Alpha FMC

So delighted to have David H. Stanley Drasky And the whole Elgin White team with us on our journey as we build out the technology scale to lead future change across the industry. Cannot wait to see the client value we will all unlock together! 🚀

Your investment process has changed structurally. Has your investment tooling kept up? Broader mandates spanning increasingly complex asset classes. Tighter, more dynamic risk constraints (not to mention impact from geopolitical shifts). Rising client customisation expectations. The majority of firms say data quality is blocking efficiency, which in turn creates friction across the systems closest to the investment decision. Where the struggle compounds the most: 📊 Creating decision-grade views: PMs need real-time exposure, risk and liquidity across the full book (including illiquid and private holdings) without switching systems, waiting for overnight batches or turning to the system that powers financial services to stitch the data together, Excel…. The gap between what the portfolio actually looks like and what the system shows is where bad decisions get made and performance is lost. ⚙️ Enabling frictionless decision to order: The path from a CIO's investment call to a compliant, allocated order reaching the trading desk shouldn't require manual checks, offline spreadsheets or operational workarounds. In many firms it still does which adds both time and risk between decision and execution. 📐 Driving scale without absorbing complexity manually: As firms run model portfolios and bespoke mandates, the PMS and OMS need to handle rebalancing/optimisation, compliance and order generation across growing variation systematically. If they can't, it often falls to operations teams to stitch it all together and manage the workarounds, which becomes the ceiling on how far the investment proposition can scale. Investment platform (P/OMS) modernisation rarely gets the same boardroom airtime as wider technology or data strategy, despite being embedded in both. What starts as one of the most consequential technology decisions in the investment management workflow often gets treated as a static decision and mutates through tactical changes, however ot needs to be treated as part of an evolving ecosystem, designed with intention, to get the most out of providers and deliver evolving outcomes quickly to investment teams.

Alpha at the forefront of helping clients turn AI into repeatable, governed and scalable impact across Financial Services ! Scaling is the next frontier ! #AI #GenAI #ScalingAI #Leadership #Data #Governance #OperatingModel #Transformation #AlphaFMC

🚀🚀🚀 Great to see Sam Iles and Nicholas Morse driving our North America expansion, with Aiviq establishing itself as the client data platform of reference for Investment Management !

Officially SimCorp Certified!! ✅

Don’t miss Appian World Conference in Orlando, April 27–29 — a great opportunity to explore how AI is reshaping the insurance industry. Alpha is at the forefront of the conversation Keval Mehta Shyam Somani CPCU, AIC, AINS, ALMI Jeremy Weiss Charlie Bishop Susan Rousseau

🚀🚀🚀 A significant strategic step in our journey to become the best consulting firm in Financial Services worldwide. Delighted to welcome our new colleagues from JPSB to Alpha. This reinforces our commitment to combining deep advisory expertise with delivery excellence as clients increasingly seek integrated partners for complex transformation programmes.

After a few months with the team at Thistle Initiatives , I bid them farewell and good luck as I move on to a new chapter. I have savoured a brief spell with a clear(ish) diary, so I'm excited to be back working with the Wealth & Investments industry. Too much [play] and not enough [work], and all that...

Sharing Alpha's latest Asset & Wealth Management Annual Outlook 2026 with my network to share our view on the industry and the key themes to focus on. Enjoy!