Alpha FMC

We are proud to partner with Brain Tumour Support as our UK Charity of the Year, committed to making a lasting impact on the lives of #BrainTumour patients and their families. Our impact so far: - Raised ￡20,000+ through fundraising efforts - Provided pro bono consulting to optimise the charity’s operations - Team members have volunteered time and expertise, strengthening our connection to the cause Interested in becoming Alpha's Charity of the Year, 2025? Reach out to Siddhant Menezes, Santiago Lopez-Balcells, and Rachel Coldham for more information. To learn more about Brain Tumour Support and make a difference visit ?? https://lnkd.in/dYrkd_q #alphafmc #braintumoursupport

Many financial institutions struggle to realize meaningful returns through their transformation efforts. In the second article of our Transformation Office series, Laura Karia, née Gridley discusses how successful firms leverage a Transformation Office and a robust governance model to bridge the gap between strategy and execution. Read more about it here: #transformationoffice #corporatestrategy #strategy #assetmanagement #wealthmanagement

The state of data management across the Wealth and Private Client industries today is a mixed picture and many opine on the optimal data strategy to ensure success. However, few firms have a formal strategy in place that covers the approach, ownership, protocol etc. around data. There are several constituents that firms should have in place as steps towards a robust strategy and Joseph Marti, Partner at Alpha FMC explores why firm should have a rigorous approach to their data management and how to achieve this. Read here: https://lnkd.in/eBDeb6Xj #alphafmc?#wealthmanagement?#datamanagement

Alpha FMC is delighted to have supported Liontrust Asset Management PLC on this important strategic initiative. We are proud to have collaborated with BlackRock and BNY to implement a new front office and data platform, along with the associated operating model. Delivered on time and within budget, this project marks a significant milestone for boutique asset managers. They now have access to the advanced capabilities of a platform like BRS Aladdin, which was previously perceived as out of reach for many in this segment of the market. Liontrust has paved the way, and we anticipate others will follow suit. For more details or to discuss further, please feel free to reach out to the team involved: Alex Heasman Sarah Khan, CFA

Following the?publication of our joint whitepaper?with Quirk Solutions on ‘Culture in Asset Management’, Jon Reed (Senior Partner at Alpha) and Chris Paton (Managing Director at Quirk Solutions) explore how cultural alignment within organisations can drive success and substantial performance improvements, sharing their insights into actionable strategies to build a productive culture. Jon is the Global Head of Alpha’s Strategy & Deals division. Over the past 20+ years, Jon has helped global asset management businesses navigate large-scale strategic transformations, enabling them to establish robust strategic and operational foundations which align with their vision, values and culture. His work focuses on corporate strategy, optimising business models, maximising firms’ strategic capabilities and targeted M&A activities. Chris has over 30 years of experience delivering highly impactful culture, leadership, and change programs for a broad spectrum of organisations, including Lloyd’s Corporation, HSBC, and other asset management firms, as well as Waitrose, Shell, the NHS, and Drax Group. A former Royal Marine with 18 years of service, Chris concluded his military career as Head of Afghan Strategy to the UK Government under Prime Minister David Cameron. He has lectured at London Business School, delivered keynote speeches worldwide, and was published in?Harvard Business Review?for his insights on managing complexity and uncertainty. Link to YouTube video: https://lnkd.in/exdYsFnQ Missed our whitepaper? Read it here: https://lnkd.in/dAmMPaFK #Culture #AssetManagement #WealthManagement #Productivity #CorporateStrategy

Despite investing heavily in multi-year initiatives, many financial institutions struggle to realize meaningful returns through their transformation efforts. In this article, Laura Karia, née Gridley explores how successful firms approach transformation planning and the steps that can be taken to ensure outcomes align with strategic objectives. Click here to read more: https://lnkd.in/ez5MvtuM #Transformationoffice #Strategy #Corporatestrategy #Assetmanagement #Wealthmanagement

???Total Portfolio Approach: Practical Insights from our latest Asset Owner Webinar We just wrapped up an insightful webinar session on the Total Portfolio Approach, where we delved into practical, real-world applications of this investment strategy. As markets grow increasingly complex, adopting a holistic, flexible view of portfolios—beyond traditional asset class silos—is proving to be an interesting conversation with institutions. Thanks to?Bruce Russell?for chairing the session, Charles Hyde?from NZ Super Fund for sharing how the fund applies this internally, and the representatives from the many funds across Australia, NZ, the US and Canada that attended. Key takeaways: ?? Integrated Portfolio Management: Benefits of assessing portfolios as a whole (public & private), rather than in isolation, to align with overall objectives. ??Cultural Impact: How much collaboration from across the investment team this needs.? ??Application: The key is the data, operational and organisational shifts required to make it work effectively. If you missed the session, stay tuned — more subjects to come for Asset owners.

"Pigment offers a new and exciting alternative to other more established tools in the market. We see it as a really innovative and flexible solution for our clients." - Michelle Sutherland, Senior Partner ? "I haven't seen a tool for a long time that can evolve as quickly and add new features and functions as Pigment is able to do.?We think this speaks volumes for where this is going to go over the coming years" - Mitch Max, Senior Partner ? At Alpha FMC, we’re committed to bringing new, innovative tools to solve the unique challenges our clients face in Financial Services and Alternative Markets. Partnering with Pigment has not only equipped us with state-of-the-art solutions, but it’s also shown us the true power of collaborative partnership.? ? Partnering with Pigment means we’re part of a vision where the needs of our clients are central. Working closely with Pigment helps us build scalable outcomes that consistently deliver exceptional results for our clients. ? We’re grateful to be part of this journey with Pigment, building a differentiated and customer-focused experience every step of the way. #AlphaEPM Alpha Alternatives (formerly Lionpoint Group) #Pigment #Innovation

The Corporate Sustainability Reporting Directive (CSRD) is a complex new regulation, particularly when applied within the context of asset management. While some firms are still grappling with how exactly CSRD applies to them and their value chain, many have already started their Double Materiality Assessments (DMA) to identify the material topics they will need to report on. We've summarised the key elements of CSRD in the graphic attached. We recently hosted a CSRD peer group roundtable with several of our asset management clients and have supported a number of them directly with their CSRD programmes including the DMA. If you'd like to take part in our future roundtables, please contact Troy Mortimer, Vanessa Bingle, or Matthew Gerverun-Pratt. #alphafmc #CSRD #sustainability #regulation

This week,?Alpha FMC participated in the Financial Times Future of Asset Management Summit hosted in London. Chris Kroeger, Head of UK & MENA, Asset & Wealth Management, framed a panel discussion and shared views on 'Asset management in the year 2030 - Finding the winning strategy'. He was joined on the panel by?Joe Sullivan, CEO, Allspring Global Investments,?Jonathan Cleborne, CFA, Head of Europe, Vanguard, Christel Rendu de Lint, Co-CEO and Head of Investments, Vontobel, and Baptiste Aboulian, Group Managing Editor, FT Specialist US. The panel discussed what the industry has seen over the last decade, where the industry is currently, and what asset managers must do in the future to be successful. Our thanks to the panellists for sharing insights on the future of asset management. A big thank you to the Financial Times for organising such a successful event. We are thrilled to have supported the event as a strategic partner. The two days offered a fantastic opportunity for leaders in the asset management industry to engage in topical discussion in a wonderful setting.?Please don't hesitate to reach out to Chris, or the wider Alpha FoAM team to continue the conversation: Jonathan Benson, Joe Docker, Sarah Khan, CFA, Sam Pendlebury, Rachel Coldham, Anna Skylakaki, CFA, Jessica Tull, Richard Rouse, Richard Lavelle, and Yasmin Bye #alphafmc #foameurope #assetmanagement