The Proposition
A Turnkey Multi-Family Office for Ambitious Wealth Professionals
Alpha Investment Office provides the complete infrastructure, regulatory framework, and operational support for commercially-driven advisers serving High-Net-Worth clients.
Overview
What Is the Alpha IO Proposition?
Alpha Investment Office operates a B2B2C model: they provide the institutional-grade infrastructure, and you provide the client relationships and advisory expertise. Together, you deliver a wealth management proposition that rivals the largest private banks and family offices.
The proposition is built for commercial wealth management professionals who serve HNW families, entrepreneurs, and SME business owners. It combines mandatory core infrastructure (regulatory, custody, technology) with modular advisory and investment services that you can tailor to your practice's needs.
Critically, your clients remain yours throughout. You build enterprise value from day one, with a pre-agreed buyback formula providing a clear exit path at retirement.
Core Infrastructure
What's Included as Standard
Every Alpha IO partnership includes this mandatory core, providing the foundation for an institutional-quality wealth management practice.
FCA Regulatory Permissions
Full FCA authorisation (Ref No. 1019537), compliance oversight, regulatory reporting, and capital adequacy requirements handled on your behalf.
Professional Indemnity Insurance
Comprehensive PI cover included within the platform, removing one of the most significant costs of operating independently.
Global Custody via SEI
UK, offshore, and US custody through SEI (Europe) Ltd, a NASDAQ-listed global custodian administering $1.4 trillion in assets worldwide.
Portfolio Management and CRM
Integrated portfolio management, trading, rebalancing, and CRM tools designed for professional wealth management practices.
Account Opening, KYC, and AML
Full client onboarding support including KYC, AML, PEP, and sanctions screening, handled by a dedicated operations team.
Private Banking and Tax Wrappers
Access to all major tax wrappers: SIPP, SSAS, Offshore Bonds, ISA, GIA, FLA, FIC, and Trusts. Private banking services for HNW clients.
Client Reporting
24/7 online client reporting with own-brand capability. Daily valuations, MiFID II reporting, consolidated tax vouchers, and CGT reports.
Dedicated Migration Team
A specialist team manages the full transition of client assets, accounts, and documentation with minimal disruption to your practice.
Additional Services
Modular Services Menu
Beyond the mandatory core, Alpha IO offers a range of additional services that can be agreed based on your existing capabilities and client needs.
Investment Management
Proprietary institutional investment management, including model portfolios, tactical asset allocation, and custom research. Not a retail MPS; this is institutional-grade.
Fractional CIO Services
Access to a Chief Investment Officer and investment committee without the cost of a full-time hire. Governance, process oversight, and investment decision support.
Technical Wealth Planning
Para-planning support for complex client situations including estate structuring, cross-border planning, pension consolidation, and business succession.
SME Consultancy and M&A
Through Alpha Enterprise Solutions, access strategic business consultancy and M&A advisory services for your entrepreneur and SME business-owner clients.
Client Experience
What This Means for Your Clients
The Alpha IO infrastructure enables you to deliver a client experience that competes with the largest private banks and family offices.
Strategic Wealth Management
A structured methodology: evaluation, advice, implementation, and review. Every recommendation sits within a comprehensive understanding of the client's complete financial position.
Client-Centric Proposition
The MFO model places the client at the centre. Investment management, tax planning, estate structuring, and specialist services are coordinated under one roof, not fragmented across multiple providers.
Specialist Partner Network
Access to a curated network of specialists for areas beyond your core expertise: tax advisers, solicitors, property consultants, and corporate finance professionals.
Cross-Border Capability
UK, offshore, and US custody through SEI enables you to serve clients with international assets and cross-border requirements without the usual operational complexity.