Practices – Asset & Wealth Management – Alpha FMC

Investments

In the context of falling fees, regulatory scrutiny, and an increasing volume and complexity of data, the need for an efficient and scalable platform is more important than ever. AWM partners with you to design and implement the 'best in class' operating models to support your investment and trading teams.

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Operations

The pressure to increase efficiency and reduce costs has gained momentum and pushed firms to re-evaluate their short and long-term operational stability. Alpha AWM optimises your Investment and Fund Operations strategy, functions and supporting infrastructure to keep you one step ahead.

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Client & Digital

Meeting increasing investor expectations is crucial to successful asset and wealth management. Competing on performance and price alone is not enough - the art of managing clients has become just as important. We can help you win and retain customers by creating an end-to-end investor ecosystem that puts them at the centre of everything you do.

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Our Cross-Functional Practices

Our Cross-Functional Practices round out the industry-leading specialisation of the unique AWM proposition.

Data

Data powers every aspect of the Asset and Wealth Management industry, but firms are living in an era of rapid technological change where those who can exploit their data as an asset will outcompete their peers. Alpha AWM are experts in Asset and Wealth Management data; we can guide you through the new wave of 'data thinking', including data innovation, data strategy, and data governance.

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M&A

We support our clients to identify, evaluate and execute acquisitions to assist them in realising their strategic goals. Whatever your reason for M&A activity, our industry-focused team helps clients diversify their product range, enter new geographies, and obtain scale.

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ESG & Responsible Investment

The investment industry is in a maturing phase of its ESG & Responsible Investment journey, making a shift from voluntary to mandatory activity in many regions. Firms need to be able to adapt and respond quickly to remain compliant with evolving regulation, avoid greenwashing scrutiny, keep up with ever growing client demand, and make the most of emerging ESG risks and opportunities.

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Regulatory Compliance & Risk

As regulation becomes increasingly complex and the risks associated with inaccurate reporting grow, we help our clients keep on top of it by implementing practical strategies, new technologies and better data management - without disrupting business.

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Benchmarking

Insight is everything. If you can't match your performance with the rest of the industry, you'll stop being competitive. As the undisputed leader in benchmarking for asset and wealth managers, we can tell you exactly how various aspects of your business compare - and what you need to do to keep ahead.

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Strategy

The headwinds facing the investment management industry can seem overwhelming; market conditions have added cost pressures, creating a drag on profitability. Managers have the challenge of delivering growth at a lower marginal cost, in a constrained environment, with far greater volatility. Managers require a joined-up strategy to deliver profitable growth. AWM can help.

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