Alpha FMC

Alpha's Natalie M. (Partner, Head of Tech Consulting) was quoted in FundFire's recent article on manager adoption of AI in the alternatives space. "The hurdle to move from an exploratory AI concept to a production-ready scaled solution is incredibly high because you have to consider all of the regulatory and compliance implications. And that often means that managers are stopping short of actually moving to a scalable solution." Please reach out to Natalie or the broader team to discuss the challenges and potential opportunity of AI adoption across the industry - we hope to continue the conversation! Natalie's full commentary may be found here (sign-in required): https://lnkd.in/efipDCPa #alphafmc #assetmanagement #AI #alternativeassets

The result of General Election on the 4th July 2024 means that The Labour Party will become His Majesty's next UK Government. Alpha's Joe Harris and Nathan Dunford review how Labour's known policies could impact the Life, Pensions and Retail Investment Market. #GE2024 #Labour #Pensions #Election2024 #RetailInvestments #Insurance https://lnkd.in/ey2aAFQb

Huge thank you to the IMpower Incorporating FundForum team for a fantastic event in Monte Carlo last week - the Alpha and Aiviq teams had a chance to engage with many industry friends, new and familiar, for fruitful conversation framed by a very intentional and directly relevant multi-day agenda (and stunning views)! Alpha's Sam Iles (Senior Partner, Head of Ventures & Innovation) and Aiviq's Greg Glass (Executive Director, Head of Revenue) joined Snowflake's Nathan Attrell (Head of EMEA, Financial Services) to discuss the successful delivery of Snowflake and Aiviq products to address organizational data challenges across a range of clients. Please don't hesitate to reach out to Sam, Greg, or the broader Alpha team to continue the conversation; we look forward to connecting and to attending next year's conference! #alphafmc #aiviq #assetmanagement

It can be tempting to think that CRM is solved in Asset Management - the reality is that this remains either a challenge or an area of opportunity across the industry. Alpha was delighted to host an Industry Peer Group roundtable in our Paris office with Heads of Client Service representing large, mid-size, and multi-boutique asset managers. Why are asset managers investing in their CRM in 2024? - Ambition to enhance client experience / 'service as a proposition' - Improve scalability for client servicing function - Turn client data into actionable insights for Distribution teams We would like to thank Amandine Dufourt, Jean-François BOUSSON, Begoña Michelena, Daniel Klein, Bart De Saeger, Aline Flamain, and Christelle DEL for their participation. If you want to know more about this, please contact Marie-Vincent Bikouedi, Head of Alpha's Client & Digital practice (France). #alphafmc #assetmanagement #clientservice

IMpower Incorporating FundForum 2024 kicks off this week in Monte Carlo, running through end of day Wednesday, 26 June. Alpha and Aiviq leadership are thrilled to be attending and keen to meet with colleagues and peers to discuss the state of the industry today! Alpha's Sam Iles (Senior Partner, Head of Ventures & Innovation) will join Snowflake's Nathan Attrell (Head of EMEA, Financial Services) and Aiviq's Greg Glass (Executive Director, Head of Revenue) for a panel to discuss data challenges, review specific operational use cases, and show how Snowflake and Aiviq products may be successfully delivered to address organizational inefficiency (June 26, 12:15 CET @ Operations & Innovation Stage). Please see the link below for more detail on the conference agenda and timing - you won't want to miss the packed itinerary and class-leading speakers! Don't hesitate to reach out to Sam, Greg, or the broader team to continue the conversation; we hope to see you there! https://lnkd.in/d8WKk2mW #alphafmc #aiviq #snowflake #assetmanagement

Alpha is thrilled to be attending the IMpower Incorporating FundForum 2024 Conference, June 24-26 in Monte Carlo, alongside our Aiviq team members. The event brings together industry leaders from varied sectors and geographies to discuss trends and solutions across distribution strategy, investment operations, private market penetration, and operational trends, among others. Alpha's Sam Iles (Senior Partner, Head of Ventures & Innovation) will join Snowflake's Nathan Attrell (Head of EMEA, Financial Services) and Aiviq's Greg Glass (Executive Director, Head of Revenue) for a panel to discuss specific data-related challenges asset managers face today, and how Snowflake and Aiviq products may be successfully delivered to address operational inefficiencies. This session will occur on the Operations & Innovation Stage on Wednesday, June 26 at 12:15 CET. Please visit the stage if you plan to attend, and do not hesitate to reach out to Sam, Greg, or the broader team to continue the conversation! #alphafmc #aiviq #snowflake #assetmanagement

Alpha had the pleasure of hosting a breakfast in Geneva with representatives from 10+ leading Private Banks yesterday, with discussion focused on Client Lifecycle Management best practices. It was extremely interesting to listen to Benoît Dubault, Head of Market Strategy & Business Development at Lombard Odier Group, who talked the group through their client acquisition strategy and process through digital channels. We continue to see fruitful and directly relevant discussions among industry peers on their respective practices, challenges, and aspirations across the client lifecycle (detail below). At Alpha, we support Private Banks globally to design end-to-end client journeys and strengthen their supporting digital capabilities. Please reach out to our experts to get started! Nicolas Grangeon | Sven K. | Jonathan Bauer | Thomas W. | Esther EUSTACHE #alphafmc #privatebanking #assetmanagement #clientlifecycle

Alpha's Wealth Management and ESG & Responsible Investment team are excited to attend the Wealth Management Transformation Summit, Europe's fastest growing digital transformation event for wealth management firms, taking place on June 19-20 at the Excel, London. Jamie Forrester, Caroline Burkart, and Troy Mortimer will be moderating panel sessions covering: - Future of Wealth: Business Models and Investment Solutions for 2024 and Beyond - Client Experience in a Digital Era of Democratized Wealth - Shaping a Sustainable Wealth Management Future Please do not hesitate to reach out if you are joining the event, we would love to see you in person and continue the conversation! Head to Wealth Management Transformation Summit to find out more.

Join Impactive Tech's webinar on 20th June to hear experts including Alpha's Vanessa Bingle (Partner, ESG & Responsible Investment) guide you through the key elements of developing robust stewardship strategies that align with UK's SDR requirements, and beyond! Register via Zoom here: https://lnkd.in/ddE2ZaZ7

Alpha’s Caroline Burkart is excited to be facilitating at Owen James' Meeting of Minds Wealth Management & Private Banking Event taking place today at The Berkeley, London. Caroline, Partner in Alpha’s Wealth Management segment, will be sharing her expertise during the roundtable discussion on "Data Demand - Serving an increasingly diverse and expanding client base" Find out more about the event here: https://lnkd.in/eMBEUymF #wealthmanagement #privatebanking #data