The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Alpha Financial Markets Consulting, Elgin White
London-headquartered Alpha Financial Markets Consulting, a global provider of specialist consulting services to the financial services industry, has entered into an agreement to acquire London-headquartered Elgin White Limited, a specialist consultancy in investment technology and platform delivery.

The transaction is expected to be completed in the coming weeks, subject to customary closing conditions.

The acquisition will strengthen Alpha’s investment platform transformation capability, adding expertise in implementation and delivery, with particular strength in Charles River Development (CRD). This will enhance Alpha’s ability to support clients across increasingly complex, large-scale investment technology programmes, the firm said in a statement. The transaction will also strengthen Alpha’s Asset & Wealth Management technology consulting capability globally.

Elgin White brings more than 25 years of experience supporting global financial institutions, with more than 100 consultants operating across four continents. The firm has built a reputation for delivering complex platform transformation programmes.

“This is another important step in building out our investment platform capability. Elgin White brings deep expertise in platform delivery, particularly across Charles River Development, and further strengthens our ability to support clients across large, complex transformation programmes,” Joe Morant, global head of Asset & Wealth Management consulting at Alpha FMC, said. “Combined with our recent investments, we are continuing to build a truly integrated proposition across advisory and delivery.”

Founded in 2003, Alpha has over 1,500 consultants across North America, the UK, Europe, MENA and APAC. It has been supported since 2024 by investment partner Bridgepoint, a private asset growth investor.