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Joe Morant, CEO (US team)Alpha FMC helps clients seize the opportunity and keep up with the current trends that are impacting the asset and wealth management industry. One of these is the need to truly understand the value of data; not only from within the company but blending it with external data from across the industry to turn it into an asset. Alpha FMC helps its clients in not only leveraging such data to drive business-critical decisions but in order to do so, also ensures that IT is viewed as an enterprise-wide entity, rather than in silos. The team helps in identifying opportunities to build an end-to-end technology platform to manage the business and drive better performance and client experiences. While such drastic changes require strategic planning, Alpha FMC walks alongside its clients in the entire change management process, helping them through the complete lifecycle of projects—from advisory, selection and evaluation through to implementation and execution—all drawing insights from working closely with other leading asset and wealth management companies.
In this fast-moving environment, Alpha FMC has expanded its capabilities to strengthen support in compliance and regulation, playing a prominent role in helping organizations adapt and prepare for the impacts of newer regulations. This is particularly beneficial in the current scenario, where companies are skeptical of integrating technological advances into their systems, due to the rising concerns of complying with the regulations.
This pace of change has also driven additional guidance when it comes to M&A activity; this is yet another arena, where Alpha FMC’s expertise in understanding the change in the investment management lifecycle has rendered value for its clients. As an example, helping clients add investment capabilities or regional distribution focus and at the same time building out global operating models and technology platforms to drive scale.
Our job is to solve our clients most complex challenges and help them understand how they can leverage technology to drive positive outcomes
This pace of change has also driven additional guidance when it comes to M&A activity; this is yet another arena, where Alpha FMC’s expertise in understanding the change in the investment management lifecycle has rendered value for its clients. As an example, helping clients add investment capabilities or regional distribution focus and at the same time building out global operating models and technology platforms to drive scale.
Alpha FMC recently went public on Alternative Investment Market (AIM) on the LSE. Commenting on the achievement, Morant says, “We have grown our business globally and have expanded our offices in all regions across the UK, Continental Europe, Asia and North America”. By connecting its network of experts and providing a broader footprint for clients, Alpha FMC acquires a deeper set of know-how across various geographical locations, establishing a stronger grip on the global market at the same time, displaying its ability to respond at a local level. Alpha FMC’s focus on delivering across the entire lifecycle of projects is portrayed by their quick and effective response to specific client needs and their skilled set of experts who help clients analyze data to understand their businesses holistically and make better decisions.
Alpha FMC makes Caroline Burkart and Basak Alhan Aydin directors
Thursday, October 12, 2023
Alpha FMC has hired two senior directors to its wealth management team. Caroline Burkart and Basak Alhan Aydin join as the firm looks to grow its presence in the sector, amid heightened demand.
Head of UK Asset and Wealth Management Chris Kroeger commented, "The wealth sector is a strategic priority for Alpha FMC. The addition of Caroline and Basak speaks to our focus on the sector and forms part of our broader investments in the team. I am delighted to welcome them to the team and express my heartfelt thanks to Kenn for his enormous contribution over the past seven years.”
Headquartered in the UK and quoted on the AIM of the London Stock Exchange, Alpha FMC is a leading global provider of specialist consultancy services to the asset management, wealth management and insurance industries. The firm’s wealth franchise has experienced considerable growth in demand in the last three years in particular, but it is also going through a key period of change – as Kenn Taylor retires after seven years of heading the team.
Caroline Burkart arrives as a director, with a reputation as an industry leader, and extensive experience in consulting and wealth management. Prior to joining Alpha, she worked as head of client insight for the UK and Europe at insurance consulting giant Aon. Her experience has centred around the client journey, the client and digital experience, segmentation, market entry and marketing strategies, brand health and thought leadership. Prior to joining Aon, Burkart was also an executive director at Scorpio Partnership, and spent time in industry with Credit Suisse.
Basak Alhan Aydin also joins Alpha as a director, arriving from Capgemini Invent, where she was the head of wealth management for the UK. In that role she helped global players on their transformation and innovation journeys, with a track record of delivering strategy, regulatory and digital transformation programmes across the change lifecycle and the value chain. She also spent time with Capgemini, Barclays and Accenture – after starting her career in financial services as a strategy consultant at Deutsche Boerse in Frankfurt.
In the months ahead, both appointments will help Jamie Forrester, as he takes interim leadership of the team – pending further hires for 2024.
Forrester commented, “Our UK wealth franchise is lucky to work with many of the UK’s top tier wealth managers and private banks. The addition of Caroline and Basak further strengthens the distribution and specialist delivery capability of the team; I am delighted to welcome two such talented and respected individuals into the Alpha family and am looking forward to working with them.”
Company
Alpha FMC
Management
Joe Morant, CEO (US team)
Description
Alpha FMC is a global consultancy that provides end-to-end expertise specifically in the asset and wealth management industry
