer clients alongside his broader Asset Manager expertise.

Contact Nick Barbone

Nick is an Senior Partner at Alpha with more than 11 years’ asset management industry experience.

He has led numerous projects in leading asset managers to help Distribution functions operate more efficiently, while reducing risk. His areas of focus include rebates and commissions management, obligations and legal agreement management, due diligence and ongoing oversight, and distributor on-boarding.

Prior to joining Alpha, Nick was a Director in KPMG’s Asset Management consulting practice, focussing on Distribution and Risk.

Contact Nick Dekker

Olivia has over ten years experience consulting in the financial services sector, starting her career at Accenture and then for over ten years at Alpha, where she leads our FinTech & Innovation practice.

She is passionate about emerging technology and its impact on Asset and Wealth Manager operating models. She has a certificate in FinTech from MIT and leads a number of client forums on innovation.

Olivia has defined and implemented a number of different operating models and solutions covering the front, middle and back office, as well as client reporting and performance measurement, and has led a number of large transformation programs, especially in the outsourcing space.

Contact Olivia Vinden

Patrick joined Alpha in 2018, is a member of our Investments practice and is based in our London office.

His experience spans across Wealth and Asset Management clients with a focus on the complex delivery of enterprise transformation programs across Investment Technology, Data and Operations. Patrick has delivered change across multiple leading vendor platforms within a range of global jurisdictions.

Prior to joining Alpha Patrick worked at various Wealth Managers in both Front Office and delivery roles. Previous to this he was an Infantry Officer in the British Army. He holds a BSc in Economics & Geography from UCL.

Contact Patrick Dennien

Paul recently joined Alpha as part of the recent Bankside acquisition as a founder and has 25 years of delivery experience within Asset Management.

He has managed large teams for some of the biggest Asset Managers focusing on the Tech/Data and migration streams within large complex projects.

Paul recently delivered an Aladdin Progranme that required a rebuild of the client’s data platform in the cloud, using Aladdin Data Cloud within the new Technology Stack, this client was also working in the Provider Aladdin model.

Paul also managed the full technology integration programme for an Aladdin Accounting implementation for a global asset manager.

Contact Paul Cardosi

Rachel is a Partner in Alpha’s UK Asset & Wealth Management Consulting team, specialising in major operating model transformation programmes in businesses with a global footprint.

Rachel has 20 years of leadership and management experience – with time spent on both sides of the consulting ‘fence’. Before joining Alpha, she was Head of Delivery for Capco’s Wealth and Asset Management practice.

Earlier in her career she worked in-house for a discretionary investment manager, amongst various other industry change-lead roles.
Prior to entering Financial Services, Rachel was a commissioned officer in the Royal Artillery; she has a Masters in Classics from the University of Edinburgh and is completing an MBA.

Contact Rachel Coldham

Richard is an Senior Partner in Asset & Wealth Management Consulting at Alpha and has over 10 years’ experience in Financial Services. Richard focuses on shaping and mobilising transformation programmes for asset manages looking to improve the scalability of their operations.

Prior to joining Alpha in 2016, Richard worked in the Strategy & Customer team at EY and Corporate Strategy at RBS. Richard holds an MA in History and an MSc in Economic History from the Universities of Oxford and Edinburgh respectively.

Contact Richard Lavelle

Having started his career in middle office operations, Rob has a deep understanding of the operational and data processes that underpin asset management.
Then moving into software and acting as product and implementation lead for a number of years at a fintech, Rob learnt the full breadth of project and delivery lifecycle.

Then spending 20 years in consulting, with a range of roles, across asset management, wealth management and third party administration, Rob now leads on large enterprise change programmes covering systems such as BlackRock Aladdin, Charles River, think Folio and SimCorp.

Rob’s recent focus has been on supporting acquisitions and the transfer of assets across parties and platforms, as well as leading the implementation of Aladdin for a leading insurance market place.

Contact Rob Surridge

Ross is a Partner within Alpha’s UK wealth management and private banking team.

Ross joined Alpha in 2024 from Deloitte where he was a Director leading major change and transformation programmes within the financial services sector, with a specific focus on risk advisory and remediation work within global wealth managers and private banks.

Ross has worked with clients across UK, Switzerland, Singapore and Hong Kong during his nearly two decades in the industry and holds a degree in Economics and Management from the University of Aberdeen.

Sarah is a Senior Partner in Asset & Wealth Management Consulting at Alpha and has over 12 years experience in Financial Services. She has significant expertise in large-scale enterprise transformations, with a focus on strategic planning, operating model design and complex implementation across Investment Technology, Data and Operations functions.

She holds a degree in Government and Economics from the London School of Economics and Political Science, and is a CFA Charterholder.

Contact Sarah Khan

Scott Lee is a Senior Partner in Alpha’s UK wealth management and private banking (wealth) team.

Scott was most recently Managing Partner at Sionic (Davies Consulting) for the Wealth Management and Private Banking sector, where he led the development and growth of the business across the UK, Switzerland, Jersey and Luxembourg.

Prior to this, Scott worked across asset and wealth management, banking, life & pensions, savings and investments and technology both as a consultant and a business leader. This experience included roles at KPMG, Citibank, Aegon and Aviva advising and successfully delivering transformational change and operational excellence to a wide range of businesses.

Contact Scott Lee

Tom is a Partner in Alpha’s Asset and Wealth Management team. He has over 14 years of Financial Services experience having worked in Capital Markets at PwC before moving in to Asset Management Consulting. Tom works with clients in Enterprise Transformation, Enterprise Risk Management and successful programme delivery. He is experienced in advising Senior Management at both medium sized and global firms, having delivered large programmes both in the UK and internationally.

Contact Tom Williams

Vanessa is a Partner in Alpha’s ESG and Responsible Investment practice and led the development and launch of this capability at Alpha.

Vanessa has shaped and led multiple engagements with asset managers and asset owners to define and deliver their ESG & Responsible Investment ambition. This includes setting vision and strategy, embedding throughout investment and client-facing functions, and building the data, technology and operating processes to support the enhanced capabilities.

Prior to joining Alpha Vanessa worked as an Investment Consultant with Willis Towers Watson in London and New York. Vanessa is a Fellow of the Institute and Faculty of Actuaries.

Contact Vanessa Bingle