Alpha FMC

At the upcoming FT Live Future of Asset Management Conference, Alpha will be hosting a Round Table on Providing Personalization at Scale: The Evolution of Managed Accounts and Model Portfolios. Alpha's Michael Burns, (Senior Partner & Head of North America, Asset and Wealth Management) and Matt Harris (Partner & Head of Wealth Management, North America) will be overseeing this discussion. We look forward to sharing the key takeaways and continuing our conversations at the unique events FoAM has to offer. Join us by registering now! #FTFOAM #ManagedAccounts #ModelPortfolios

Last week, Alpha and Red Oak Compliance Solutions teams came together in Austin to dive deep into how clients are approaching compliance, especially around marketing and content review, and what the future holds in light of recent regulatory enforcements. Sharing insights on how our clients are navigating these challenges was incredibly beneficial to help us align on how to better serve our clients - lots of exciting work going on in this space! #alphafmc #redoak #complianceinnovation #disclosuremanagement

Alpha will be co-hosting a webinar with Gieom on September 12 to discuss implications of the January 2025 deadline for the EU's new Digital Operational Resilience Act (DORA), including where firms need to be focusing their attention now to ensure they are compliant and fully operational in time. Event speakers will include the following: Victor Muller (Alpha FMC Luxembourg) Marc Marly (Alpha FMC Luxembourg) Olivia Stuart-Taylor (Alpha FMC UK) Antony Bream (Gieom, DORA 360) Please use the registration link below if you'd like to attend; don't hesitate to reach out to the Alpha team if you'd like to discuss further! Register here: https://lnkd.in/ejrXJxAp #alphafmc #gieom #DORA

We are excited to share that Alpha will be sponsoring this year's SimCorp Americas Summit in Chicago this September 11-12. We are eager to contribute to this significant event in the FinTech space, alongside leading asset managers, asset servicers, pension funds and insurance firms. Please reach out to one of our attendees, Laura (Dissinger) Kayrouz, Clark Shafer, and Jason Almeida to connect at the event. #SimCorpAmericasSummit #FinTech #InvestmentManagement

Alpha is excited to announce player sponsorship for Olivia Wimpenny, a Great Britain and England Lacrosse athlete who is also pursuing a career in our Life, Pensions & Retail Investments Division. This summer she captained Team England to a gold medal at the European Championships in Portugal. Furthermore, it's an exciting time for the Great Britain squad as they build towards the return of the sport to the LA2028 Olympics. We are thrilled to support Liv as she begins her Olympic journey!

Alpha Financial Markets Consulting Expands to Abu Dhabi   We are happy to announce that Alpha FMC has opened a new branch in the Middle East, in the Abu Dhabi Global Markets (ADGM). The new branch will be overseen by and form part of Alpha’s UK business.   This branch is Alpha’s first in the Middle East and marks a continuation in our strategy of expanding into areas where clients can benefit from our team’s skills, knowledge and expertise.   The ADGM, known for its dynamic financial ecosystem and regulatory framework, provides the ideal environment for us to serve our clients in the region. With our presence in the ADGM, we are poised to provide tailored consulting solutions to asset managers, wealth managers, alternative investment firms and financial institutions operating in the United Arab Emirates and beyond.   At Alpha FMC, we bring a wealth of expertise and experience to the region, offering comprehensive consulting services that include strategy development, operational improvement, and technology solutions. Our goal is to help our clients navigate the complexities of today's rapidly evolving market landscape and achieve their strategic objectives, across both public and private markets.   We are excited to collaborate closely with local clients, build lasting relationships, and contribute to the growth and success of the financial services industry in the Middle East.   Thank you to our dedicated team and valued clients for your continuous support. We look forward to this new chapter and the opportunities it brings. Read more here: https://lnkd.in/eTNuxkhp #Expansion #FinancialServices #AbuDhabi

Alpha's Bastiaan Aalders (Partner, Head of EU Operations Practice) and Peter Egeberg Møller (Partner) will be attending and participating in the Nordic Post Trade Seminar on September 4-5 in Stockholm, a worthwhile opportunity to hear from industry and regional specialists on emerging operational trends across the space. Bastiaan will be moderating two panel discussions during the seminar, focused on future-proofing asset manager IT architecture and the operational in-house vs. outsourcing balance. Please see below links for more detail on the panel discussions. Seminar 1: https://lnkd.in/etxbfBvd Seminar 2: https://lnkd.in/eMxZyJzT Please don't hesitate to reach out to Bastiaan, Peter, or the broader Alpha team if you plan to attend the seminar - we hope to see you there! #alphafmc #nordicposttradeseminar #assetmanagement #operations

This week, ESMA published the translations of its Guidelines on funds’ names using ESG or sustainability-related terms. The publication of this translation starts the clock on the application timeline, confirming the dates by which firms will need to comply with the Guidelines. We've summarized the key dates here - please get in contact with our ESG & Responsible Investment experts Vanessa Bingle and Troy Mortimer if you'd like to discuss further. #ESMA #SustainableInvesting #ESG

Alpha FMC will be attending TSAM 2024 in New York City on September 17th. We look forward to gaining and sharing valuable insights from the everchanging world of Asset Management among a network of industry leaders. Join us by registering for the event below. We hope to connect with many of you there! Registration Link: https://lnkd.in/ejvmrtin #TSAM2024 #TSAMNYC #AssetManagement

Alpha's William Karkar (Senior Partner, Head of Strategic Growth) joined Dan Burke, CFA and Jill Malandrino on today's episode of Nasdaq's TradeTalks to discuss how asset managers are investing in emerging technology, the role of M&A in building out tech offerings, and talent dynamics across the industry. Full episode may be streamed here: https://lnkd.in/eWsgdvrH #alphafmc #assetmanagement #emergingtechnology #nasdaq