What 20+ peer reviews told us to expect in 2026

The asset and wealth management firms winning in 2026 likely won’t be those with the most products, the biggest platforms, or the loudest marketing. Four key themes to watch out for next year.

11 December 4 mins

Where finance meets feelings

Fear, greed, overconfidence, regret – we talk about emotions in investing all the time. These are the headline makers, the stomach churners, the buzzwords that grasp our attention during times of volatility or uncertainty. But that’s only scratching the surface.

04 December 3 mins

The 2026 Stewardship Code explained

Enhanced flexibility recognises that true stewardship is not one-size-fits-all but a nuanced dialogue that must be told in ways authentic to each manager

20 November 4 mins

The future of asset management and ESG

“I think we will see firms continue to strip out explicit references to ESG and sustainability. They will favour language such as ‘resilience’ and ‘resilient’ and try to find other words that are less triggering,” says Alpha's Benjie Elston.

14 November 3 mins

Shh… Don’t flaunt our green credentials

The growing disenchantment with ESG in the United States has been well documented and, if we are being honest with ourselves, should not really come as much of a surprise. All movements and trends experience a natural ebb and flow, shifting between popular and unfashionable, until they find their equilibrium.

05 November 3 mins

Stop planning season feeling like a high wire act

With a clear long-term vision, outcome-focused discipline, joined-up objectives across sales and CX, and a practical governance and measurement framework, marketing becomes a reliable growth engine - not a guessing game.

22 October 3 mins

A symphony of skills: our interdisciplinary approach

Every week, Alpha Agency tackles a truly varied collection of client issues and requests. From brand messaging to website builds, creative refreshes to campaign calendars, and more – our clients’ needs are as complex as the industry within which we operate. In response, we’ve built a team that can fit and flex, with interdisciplinary skills that allow us to address multifaceted marketing requests and pivot our approach when needs change.

15 October 3 mins

‘We want to unleash the potential of Alpha Agency’

“We wanted to maintain the things that make this offering a marketing, brand and creative agency – not a set of management consultants," says Sam Iles, Alpha Group senior partner and global head of Alpha Agency. "So, naturally, we knew that this had to be something that looks and feels quite different to our consulting business.”

10 October 3 mins

Marketing: an underappreciated digital growth lever

With the right digital foundation, marketing can be transformed into a core growth lever. Done well, it fuels online visibility, engagement, and client acquisition through targeted digital channels. Even better, it becomes measurable, strategic, and essential to business outcomes.

30 September 3 mins

How to build an intentional visual brand

Can you truly say that your visual brand is intentional? For many asset and wealth managers, a visual brand…

17 September 3 mins